TABLE OF CONTENTS
Items Management is the key source for prices, GL assignments, and item descriptions that your company purchases.
Items Management in Precoro facilitates a purchasing process for businesses in the following ways:
- Purchase orders are filled out with the correct item names and SKU numbers, so there are no misunderstandings with suppliers.
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GL accounts/cost centers are assigned automatically with predefined settings. It means that the accounting team will no longer worry about the account codes.
Import Items in Bulk from the Item Management
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Navigate to the left-side menu, choose the Suppliers and Items tab, and go to Item Management.
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Press Import Items and download a template file.
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Fill out all the required fields marked with * in the template.
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Upload the file and press Next Step.
When importing or updating items, you are free to include up to 7 000 items per one upload and the file should be in XLSX format.
Please note that all items will be imported as active by default.
Required fields to fill out:
- SKU Number, Item Name, and Price.
There is a character limitation for the Item Name and SKU #: 300 characters.
- If the Inventory module is active, there will be one more required field: Item Type.
- If the Items Custom Field is required in Item Management, you have to fill it out.
Please follow this link to learn how to Update Items in bulk.