How to upload your products and inventory in bulk

Modified on Sat, 23 Apr 2022 at 05:55 PM

On Simplebks, a product sometimes called Inventory is an item offered for sale by your business.

To start using Simplebks to manage your business, there is a need to upload all your existing inventory and we have made this process simple by allowing bulk upload using a CSV file.

NB: CSV is similar to your default excel file and you can use your Google sheet or Microsoft Excel application to convert your excel file into CSV. Simply follow the steps below:

  1. Open the file on Google Sheet or Microsoft Excel
  2. Confirm that the sheet is the only one in the document, if multiple sheet, simply copy the sheet into a new Workbook/Document
  3. On Google sheet, click on download and choose csv as file type
  4. On Microsoft Excel, click on File >> Save As >> Change file type to CSV (Comma delimited) (*.csv)

How do I upload my product in bulk?

For new accounts created, 

  1. Click on "Get Started" tab on the left sidebar
  2. Click on "Upload inventory list"
  3. Click on "Bulk"

For existing users or if "Get Started" is not displaying on your sidebar

1. Go to Inventory >> Import

2. Choose your csv file and click "Upload CSV"

3. An Import module will display. Match your Column header with the right categorisation on Simplebks

4. The default categorization for SImplebks are:

  1. Name:* The product Name will be displayed on your Inventory and Receipt
  2. SKU:* "Stock Keeping Unit" is a unique code used to identify and track an inventory, or stock by a retailer
  3. Barcode: Universal product code is usually found on products

d. Description: A short description of the product. This is only seen by the business and is not visible to customers in Receipt/Invoices

e. Category: Product category as classified by the business

f. Brand: Product brand

g. Size: Product size

h. Colour: Product colour

i. Measurement unit: Unit of measurement of the product e.g. KG, 

j. Selling Price:* Default selling price

k. Buying Price:* Default buying price

l. Quantity:* Quantity in stock

NB: The only compulsory field in bulk upload of product is the name although we recommend that you also provide the items in asterisks*

5. Click on Complete Import to finish the bulk creation of products and upload of stock

6. All inventory quantity uploaded in bulk is created as a Purchase transaction for accounting.

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