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Product CSV - Importing and Exporting Products

Michael -

 

Kounta offers a beautifully simple import function that will help get your products into Kounta.

 

To get the IMPORT TEMPLATE go to Products then tap The Cloud icon  then tap Export Products 

THEN

The Export option will including any existing products you have and will give you a good idea on how the import works.

To import after applying changes go to Products then tap The Cloud icon then follow the steps.

 


Please note:
Screen_Shot_2017-04-06_at_9.21.23_am.png

If you have the Use tax exclusive prices NO setting in back office, company settings, details, you will get the following columns in your export

ProductID ProductNo ProductName Barcode SellPriceIncTax SellTaxCode CostPriceIncTax CostTaxCode IsModifier PrintDocket Tags CategoryNames SellAccount BuyAccount InventoryAccount ImageUrl

Screen_Shot_2017-04-06_at_9.21.31_am.png

If you are using the tax exclusion price YES, you will get the following columns in your export.

ProductID ProductNo ProductName Barcode SellPriceExTax SellTaxCode CostPriceExTax CostTaxCode IsModifier PrintDocket Tags CategoryNames SellAccount BuyAccount InventoryAccount ImageUrl

Make sure you have added the correct pricing based on your selection.

Pro tip: As an example, 'Use tax exclusive prices NO' is used in Australia, 'Use tax exclusive prices YES' is used in The United States of America.


Description of Field Names
Required fields are marked with a *

ProductID
If this is blank, this row will be created as a NEW product, if the ID field has a number in it, the corresponding row will update this product. Be sure not to mix these around by sorting in your sheet! 

ProductNo
This can be left blank to no ill effect and at this stage isn't used within Kounta itself.

*ProductName
This is the description that you see on your item tiles on the Point of Sale, it is also what will show on the customer's receipt and production dockets and the Kounta Bump Screen

Your staff can search for this description using the search feature on the Kounta POS Sales Screen.
All product names need to be different. 

Barcode
Used in conjunction with a barcode scanner or the search function. This number must be unique for each product.

*SellPriceIncTax / SellPriceExTax
A company-wide SELLING price. You can sell this product at different prices using features like Option sets, Price lists and variants but you will need to choose a starting price in this field first.

*SellTaxCode
The CODE of the tax that is applicable to selling this product (Check this under Company > Taxes). By default, you can enter either GST or FRE in Australia or FRE only if anywhere else in the world. We recommend adding any additional taxes before performing your import. 

CostPriceIncTax / CostPriceExTax
A company-wide BUYING price used for purchase ordering and COGS reporting

CostTaxCode
The CODE of the tax that is applicable to buying this product (Check this under Company > Taxes). By default, you can enter either GST or FRE in Australia or FRE only if anywhere else in the world. We recommend adding any additional taxes before performing your import.

*IsModifier
Adding a 1 in this column will turn the corresponding product into a Modifier.
Adding a 0 in this column will leave this product as a normal product

 

*PrintDocket
Adding a 1 in this column will turn on the ability for this product to print a production docket
Adding a 0 in this column will turn off the ability for this product to print a production docket

Please note: You still need to set up production printing for products to print production dockets. This does not affect what ends up on the tax receipt as all products (other than free modifiers) appear on the tax receipt.

Tags
A new feature that assists your search function, in the Retail example we have used keywords such as the colour, or season of an item. You can tag an item as many times as you want, simply separate each tag with a comma in the import.

Please note: Tags are used for searching and reporting.

CategoryName

Screen_Shot_2017-04-06_at_10.26.06_am.png

Categories group product tiles on the Kounta Point of Sale and are listed down the left-hand side of the Point of Sale (as seen in the image above)

They also are used for general reporting in Back Office.

If you plan to sell a product it will need to have a category as products without a category don't appear on the Point of Sale.

