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Import products from a file

Updated this week

VendSoft allows you to import your inventory data from an Excel file.


Import Process

  1. Download the template Excel file from here.

  2. Fill in the required product data

  3. Save the file

  4. Go to the Inventory screen

  5. Click Import

  6. Select your file and click Import

Required Fields

  • Product Code

    Unique identifier for the product (text, numeric, or alphanumeric)

    Example: MM-PEA, Coke, 1, 2, 3

  • Product Name

    Full product name

    Example: Coca-Cola 12 oz cans

  • Enter one of the predefined types or a custom type:

    • Beverage

    • Food

    • Hot drink

    • Ingredient

If the type does not exist, it will be created automatically.


Optional Fields

  • Units per Case

    Number of items per case or box

  • Reorder Point

    Minimum stock level (in single units)

    Product appears in Reorder screen when below this level

  • In Warehouse

    Initial stock quantity (in single units)

  • Last Cost

    Purchase price per unit

  • Barcode

    Product barcode


Important Notes

  • Only .xlsx files are supported (not .xls)

  • Product Code, Product Name, and Product Type are required

  • Product Codes must be unique

    • If duplicates exist, only the last record will be imported

  • If a product already exists, its data will be updated based on the Product Code


Tip

To update stock levels in bulk:

  1. Export your inventory from the Inventory screen

  2. Keep only:

    • Product Code

    • In Warehouse

  3. Update quantities

  4. Import the file back

This updates stock levels without changing other product details.

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