A quick introduction to Bizzfo Stock Import and Export ability


Introduction


Imports can be done prior to system setup or used as an ongoing process to make bulk edits to your inventory.




Important to note; Bizzfo uses a unique product name as a stock identifier and does not require an item code to identify a stock item.


To start the import process open Inventory




Import Template



The import template can be obtained by exporting existing products from the system. This is the safest way to ensure the template version is compatible with your version.







See the image below to import the completed template





Import template


Template is a CSV format - Comma delimited text file


Below is a field definition of the import file

Field Name

Expected value

Notes


PRODUCT_NAME


Unique system name


To edit product name, leave PRODUCT_NAME as original name in system and use NEW_PRODUCT_NAME to populate new name


INV_DESCRIPTION


Name to be displayed on customer receipt


UNIT


System value

- UNIT (sold as single unit)

- kg (sold per kilogram)

- l (sold per liter)

- m (sold per meter)


When setting this field to Unit then set SOLD_QTY_UNIT as no

else set SOLD_QTY_UNIT value as yes


SOLD_QTY_UNIT


When setting this field to Unit then set SOLD_QTY_UNIT as no

else set value as yes


CONSIGNMENT


yes or no


VAT_INC


yes or no


COST_PRICE


currency


Excluding VAT


RETAIL_PRICE


currency


Selling price is including VAT


WHOLE_SALE


currency


Price is including VAT


OTHER


currency


Price is including VAT


RRP


currency


Recommended Retail Price - place holder only. not implemented


QUANTITY


Stock quantity


Set QTY_UPDATE_SKIP to yes to not update stock quantity when importing data. Else your stock stock quantity will be overwritten every time you import data when doing bulk edits


QUANTITY_VARIANCE


real value


Can be used to add or subtract from the quantity in stock at time of import


QTY_LOW_WARNING


yes or no




QTY_LOW_INDICATOR


real value


Qty to flag that item is low


MAXDISCOUNT


real value


Enforce a max discount on the product


MINMARKUP


real value


Enforce a min markup on the product


BAR_CODE

STOCK_CODE

PART_NUMBER

COST_CODE


String values


User identifiers for items in stock. No rules are applied to these codes. They do not need to be unique. Only the product name in the system is unique.


PRODUCT_GROUP

PRODUCT_CATEGORY

PRODUCT_SUB_CATEGORY


String values


Group and Category is required. Though should go into naming conventions. As this allows for:

- Easy filter of data when wanting to located an item

- Dissecting the business in relation to category items sold


PRODUCT_MAKE


String values


SUPPLIER


String values




QTY_UPDATE_SKIP


yes or no


Set QTY_UPDATE_SKIP to yes to not update stock quantity when importing data. Else your stock stock quantity will be overwritten every time you import data when doing bulk edits


NEW_PRODUCT_NAME


Typically blank - To edit product name, leave PRODUCT_NAME as original name in system and use NEW_PRODUCT_NAME to populate new name


BOM


yes or no


BOM = Bill of material. It simply flags the product as being a bill of material


NOTE


String value



PERBARCODE

String value

yes or no


This is used when setting up items to be sold per barcode


Sold per barcode has two options

1. Extracting price from the barcode (set unit = "unit" and SOLD_QTY_UNIT = "no")

2. Extracting weight from the barcode (set unit = "kg" and SOLD_QTY_UNIT = "yes")

LOCATION_1

Location Name

Name must be uppercase.

Name of location for set product

If name is not found, it will be added

LOC_QTY_1

Location item quantity

Set the location quantity of the item


Set QTY_UPDATE_SKIP to yes to not update stock quantity when importing data. Else your stock stock quantity will be overwritten every time you import data when doing bulk edits





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