Load your products and stock
Bring in your product list from a spreadsheet, set reorder points and see what your stock is worth.
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Step 1: Open the inventory editor
Open Products & stock. Search by name, SKU, barcode or vendor, and filter by category or location. Click any underlined value (name, category, cost, price, shop quantity) to change it right in the list. More on a row opens everything else.
Step 2: Import your list
On the Import tab, pick a CSV or Excel file (or download the template first). Match each of your columns to ours: SKU, name, category, vendor, cost, sell price, unit, barcode, maker’s UPC, bin, shop quantity, reorder point. Most columns are matched for you.
Click Preview changes. You’ll see which rows add a new product, which update one you already have (matched by SKU, then barcode, then name) and which have a problem. Nothing is saved until you click Import.
Step 3: Set stock and reorder points
Open More on a row to set the shop bin, the reorder point and how many to order. Every change is saved with a note in the item’s history.
Step 4: Move, count and check value
Under More: Move stock between locations, Count a location, see what your stock is worth at cost, what needs reordering and the full history. Export CSV gives you the whole list.
Still stuck? Tell us what you were trying to do and where you got stuck. A screenshot helps.
Your ticks are saved in this browser only. Updated October 2026.
Questions about this
Does every product need a barcode?
It gets one automatically: its SKU, or a short code if it has no SKU. A maker’s UPC on the box scans too.
My UPCs turned into numbers like 1.23E+11
Excel does that to long numbers. Format the column as Text before you save the file. The preview flags these rows so nothing wrong is imported.