Downloading your stock list excel and making changes
How to download your stock list an as Excel
Head to manage stock.
Click "Download Stock"
Open the stock Excel spreadsheet.
Changes product descriptions, prices and QTYs etc.
Save the Excel.
Re-upload the Excel spreadsheet with the changes you have made.
Important
You cannot add new columns to the spreadsheet.
You cannot change the column titles in the spreadsheet.
Only update the columns:
category
name
quantity
rate
load_priority
weight_in_kg
Do not change stock ids.
Do not change descriptions of products to something new. For example, changing a "chair" to a "table". If you do this your previous quotes and bookings which had "chairs", will now have "tables", very confusing!
When you upload a new stock spreadsheet, ensure you are uploading the most recent saved version. If you upload a spreadsheet that you created 2 weeks ago, your stock list will update with the changes you made 2 weeks ago (as you will have uploaded an old file).
Best practices. When you have uploaded a new spreadsheet to make the changes, delete the spreadsheets from your computer. If you need to make further changes, repeat these steps and download a new spreadsheet from manage stock.
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