I . Inventory Import

IMPORTING INVENTORY

To import an inventory from the accounting package. Login to the BASIS DESKTOP using your admin credentials

Click on Data Transfer

WAREHOUSE IMPORT

Before we start importing our products. Basis needs to be sync with the warehouses inside the accounting package.

To sync with the warehouses. Tick on the warehouses option and then click on Import.

A notification will show once the warehouse import is completed , just click on Ok

PRODUCT IMPORT

Now we have the warehouses synced. We can now start importing the product inventory.

There are two options to import your inventory

1. First option is to import inventory from all warehouses. To do this, just tick on All warehouse and then click on
Import.

2. Second option is to import inventory from a selected warehouse. To do a selective warehouse import . click on
the browse button.

Select the warehouse(s) to be included on the list and the click on Ok

Tick on products and review import option, once finish, click on Imports.

*By default “ Delete Before Import” and “Update Location” are enabled.

Click on Yes

Click on Yes

Click on Yes

Click on Ok

Click on Ok

The total number of imported product will show on the import products panel.

To view a more detailed imported products. From the Basis Main window click on Inventory.

Now all products imported should appear on the master inventory list .

^{BarcodeApps © 2016}