Importing Excel file as a way to create or update Products

This article explains how to use an Excel import to create or edit multiple products simultaneously in Flawless POS, enabling more efficient inventory management.

You may refer to this video for a step-by-step guide on importing Excel files to create or update products:

https://www.youtube.com/watch?v=YsQDKUKarnk

1. Access Product List Module

• Open the left navigation menu.

• Go to Inventory and select Product List.
  
   
  
  
  

2. Creating New Products via Excel Import

• Click the round action button in the top left corner.

• Scroll to the very bottom of the options and select Import from CSV from the menu.
  
  

• In the Review Import dialog:

  • Choose Vendor (optional): Assign the imported products to a vendor if desired.

  • Upload CSV File: Ensure the file has the necessary details (SKU, Product Line, Retail Price, Cost, etc.).

• Map Fields: Verify and adjust that each Excel column (SKU, Product Line, Retail Price, Cost) aligns with the correct Flawless POS fields.
  
  

• Confirm the mapping and press Import Products to add the new products to your inventory.
  
   
  
  

3. Updating Existing Products via Excel Import

• Prepare an Excel file with the SKUs of existing products you want to update, along with the new data (e.g., updated Product Line, Retail Price).

• Repeat the import steps as with new products:
  
  

• Use SKUs as a reference to match products for updating.

• Review and adjust the mapping fields to ensure the correct fields (e.g., Product Line) are updated.

• Press Import Products to finalize the updates.

Additional Information

• Vendor Selection Note: If a vendor is selected in the Review Import step, all items will be assigned to that vendor. Leave the vendor field as "-Select Vendor-" if you don’t want this change applied.

Troubleshooting
For any issues encountered when importing Excel files to create or update products, please contact Flawless POS support for assistance.