Skip to main content

How to import inventory with JBitPro Cloud ERP

One of the first few things you will need to do in your new ERP System, is to import your customers and inventory.  This will allow you to easily move forward with your business, with out much effort.  If you haven't looked at the "How to import customers into JBitPro Cloud ERP", then click the link above.

Simple Import Process

First thing you will need to do is download the Inventory template, and then paste your inventory into the provided columns.  To do this, click the yellow "Click here is you need the template" button.

So let's get started!


  1. Login to your JBitPro account
  2. Go to the "Data Import" module (tab)
  3. Next, click on Items
  4. Don't forget to download the template if you don't already have it
  5. Paste your inventory items into the template columns
    1. Be sure to include the Id for column "UOMId", possible values are listed here.
  6. Once your template is filled in, click the "Upload" button

Conclusion

We hope you find this to be the simplest import process for any ERP System, and if you require some assistance with your import, please reach out to us and we will help you get your inventory imported. We accept new support requests at no charge through support@jbitpro.com, so feel free to reach us there.

We hope you will sign up for your free 30 trial of JBitPro and let us know what you think.  Let us help your business succeed!

Comments

Popular posts from this blog

10 Reasons to Sign up for JBitPro ERP now!

You might be content with your current ERP solution, or you might not have one currently.  If you don’t have one, you might be thinking about how expensive an ERP solution is.  This is the one truth in the ERP market today.  Most are very expensive, when you add up all of the things you will need to get it working for your business.  So, what makes JBitPro different?  There are 10 things that make JBitPro different, and the one option you should give strong consideration to.  Let’s consider them, and you be the judge. 1. Simplicity Have you ever used SAP, or even seen their interface?  If you have, can you confidently say “I can setup and use SAP without the assistance of a consultant or expensive training?”  This is one of the key differences with JBitPro.  Our ERP is designed to be simple, and to prove it we want you to see our simple interface for free.   Sign up for you free 30 day trial  and have a look at how simple o...

Why Choose Managed IT Services?

Why would anyone want to hire a IT consultant to handle complex technology needs for their business?  Doesn’t it make more sense to hire a full time IT person to make sure everything is running tip top? These are questions well worth their weight in gold.  Any smart business owner or leader serves their company well by pondering these questions.  If you are to succeed you must have the right technology in place.  And it must be reliable! Communications At the core of your business, is the need to communicate with your clients and employees.  This means you must have a set of tools that allows your team to engage those customers and personnel that keep things moving forward positively.  With the increased reliability and security offered by big cloud providers at an affordable price, it makes sense that companies are flocking to services such as Office365 and Google S-Suite for their company email and inter-office communications platforms.  Th...

Family Time is VERY Important!

It's the beginning of another new year, and you have a long list of things that you want to accomplish.  One of those things is more important than any of the others.  More important than making more money, more important than loosing weight, more important than exercising more.  What is important that these other goals, so much that it makes them seems small in comparison?  Spending more quality time with your family!  It is one of the most sought after goals around the world, year after year.  We say it every year "This is the year I spend more time with my family!"  And year after year we can't find the way for this goal to be accomplished. The Problem... To accomplish anything in our lives we must take time away from other pursuits, and use that "bought" time to work on our goal.  Why is this a problem?  All of us have said these words at some point "...there just isn't enough time in the day..."  This is a common problem for any...