You can also include multiple categories by separating them with commas. (eg. Food, Entre, Sides)


SellAccount
Type 0 if you do not sell this item - useful for stock items, otherwise type a number that corresponds to this products relevant income account in your Accounting platform chart of accounts. This can be left blank to no ill effect

BuyAccount
This can be left blank to no ill effect

InventoryAccount
Type 0 if you don't want to stocktake this item. This can be left blank to no ill effect

ImageUrl 
This is used for adding multiple images to products that will show up on your POS Sales Screen. You can copy an images URL from websites to link their image's to your products. Do note that if the URL of the image changes, this will result in the link being broken. 

Example:
The link http://www.kounta.com/wp-content/uploads/2013/10/mediakit_logo.jpg would apply a Kounta Logo image to a product.

Screen_Shot_2017-04-06_at_10.32.07_am.png

If you would like images to appear on the Commbank Albert you will need to import them manually as only images imported directly into Kounta show on the Albert.


Saving your CSV
If you are using an application such as Excel for Mac to edit the .csv file. When saving the file, select the Format as Windows Comma Separated (.csv). This will ensure the .csv file can be imported into Kounta successfully.

 

If your import fails, please send it in an email to support@kounta.com outlining the errors you encountered. 

Have more questions? Submit a request

Comments

  • Avatar
    Hayley Slater

    So the assumption is that if I export the existing product list from Kounta and update certain product fields on the excel i.e. Sell Account and then import back onto Kounta that the products will auto update with this 'new' data. And if I wanted to add multiple new products (i.e. if I have a new menu) that I can complete the export the existing list, add the new items and complete all fields (except the ID) that this will bulk upload? Thanks.

  • Avatar
    Josh

    Hi Hayley,

    You're pretty much spot on.

    If you leave the ID on a row then it will update the fields you have changed
    If the ID field is empty then it creates a new product
    You don't need the existing products when reimporting so feel free to remove them from the sheet if you wish.

  • Avatar
    D Richardson1985

    Hi,

    Is there a way to link component products in the .CSV file? EG: A Keg of beer product linked to Pint and 1/2 Pint products. I can't see this option anywhere? It works using the "Made Here" options in the Back Office but is there a way to Setup these links when importing the .CSV product list?

    Thanks
    Dan

  • Avatar
    Ebony

    I would also like this - way to import all variants of each product as every one of our products comes in 3 sizes and 3 price tiers.

  • Avatar
    Oscar Healthcare Furniture

    Hi,
    --I was trying to upload products ... I tried 5000 products to upload could not finish as it was too big.
    --Then I tried to upload 180 products and it is 2nd day today and could not upload. Is there any reason why the product is not importing ?
    --We are thinking to use kounta POS commercially but before start using we need to make sure it works.
    -- Another problem is we could not search product by model from product page. It is very important to have a search query by model number.
    --- Finally Kounta does not allow company logo on receipt which will not help any company to grow. As branding is one of the most important issue to grow any business.

  • Avatar
    Scott Griffin

    The import is stuck?! how do i cancel it?

  • Avatar
    Andrew Sturges

    I am in the same boat as Scott, I set a file to import and it errored, I fix the error in the spreadsheet and went to upload it again and the system will not let me choose a new file. I have cleared browser history and the fault remains.

  • Avatar
    Storm Dutton

    Same boat as Andrew and Scott!

  • Avatar
    Jen Hanrahan

    Yes - definitely need a way to import variations/variable products. Clothing/footwear/apparel stores add hundreds of new items each season (with numerous sizes each) - each size with its own barcode. Doing it manually this way won't cut it https://support.kounta.com/hc/en-us/articles/203349590-Create-Products-with-Variants

  • Avatar
    Indra Elnino

    I've uploaded the file to csv format and success but there is absolutely no change

  • Avatar
    Indra Elnino

    I also edit in accounting menu "i sell buy" becomes no and the inventory of the menu made here into purcahased in individual, but returned to normal can not be changed

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