LIGHTSPEED RESTAURANT INVENTORY EXPORT HOW TO
LIGHTSPEED RESTAURANT INVENTORY EXPORT UPDATE
LIGHTSPEED RESTAURANT INVENTORY EXPORT SOFTWARE
LIGHTSPEED RESTAURANT INVENTORY EXPORT DOWNLOAD

Optionally, use the available fields and filters and click Search to refine your results.

From the main menu, click Customers > Customers.

make bulk updates to your customer data via our Retail Imports Team.

From here, click Continue with import to import the products into your store.In Lightspeed Retail, you can easily export your customer data to: Once successful, you will be taken to a confirmation screen. Once you've made the required changes, reimport your file by either dragging and dropping it into the Retail POS window or starting again from step 1.Ħ.

LIGHTSPEED RESTAURANT INVENTORY EXPORT DOWNLOAD

From here, you'll be able to view the missing column(s) and download a new version of your file to make sure the missing columns are added. If any mandatory columns are missing from your file an error screen will appear. If there are no further column errors during this step move straight onto step 6.ĥ. Once you've matched all the columns correctly, click continue. You'll also have the option to change the matching of any other columns or choose not to import a specific column.Ĥ. At this stage, you'll be able to view any unmatched columns and fix them by selecting the correct column from the drop-down menu. If Retail POS detects any errors you will be taken to the column matching screen below:ģ.If the validation is successful move straight onto step 6.As soon as you place your file here, Retail POS will immediately perform a check to make sure your columns match. Drag and drop your file, or click Choose a file to upload to search for and add the file.Ģ. To validate and import your product spreadsheet, you must first n avigate to Catalog > Products and then click Import. It will check for any formatting issues or errors such as column headings and mandatory fields and let you know if any of these errors are present in your file. The Retail POS spreadsheet checker will look for some of the most common import errors in your file before it imports into your store. Once you have finished editing the product export spreadsheet file, you can import it into your store.

LIGHTSPEED RESTAURANT INVENTORY EXPORT HOW TO

If you're not sure what should go in each field, refer to our Understanding your product catalog fields and How to bulk import products guides.Ħ. This is so any changes in your inventory levels due to sales you make while you are working on the CSV are not overwritten when you reimport the file.ĥ. Always delete all of the inventory columns (including their headers) when editing product CSV files.

LIGHTSPEED RESTAURANT INVENTORY EXPORT SOFTWARE

Open the downloaded file in Excel, or use free spreadsheet software such as Open Office or Google Docs.Ĥ. You should never edit your backup file directly.ģ.

Make a copy of the exported file and save it as 'product-export-backup' to ensure you have a backup copy in case a mistake is made. If you want to use a CSV, please see our article Formatting your CSV file using Open Office for tips on how to do this safely.Ģ. To avoid SKU formatting issues, we recommend exporting product catalog as an XLSX file.

If you only want to edit a portion of your product catalog - e.g the products from a specific supplier - use the filters to locate the products that require updating before exporting.

to export a complete list of your product catalog. N avigate to Catalog > Products and click Export list.

LIGHTSPEED RESTAURANT INVENTORY EXPORT UPDATE

To update your products using a spreadsheet file (CSV, XLSX or XLS), follow the steps below:ġ. Exporting and editing your product catalog If you make any changes to your SKU's using a CSV import we strongly recommend you check your current sequence number in Setup > General and update it if necessary to avoid any SKU duplication going forward. Important: Updating SKU's through a CSV import will not automatically update the next SKU sequence number in Retail POS. Leaving the tax rate fields blank will NOT update the tax rate to your store's default rate. For more information on these fields check out this list here. Leaving the type or tag fields blank will overwrite any preexisting type or tag data you have in Retail POS. If you want to update your stock levels, make sure you either complete a stock order (to add stock) or an inventory count (to remove stock). Leave the field blank when you're creating new products. This is a number Retail POS generates as a unique ID for each product.

Do not change or remove the ID column or IDs themselves.Before you beginīefore you begin editing your product catalog spreadsheet, these things are important to know:Īlways save a backup copy of your CSV file before you start editing it. This might be done to change pricing across the product catalog if it's the end of a season and products need to be deactivated or to update tags or product categories. Using a spreadsheet (CSV, XLSX or XLS) to format product data quickly, you can easily edit your existing product catalog in bulk.

Lightspeed restaurant inventory export