Open the stock file spreadsheet, arrange the data columns into the following order and save as CSV Type. Fields in red are optional.


Notes: See General / Importing Data and Working with Excel for more information.


Column
Stock items field name
Description
A
Part Number
Main Part Number
B
Superseding number
A part number the item supersedes to (If any)
C
Description
Main (Short) Description
D
Sell Price
Excluding tax (without commas or currency symbols)
E
Buy Price
Excluding tax (without commas or currency symbols)
F
Tax Code
1 = Standard rated, 2 = Zero rated
G
Discount Code
For reference only. Cost should be automatically calculated in conversion
H
Format Code
To format part numbers (insert dashes) for display (Future Use)
I
Category Name
eg: Spark Plugs - NGK (Or new Code option)
J
Brand Name
eg: NGK
K
UserDefinedPrice_1
Other Prices if required
L
UserDefinedPrice_2
Other Prices if required
M
Barcode Number
If the item has a different barcode number
N
Long Description
eg: A catalogue description (can contain HTML)
0
Picture Location
eg: file name if in same location or full URL if on web (will add to Library)

Note: If marking up the price when importing the UserDefined_3 field will contain the original Retail price