Key Points for Bulk Upload of Products
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Download Template: Start by downloading the product bulk upload template from the Product section.
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Mandatory Fields:
- Only the Product Name is required.
- Additional details can be added as needed.
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HSN Codes:
Ensure valid item HSN codes are entered based on the product type.
If your HSN code starts with 0, please add it as a string using a single quote (‘) followed by HSN in excel. For example HSN is 090230, While adding in sheet add it as ‘090230
- Type Column:
- Indicate “Service” if applicable; otherwise, the default is “Product”.
- Price:
- Provide a value for either the Price or Price with Tax column; the other will be calculated automatically.
- For products with tax, specify the tax in the Tax column.
- Tax Inclusion:
- For inclusive tax pricing, enter 100 in the Price with Tax column.
- Barcode Requirement:
Assign a unique barcode to each product. - Tax Rate Entry:
Enter tax rates as numbers only (e.g., 18). - Units:
Use valid UQC codes (e.g., KGS for Kilograms); invalid formats default to OTH (Others). - Discounts:
Specify discount values in the respective columns, whether in percentage or rupees. - Purchase Price:
- Provide a value for either the Purchase Price or Purchase Price with Tax column; the other will be calculated post-upload.
- Not for Sale Column:
- Enter 0 if the product is for sale; enter 1 if it’s for purchasing or raw material (1 hides the product in invoices).
- Opening Stock:
Enter the opening stock quantity in the Qty column; leave blank if not applicable. - Delete Products:
- Enter delete or 1 in the Delete Column to remove a product; otherwise, leave it blank.
- Product Variants:
- For variants, download the variant template and enter the product name in all rows, specifying variant details in the variant column.
- Custom Fields:
Add custom fields first, then download the template to include them.