Inventory Import CSV Breakdown and Bulk Update

Yes! When you have many edits or additions to make to your inventory, the best way to do that is to export your inventory to CSV, make the changes in Excel (or another spreadsheet program), and then re-import it back into RepairShopr.

The buttons for exporting and importing are at the top of the Inventory page:


Your CSV file will look something like this, when you open it in Excel:


Here are some helpful tips:

1. Unless you've exported your inventory from RepairShopr and it's an existing product (already in RepairShopr), the 'id' column should be left blank.

2. If you are adding items with quantity, make sure the 'maintain_stock' column is set to TRUE.

3. If the item is taxable, make sure the 'taxable' column is set to TRUE.

4. If you are using product categories, make sure those categories have been created in RepairShopr before you import the inventory.

5. If using Big-Chain: You can leave the 'quantity' column blank, but make sure to fill out the individual location's quantity on the CSV.

6. Don't use the $ symbol when filling out cost and price.

7. If your UPC codes are long, make sure that Excel isn't shortening them using scientific notation prior to importing.

Columns:


id
Do not edit the values in the id column! Inventory items that are already in the system will have a unique value that RepairShopr has generated. Leave that value blank for items that are brand new.

name
This is the main name of the item.

description
This describes the item in more detail. This field is searchable.

maintain_stock

This is used if you wish to have RepairShopr keep track of the item's quantity, so if 1 out of 3 items are sold, RepairShopr will adjust the quantity to 2.
TRUE or FALSE

quantity
How many you currently have in stock. Make sure that you have maintain_stock set to TRUE if you're tracking quantity for the product

condition
You can set this to "used" or any other condition you wish. This is useful if you're purchasing from the public and refurbishing/re-selling items and need to track which are new and used.

warranty

created_at

This is system driven and shouldn't be edited unless you specifically need to.

updated_at

This is system driven and shouldn't be edited unless you specifically need to.

sort_order

Allows you to set which page of the POS system the item will be assigned to. Adding a lower number here will also have the item appear first in the default list.

disabled

Mark this TRUE or FALSE to disable, enable an item.

reorder_at

This number will specify how low of an quantity you want an item before it is considered "low stock." This is useful in Purchase Orders.

taxable

Marking this TRUE or FALSE will mark apply/not apply your tax rate to the item when it is sold.

product_category

 If you had added categories, or wish to categorize your inventory with the default categories, type which category the inventory should go into. Note: You can edit/view categories in Admin > Inventory > Preferences,

upc_code

This is a searchable code that can be typed or scanned. You can either make one up, or use the items existing UPC code. 

pdf


discount_percent

If you have a discount inventory item, what percent is it?

warranty_template_id
 If you have an existing warranty template (Admin > Warranty Templates), you can copy the number from the URL when you edit the template, and paste it here to apply that template to an inventory item.

vendor_id

desired_stock_level
The ideal amount of QTY you'd like the inventory to be at. This is helpful for re-ordering stock.

notes
Notes can be applied if an item has any special information that needs to be on record

tax_rate_id
You can add multiple tax rates in Admin > Invoices > Tax Rates. You can edit any of your tax rates and copy the numeric identifier from the URL on the edit page and place it here to apply that tax rate.

xero_item_id
Ignore this

qb_item_id 
Ignore this

serialized

Select TRUE if you want the item to be serialized FALSE if you don't

delete
Set to TRUE iff you wish to permanently delete an item. This is not recommended, we recommend you disable items.

price_retail
The amount you are selling this item for.

price_cost
The amount this item cost you.

price_wholesale

vendor

Head over to your Admin > Vendors page and copy the vendor name into this field. If you have vendors applied to your inventory, you can easily create and submit Purchase Orders.

serial_numbers


Serial numbers go hear for each product

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