Preparation in the Site Manager
Before importing the Excel document three things need to be prepared:
- The bar code setup must exists for your item barcodes. Note the ID of the Barcode setup.
- The sales tax setup must be completed. You need to have the IDs of the item sales tax group ready for your items ready.
- The Site Manager user who imports the excel sheet must have the following permissions. If any of the permissions are missing for the Site Manager user, the import operation will not be shown.
- Edit retail items
- Manage retail item bar codes
- Manage retail departments
- Manage retail groups
- Edit customers
- Edit currencies
- Edit vendors
