Import items using csv
You can add your menu items into the app one by one, or you can use our easy-to-use template import to add your menu item in one shot. Using item template import option, import items, variants, price, category, tax and packing charges, import invariable of the size of the data.
How do I do it?
1. Select Masters > Item. An Items screen is displayed. Select Import
2. A drop down list is displayed. Select Item
3. Item migration screen is displayed. Click on download the .CSV template
4. The file with the name itemMigrations.csv gets downloaded. The downloaded sheet contains fields that captures, Item name, Variant name, Cost price, Selling price, Tax value, Category, Tax inclusive, Service tax applicable, Service charge applicable, Packing amount, Status
In the item_name field, enter the name of the itemIn the variant_name field, enter the name of the variantIn the cost_price field, enter the purchase price of the itemIn the selling_price field, enter the selling price of the itemIn the tax_value field, enter the tax percentage for the itemIn the category field, enter the category of the itemIn the inclusive_tax field, enter Y if the price of the item is inclusive of the tax specified else enter NIn the service_tax_applicable, enter Y if service tax is applicable for the item else enter NIn the service_charge_applicable, enter Y if service charge is applicable for the item else enter NIn the packing_amount field, enter the packing amount of the item for your preferred order typeIn the status field, if the item status is active enter A else I The below image contains few items with sample data for reference
5. Upload the saved .csv file using the Browse template in the Item migration screen and click on Upload
6. Once the csv file is imported a message box named
Import status is displayed
The message box Import status displays as below when the import is done successfully The message box Import status displays as below when an error occurs The error record sheet can be downloaded to understand the nature of the error Note: The same file can be imported after rectifying the errors for a successful import.
Exporting items using csv
1. Select Masters > Item. An Items screen is displayed. Select Export
2. A drop down list is displayed. Select Item
3. A file with the name masteritemmigrations.csv gets downloaded. The downloaded sheet contains fields that captures, Item name, Variant name, Cost price, Selling price, Tax value, Category, Tax inclusive, Service tax applicable, Service charge applicable, Packing amount, Status
The item_name field, contains the name of the itemIn the variant_name field, contains the name of the variantIn the cost_price field, contains the purchase price of the itemIn the selling_price field, contains the selling price of the itemIn the tax_value field, contains the tax percentage for the itemIn the category field, contains the category of the itemIn the inclusive_tax field, contains Y if the price of the item is inclusive of the tax specified else enter NIn the service_tax_applicable, contains Y if service tax is applicable for the item else contains NIn the service_charge_applicable, contains Y if service charge is applicable for the item else contains NIn the packing_amount field, contains the packing amount of the item for your preferred order typeIn the status field, if the item status is active contains A else I The below image contains few items with sample data for reference
Note: The existing items can be exported at any time and changes can be made to the existing item or a new item can be added. The same document can be imported to reflect the changes made.