Phase 1: Downloading the Template
- Navigate to Accounting > Bulk Update > Update Items.
- Open the Columns Update dropdown and check the boxes for the fields you want to update.
- Click the link to download the working Excel template.
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Phase 2: Filling out the Excel File
Fill in your updated data using the following field guidelines (ensure you save the file when done):
- ITEM (Mandatory): The unique identifier or code the system uses to find and update the correct record.
- Basic Details & Organization: ITEM_NAME, ITEM_CODE, LOCAL_NAME (Khmer), ITEM_GROUP (e.g., Beverages), ITEM_BRAND, and DESCRIPTION.
- Inventory & Transaction Controls:NEGATIVE_SALE: Set to TRUE to allow sales with zero/negative stock; FALSE to prevent it.FOR_PURCHASE / FOR_SALE: Set to TRUE or FALSE to control transaction availability.ALARM_QTY: The minimum stock level that triggers a low-stock alert.
- NEGATIVE_SALE: Set to TRUE to allow sales with zero/negative stock; FALSE to prevent it.
- FOR_PURCHASE / FOR_SALE: Set to TRUE or FALSE to control transaction availability.
- ALARM_QTY: The minimum stock level that triggers a low-stock alert.
- Financials & Accounts: COST (purchase cost per unit), along with Chart of Accounts codes for tracking: ACCOUNT_ASSET_CODE (Inventory), ACCOUNT_COGS_CODE (COGS), and ACCOUNT_REVENUE_CODE (Revenue).
- Pricing, Units & Barcodes:UNITSET_NAME: Defines the unit of measure (e.g., Box, Each).PRICE_1, PRICE_2, PRICE_3: Up to three tier levels for flexible pricing strategies (e.g., Retail, Wholesale).BARCODE_1, BARCODE_2, BARCODE_3: Corresponding barcodes for each price level.
- UNITSET_NAME: Defines the unit of measure (e.g., Box, Each).
- PRICE_1, PRICE_2, PRICE_3: Up to three tier levels for flexible pricing strategies (e.g., Retail, Wholesale).
- BARCODE_1, BARCODE_2, BARCODE_3: Corresponding barcodes for each price level.
- Status & Notes: ACTIVE (TRUE or FALSE) and MEMO (internal notes).
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Phase 3: Importing the Data
- Return to the system and click Browse File to upload your completed Excel sheet.
- Preview the details to verify everything is loaded properly and check for any error messages.
- Click Import to apply the updates to the system.
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