Adding and importing your catalog

The catalog is not stock-keeping: it only needs what you want to record at the counter, or to tie a rule or a reward to. You can also record a sale without a catalog, by amount alone.

One by one

On the Catalog page, with the “New category” and “New item” buttons. An item needs a name and a price; the picture, the category and the SKU are optional.

From a spreadsheet

1. 1

   Download the sample

   On the Import page, press “Download the sample (.xlsx)”, or make a .csv file.

2. 2

   Filling it in

   The first row is the header: Category, Name, Price, SKU. Name and Price are required.

3. 3

   Uploading

   Upload the file. You see the result row by row: new, updated or an error. One bad row does not stop the rest.

An item is identified by its category and name together: if both match an existing one, that one is updated; otherwise a new item is created.