If your website platform does not have a cost field (for example, Shopify) or you need enter product or vendor information in bulk, you can do this by importing the data from a CSV or Excel document.

Where to begin the import

You can begin importing data from Replenishment, Vendors, Purchase Orders, or Overstock. 

At the top right of your screen in Replenishment, Vendors or Overstock, look for Import.

In the Purchase Order section, click Actions to see Import options.

How to Import cost prices into Inventory Planner

To import cost prices, click on Cost Prices from the Import options.

Then select the file from your computer. No template is needed to upload information. To upload the correct information, match the column in your spreadsheet to the appropriate column field in Inventory Planner.

Click Upload to save this information.

Upload product or vendor information in bulk

To upload additional information that cannot be imported from your website platform or inventory management system, click on Import or Actions in Replenishment, Vendors, Purchase Orders or Overstock. Uploading several fields of information can be done easily with a Single Vendor Catalog.

Then select the file from your computer. No template is needed to upload information. To upload the correct information, match the column in your spreadsheet to the appropriate column field in Inventory Planner.

Click on Upload at the bottom of the screen to save your information.

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