Veepan
  • Veepan User Guide
  • Getting Started
  • Registration
    • Creating your Account
    • Activating Account
    • Basic Setup
  • Fundamentals
    • Invoicing
      • Create Invoice
      • Edit Invoice
      • Download Invoice
      • Record Payment for Invoice
      • Add QR Code to Invoice
      • Create Purchase Invoice
      • Create non-GST Bill / Simple bill
    • Inventory
      • Add Product
      • Edit Product
      • Importing Inventory
      • Generate Barcode
    • Services
      • Add Service
      • Edit Service
    • Sales
      • Create Sales Entry
      • Edit Sale
      • Record Payment
      • Create Invoice for Sale
    • Subscriptions
      • Create Subscription Plan
      • Create Subscription
      • Record Payment for Subscription
      • Create Invoice for Subscription
    • Purchases
      • Create Purchase Entry
      • Edit Purchase
      • Record Payment
    • Accounting
      • Balance Sheet
      • Income Summary
    • GST Filing
      • GSTR1 Json data
      • GSTR1 Filing
    • Customer
      • Add Customer
      • Edit Customer
    • Vendor
      • Add Vendor
      • Edit Vendor
    • Manage Expenses
      • Add Expense
    • Manage Assets
      • Add Asset
    • Chartered Accountant
      • Add Accountant to Business
      • Access Client Business Invoices
  • Use Cases
    • For Consultancy Firm
      • 1. Basic Setting for Consultancy
      • 2. Create Consulting Services Entry
      • 3. Create Consultants Entry
      • 4. Create Sales Entry for Consulting
      • 5. Create Invoice for Consultancy Sales
      • 6. Record Payment for Consultancy Sales
      • Create Service Tasks
      • Assign a Consultant to each Consulting Service
      • Payment to Consultant
    • For Gym Management
      • 1. Create Subscription Plan for Gym
      • 2. Create Subscription for new gym member
      • 3. Record Payment for Gym Subscription
      • 4. Create Invoice for Gym Subscription
      • Mark Attendance for Gym Member
      • Enquiry Entries for the Gym
    • For Automobile Service Center
      • 1. Basic Setting for Automobile Services
      • 2. Add Stocks for Automobile
      • 3. Create Purchase Entry for Automobile Products
      • 4. Create Sales Entry for Automobile
      • 5. Create Invoice for Automobile Sales
    • For Diagnostic Center
      • 1. Basic Setting for Diagnostic
      • 2. Create Diagnostic Tests Entry
      • 3. Create Sales Entry for Diagnostic
      • 4. Create Invoice for Diagnostic Sales
      • 5. Record Payment for Diagnostic Sales
  • Become Partner
    • For Sales Partner
      • 1. Create Account
      • 2. Send Approval Request
      • 3. How to Refer
      • 4. Track all Referrals
  • Extras
    • Keyboard Shortcuts
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On this page
  • Steps to Import Products in bulk.
  • Prepare the Excel Sheet
  • Uploading to the Inventory
  • Add to Inventory
  1. Fundamentals
  2. Inventory

Importing Inventory

Veepan supports bulk Item Imports in the inventory.

Steps to Import Products in bulk.

The products can be imported to the Inventory via Excel Sheet.

Prepare the Excel Sheet

  1. Prepare the Excel Sheet to list all the products to add to inventory.

  2. Download the Format of Excel Sheet here.

  3. Explanation of columns in the above excel sheet format :

    • Item Name - Enter the name of the product. E.g. I Phone 12

    • Item Num - Enter the product code / product no. E.g. ITM102

    • HSN - Enter the HSN code.

    • MRP - Enter the MRP of the product.

    • Discount (%) - Enter the discount percent, this is used to calculate the purchase cost. E.g. If MRP entered is 100, and Discount(%) is 10%, the excel sheet will automatically calculate the Purchase Cost column.

    • Purchase Cost - If the user does not wish to use the Discount(%) column, one can enter the Purchase Cost directly here. It is important as it will be used to calculate the inventory value.

    • Initial Quantity - Enter the initial quantity of the product in the inventory. E.g. if the initial quantity is 10, then the inventory will contain 10 quantities of the product after the upload.

    • Reorder Quantity - If the quantity of product in the inventory goes below the Reorder Quantity level, the system will notify that this product is low in inventory.

    • GST - Enter the GST of the product.

    • Inclusive of Tax - Mention if the MRP and Purchase Cost is inclusive of tax or not.

    • Unit of Measure - Enter the Unit for the product here.

  4. Save the Excel and the sheet is ready to be uploaded.

Uploading to the Inventory

Follow the below steps to upload the excel to Inventory.

  1. Go to Menu -> Inventory -> Stock Import -> Click on Import Stock button

  2. Enter the details

    • Import Reference - Enter any text, so that the user remembers about the import.

    • Select Excel Template - Select Item Excel. If the business entity deals in clothing, select Clothing Excel.

    • File Input - Upload your excel here.

  3. Click on Submit button.

Add to Inventory

  1. After the above upload, the system will take to the Stock Import page, listing all your products.

  2. Click Add to Inventory button at top right.

  3. The products will be added to inventory. If there is any error product, it will be shown here.

In these simple steps, all your inventory products will be added in one click.

Important: Do not add more than 1000 products to the Excel Sheet.

If the user has more than 1000 products, it's recommended to split the data into junks of 1000.

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Last updated 2 years ago