This article will guide you on how to import your catalog to QuoteMachine Inventory management system. This is a separate step than adding products to your base catalog.
1. Before activating QuoteMachine's inventory management system and before importing the catalog for QM inventory, please ensure that Lightspeed, Shopify or any alternative inventories are disabled. The feature is not compatible with any other integrations.
2. These steps should only be completed after you have finished setting up your QuoteMachine inventory management system. See here (INSERT ARTICLE TO MAIN FEATURE)
You can import your catalog for QuoteMachine inventory according to the following instruction:
Step 1: Once the inventory feature is enabled by QuoteMachine staff, log in to QuoteMachine from an admin user account.
Step 2: Select "Imports" tab from the inventory section:
Step 4: Click on "New import":
Important note: If you want to upload your first import, You MUST first create your stock location as shown below :
Step 5: Click on " Download CSV template"
- If you are using Chrome → a file will be downloaded. This can be edited and products that are currently in your catalog can be updated by modifying numbers in the CSV.
** Products not existing in the catalog must be created first to have any quantity uploaded from this CSV.
- If you are using Safari → file should download and work the same way but if not → left click and select “Download file A” and then select CSV.
Step 6: Update the CSV template with quantity at hand
A. You should first export a catalog file (Fig. 1 below). Product IDs will be available in that document under "id" column. You would add these product IDs in the file in Step B.
The Quantity on hand refers to the number of products currently available as per a given stock location (that can be one physical location or a group of physical locations).
B. Fill up the template you downloaded in STEP 5 with the product IDs. Quantity on hand should reflect the total quantity of all physical locations for one specific product of a created stock location. (See Fig. 2 below)
C. The unit cost assigned will be based on the cost calculation you selected and will take the unit_cost of the CSV per the product’s row as the value assigned.
- After modifying the .CSV file, upload it to the import pop-up.
**NOTE: If you have any errors, you can troubleshoot the import error by opening the file in Google Sheets and downloading it in "Comma separated Values (.CSV). Then close the import po-up window and try a new import.
Step 7: Verify that your import successfully uploaded and its status is “Completed”
If it is in “Progress” wait a few minutes:
Then Head to the product’s page, then click “Inventory” tab:
If import succeeded and status of the import is “Completed” then you should see the current stock listing. It will also display the quantity on hand with the new principal value of what was imported in Quantity_on_hand row in Step 6B.
Finally, The "Adjustment history" listing on the product’s page under “Inventory” should display the import:
For more information, head to the articles below: