Importing Item Prices
This document serves as a comprehensive guide for importing item prices into the HirePOS system. It details the necessary prerequisites and the correct data format to ensure a seamless import process.
Prerequisites for Importing Item Prices
Before initiating the import of item prices, it is crucial to complete the following steps:
Import items into the system.
Set up all possible selling units via Setup > Item Related > Selling Units.
Understanding the Item Prices Import Process
Item prices are imported separately from items. This separation is essential as each item may have multiple rates or prices associated with different selling units. Consequently, the item prices import process requires that the rate or price columns in your spreadsheet accurately correspond to the established selling units.
Preparing Your Spreadsheet
You may utilize the original spreadsheet used for importing items. To include rates or prices, append additional columns to the existing spreadsheet. The first column must always contain the item code, followed by the rate or price columns. It is important to note whether your prices are listed as including or excluding any tax. Below is an example of how your spreadsheet should be structured:
Code | Day | Week |
|---|---|---|
1000 | 200.00 | 500.00 |
1001 | 80.00 | 200.00 |
1002 | 140.00 | 320.00 |
Ensure that the data is formatted correctly to facilitate a successful import of item prices into the HirePOS system.
CSV Upload Guidelines
When preparing your CSV files for upload, adhere to the following guidelines:
Avoid commas, quotation marks, and line breaks in any field.
Prices should be in a fixed format with no commas or currency symbols, for example, 2345.50 and not $2,345.50.
Avoid special or unusual characters; stick to standard character sets.
Limit each CSV file to a maximum of 5,000 rows.
Save your spreadsheet as a .csv file ready for import.
Steps to Import
To import item prices, follow these steps:
Go to Setup > Items.
Click the Options button dropdown at the top-right.
Select Import Item Prices CSV.
Browse for the item prices CSV file you prepared earlier.
Click the Preview Data button. Your data will upload, and a preview will be displayed.
Choose whether the prices are Tax Inclusive or Tax Exclusive.
Select the Default Tax Code. Note that all items to be imported should be of the same tax code. If there are different taxes involved, they should be imported separately.
Match the Code column in your CSV to the Code field.
Match the Selling Unit columns in your CSV to the relevant Selling Units that have been set up in HirePOS.
Check and review the matching, then click the Import Data button located towards the bottom-left. The import will be completed, and you will be redirected back to the Items list screen.