How to associate Items in bulk, with the Master Migration feature in RetailEasy on-cloud?

How to associate Items in bulk, with the Master Migration feature in RetailEasy on-cloud?

In RetailEasy on-cloud (TruePOS), items can be associated with relevant categories, either individually or in bulk. The Master Migration feature can be used to upload Category Values, MRP, Cost and Selling Price, Tax, etc.

 

Benefits of Master Migration: 

Uploading all the items of a store, individually, requires an Item entry master to work for 5 to 6 days, with associated costs. Master Migration reduces this to an hour's time with accurate Item mapping.

 

How to upload items in bulk?

 

Step 1: In the main tab of your RetailEasy on-cloud domain, click on Tools

 

 

Step 2: Click on Master Migration

 

 

Step 3: Sheet Generation > Select a Master > Item Master (from the drop-down)

 

 

Step 4: A sheet containing the Item details, from which the items are added to the domain and associated to categories has to be uploaded. Click on Load Config to configure the columns of your sheet.



 

Step 5: Tick the check-box to enable mandatory or discretionary options on the upload sheet



Note: You can enable any number of categories (out of the existing Category count) on this list. Do not forget to tick the check-box of mandatory categories. Valid column entries are mentioned in the Column Value section.

 

 

Step 6: Click on Save Config

 

 

Step 7: Click on Download CSV to get the template file. RetailEasy on-cloud let's you choose the preferred file destination.



Note: The CSV file can be opened in Excel

 


Step 8:  Click on the downloaded file (on the bottom-left corner) to open.

 

 

Step 9: In Excel, the sheet opens as shown below. You can enter as many Item details as you want.



Note: Do not edit the column titles (templates) after saving the configuration. The first category in your Category screen is Cat_1 and the second Category is Cat_2 and so on. Ensure correct mapping while filing the sheet.

 


Step 10: In the Upload Sheet section, Select a Master > Item Master (from the drop-down).

 

 

Step 11: Click on the Choose File button to browse the file, the chosen file name appears to the right, and click on Upload File.

 

 

Step 12: A message confirming the successful upload of Items appears. You can check for the newly uploaded Items in the Item screen and even edit them individually.

 

RetailEasy on-cloud's Master Migration feature speed up the item upload process and saves you from the tiring process of repeating monotonous steps to upload items and feed their details.

 

 


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