1. Download or Email Bulk Upload Template
On OpenBusiness Application Select Main Menu at the top left of the screen, select Shop Management then select Products.
On the products, screen select the extended menu at the top right of the screen and use the two options to get the template by selecting
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- Download Template - To save the template to your device. (Requires permission to read your local storage.)
- Email Template - To share the template to your email
2. Fill in the template
DISCLAIMER: ALWAYS USE GOOGLE SHEET TO EDIT YOUR TEMPLATE ONCE IT HAS COME TO YOUR EMAIL ADDRESS. USING MICROSOFT EXCEL WILL DISABLE SOME MACROS WHICH WILL MAKE TEMPLATE UPLOADING UNSUCCESSFUL
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- Provide all mandatory fields in the template including
- Product Name
- Unit of Measure
- Unit of Measure Value
- Category
- Subcategory
- Product Type
- Reorder Level
- Active
- Not for sale
- Opening Stock
- Buying Price
- Default Selling Price
- Retail Price
- Wholesale Price
- Minimum Price
- Tax 1
- Tax 2
- Commission
- You can fill in the optional fields which include
- Gender
- Brand
- Style
- Barcode
- SKU
- Batch Number
- Expiry Date
- Description
- Provide all mandatory fields in the template including
Steps to successfully filling in the template have been provided in detail here
- Fill in the product names as they appear on the product for easy identification.
- Select the unit of measure which you use during selling for example if you are selling soap the unit of measure could be COUNT
- Select the unit of measure value if we hold the example above the unit of measure value could be PIECE
- Select the category of the product you are entering into the system from the drop-down menu
- Select the product type which will be either a GOOD or SERVICE
- Input the reorder levels as these are the levels which when arrived at, the system will notify you on what products need to be replenished their stocks
- You should then select whether the goods or services are active for sale or not
- On the not for sale column select the right choice as sometimes business owners may decide to include all the assets they own in their business and these assets may not be necessary for sale so if the good and service is for sale select NO and if it's not for sale select YES
- Input the opening stocks and these are obtained after carrying out a thorough stock-take on all the products in the business
- Key in the buying prices of all the products and always ensure you have the right prices to ensure better reports in the profit margins
- Select the default selling price which will be used during selling. It can be either Wholesale, Retail, and Minimum price. The Minimum price is the price which a product can not be sold beyond that price
- Tax 1 and 2 are required if for instance the products you sell have got VAT and you may wish to report on the tax sales for the financial year. On the template, you can input zero(0) if you don't want to report the VAT reports
- Commissions are required if you usually pay your staff by commissions on the sales they have made and if you do not pay commissions you input zero on all the products
https://www.youtube.com/watch?v=3YqktVIHqIc
3. Save the template to your device storage
After filling in the template, remember to save it after verifying all details are correct. After saving transfer it to the device with OpenBusiness Mobile POS App for uploading.
Remember to countercheck the template so that all mandatory fields are filled in properly.
4. Upload the template from the products menu
- Open the products screen by selecting Main Menu > Shop Management > Products
- At the top right of the products screen, select the Extended menu then tap on Bulk Upload. Alternatively, at the bottom right of the same screen, there is a plus sign (+) tap on it and select Upload file.
- Select the option upload file and allow permission to read your storage if you have not yet allowed it.
- Locate the path you saved your template and tap on it.
5. Refresh the products screen
Swipe down on the products screen to refresh and the uploaded products will appear.
N.B: To verify the number of products uploaded you can manually scroll through the list or export the products by downloading or sharing the template
Watch this video for a step-by-step guide.
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