When you just started using Treezsoft cloud accounting software, you might have a list of existing stock items you want to update into TreezSoft. You can enter each stock item manually. The good news is if you have a long list of stock items to be entered into TreezSoft, you can use the template we have prepared for your convenience to import the list of stock items all at once.
To enter each stock item individually, you can refer to this link.
How to import stock items all at once?
To import the list of stock items to TreezSoft, navigating through Stock > Manage > Stock Items.
Click on the “Import" button at the bottom left corner.
You will see the screen below after you click on the import button.
1. Click on "Browse" to select your stock Items based on a formatted CSV file provide by TreezSoft.
2. Click on "Upload' to proceed.
To import a list of stock items, you can download the template from this link, or go to https://www.treezsoft.com/support.html > select Stock Items
You can refer to the table below on the columns and restrictions when filling the data.
| Column |
Description |
Mandatory |
Remarks |
| Code |
The stock item code |
Yes |
|
| Name |
The stock item name |
Yes |
|
| Stock Group |
The classification of stock item |
Yes |
Value: Stock Group Code |
| Stock Control |
The activity of checking stock |
Yes |
Value: Yes/No |
| Costing Method |
The process of assigning value/cost to inventory |
Yes |
Value: Fixed Cost/Weighted Average/FIFO/LIFO |
| UOM |
Unit of measurement |
|
|
| Selling Price |
Selling price |
Yes |
Not allow negative
Max. 2 decimal places
|
| Purchase Price |
Purchase price |
Yes |
Not allow negative
Max. 2 decimal places
|
| Standard Cost |
The expected cost/ estimated future cost |
Yes |
Not allow negative
Max. 4 decimal places
|
| Barcode |
Barcode |
|
|
| Contain Serial No. |
The number assigned to each individual product |
Yes |
Case Sensitive
Value: Yes/No
|
| Sales Tax |
Sales tax |
|
Value: Tax Code |
| Purchase Tax |
Purchase tax |
|
Value: Tax Code |
You can visit these links to read more about the stock items in TreezSoft:
You can also read more on the import function in TreezSoft blog by visiting these links:
TreezSoft is a cloud accounting software for Small and Medium-sized Enterprises (SMEs). It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. Our aim is to help reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their company efficiency at minimum costs. SMEs can use TreezSoft to keep track of their expenses, accounts, daily operation e.g. Point of Sales (namely QPOS) system and etc.
Visit TreezSoft at http://www.treezsoft.com/ to sign up for a 30 days trial account with us!
You can also email us at [email protected] for more inquiries.