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Import Item

If you have existing data of an item, you can import all items into the Localizebook system by using the Import Item function. This below is the procedure and steps of the import item.

Go to Import Item into Localizebook system:

  1. Go to the Accounting menu.
  2. Click on Import > Import Item.
  3. Click on Click this link to download the working template.

4. Fill in the information for each function and save your excel file:

  1. ITEM_CODE: Unique code of your product & service.The item code can’t be duplicated. If you don’t have to keep it blank.
  2. ITEM_NAME: Unique name of your product & service. The item name can’t be duplicated (required).
  3. ITEM_TYPE: There are 2 Item Types in Localize that can be imported.
  4. STOCK_PART: For inventory Item.
  5. SERVICE: For service Item.
  6. ITEM_GROUP: Category of product or service. Item groups can have multiple layers (Sub Group). The item group is required. If the group product has a sub group, please put “ ; ” between parent and child group.
  7. ITEM_BRAND: Is the brand of your product. If you don’t have to keep it blank.
  8. DESCRIPTION: When you put a description on this, it will show this description on invoice description too. If you don’t have to keep it blank.
  9. NEGATIVE_SALE: There are two types of negative sale.
  10. TRUE: Allow sale when items are not enough.
  11. FALSE: Not allow sales when items are not enough.
  12. ALARM QTY: The Qty needs an alarm reorder. If you don’t want the alarm, please put it 0 (zero).
  13. IS_HAVE_UNITSET: There are two types.
  14. TRUE: If items have a unitset name or items use unitset name in this template.
  15. FALSE: Use default unitset N/A.
  16. UNITSET_NAME: Name of unit of measure set. A unitset is a combination of base unit and other related units. Please put N/A if you don’t control inventory by unit measure. Unit Set also can be added later. EXAMPLE: An inventory item, canned soft drink, has been packed as “Doz” and “Case” in which 1 Doz has 12 “Cans” and 1 Case has 24 “Cans” or 2 “Dozes”. So you consider the following UNITSET_NAME as “Case12Doz24Can”.
  17. BASE_UNIT_1: Name of base unit (smallest unit) of your product. in this example (Can). If you don’t have to put it as N/A.
  18. BASE_PRICE_1: Selling price of BASE_UNIT_1. If you don’t have to put it as 0 (zero).
  19. BASE_BARCODE_1: Bar code of BASE_UNIT_1.
  20. UNIT_2: Name of bigger unit measure. In this example (Doz). If you don’t have to keep it blank.
  21. MULTIPLIER_2: Quantity of base unit in UNIT_2. In this example 1 Doz has 12 cans so put in 12. If you don’t have to put it as 0 (zero).
  22. PRICE_2: Selling price per UNIT_2 (Doz).
  23. BARCODE_2: Bar code of UNIT_2. If you don’t have to keep it blank.
  24. UNIT_3: Name of bigger unit measure. in this example (Case).
  25. MULTIPLIER_3: Quantity of base unit in UNIT_3. In this example 1 Case has 24 cans so put in 24. If you don’t have to put it as 0 (zero).
  26. PRICE_3: Selling price per UNIT_3 (Case).
  27. BARCODE_3: Bar code of UNIT_3. If you don’t have to keep it blank.
  28. COST(required): Purchase cost of base unit (Can). Use currency the same as default currency in the system.
  29. ACCOUNT_ASSET_CODE: CoA code for inventory asset of STOCK_PART. If blank it will select the default system CoA automatically.
  30. ACCOUNT_COGS_CODE: CoA code for cost of sale of your product. If blank it will select the default system CoA automatically.
  31. ACCOUNT_REVENUE_CODE (required): CoA code for revenue or income. If the item is created to handle expenses then select an expense account. But if blank it will select the default system CoA automatically.
  32. MEMO: Other comments or marks that are related to your item.

5.After filling all the information please back to the system:

  1. Click on Browse File and select the template with your item data and preview your item details. If data is loaded, you are ready to import. But if there is any error, messages will be shown.
  2. Click on Import to import your items into Localize.
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