You can import bulk products into Tracepos.

In this article, you will learn how to import bulk products into Tracepos from an excel CSV file.

On the new product page Start by clicking on the Excel Import button. This will launch the Import Products from Excel Sheet form in a modal

Start by downloading the template if you haven’t already. Click on the “Download Import Excel Template (CSV)” button on the form. When you do this, a file will be downloaded to your computer. Open it in Excel or another spreadsheet program.

You can use the downloaded template as a guide when creating your import file. The following rows must be filled out:

• Product Name
• category
• cost Price
• unit Price
• reorder Level
• location
• quantity

By default, you have one location: Location 1. If you have more than one location, add more columns to the CSV file. For example: location2, quantity2, location3, quantity3, etc. You can see which location numbers you have in the Settings module under Stock Locations.

Two of the columns need some further explanation: “Allow Alt Description” and “Product has Serial Number“. They’re represented as checkboxes in the system. Put a “y” in the cell if you want the box to be checked, and leave it blank if you don’t.

You can set up Custom Fields, such as Color, in the Settings module. If you do, you can enter your color in the custom1 field. You can have up to 10 custom fields.

Note: keep these values 25 characters or less.

Save the file as a CSV file and then go back to Tracepos.

Click the Select file button on the Import Products from Excel sheet form. Find the file you just saved and open it.

Finally, click the Submit button to import your products into Tracepos.

If you don’t see any error messages, your import was successful. Reload the page to see your products