One of the most critical and important steps in onboarding a new customer is to get the SKUs into the system. Now, there are two types of users. 


  1. Those who have used some other software, or excel sheet to record past purchase data.
  2. Someone starting new.


This process is for users who already have past data in some form. EagleOwl requires you to have the data in the below format such that it can be imported in a jiffy. 


The column names don't have to be what we have shown below. These will be mapped to the expected column names while importing. For e.g. Instead of Qty, it can be Quantity. 


Date

SKU Name

Qty

Unit

Rate/Unit

Supplier

30/12/20

Orange Imp

1

kg

600.87

Sample

30/12/20

Tinned Pineapple

1

tin

487.5

Sample

30/12/20

Pineapple

1

kg

280

Sample

30/12/20

Pomegranate

10

nos

380

Sample

29/12/20

American Corn Frozen

1

kg

180

Sample

30/12/20

Banana Leaves

15

nos

180

Sample

30/12/20

Chicken Breast Boneless

10

kg

2800

Sample

30/12/20

JW Black Label

1

btl

4800

Sample

31/12/20

Black Dog 12 Yrs

3

btl

7800

Sample



  • Use proper case for all texts (SKU, Suppliers), it's much easier to read. Avoid usage such as "CHICKEN BREAST BONELESS". 
  • The unit column will be set as the default unit for each SKU
  • Unit can be a standard unit (kg, pounds, litre) or non standard (pkt, btl750, case24)


Note that a SKU might have multiple units but only one shall be set as default. Standard units and their conversions are taken care of by the system automatically. For non standard units, conversions should be done. You can refer to the conversions article


  • The 5th column shows the rate per unit, however, if you have a sheet that has the total price, that would work too. The system needs either unit price or total price. 
  • Supplier name can be actuals (if you have the information) or use 'Sample' or any text. 


Here's the Youtube link that shows how past purchase data is imported into Stores. 


Note:

If you are a multi-outlet chain with the same SKUs used everywhere, repeat the import process for all outlets. You can do this in parallel tabs.



You can also refer to the attached sample purchase importer.