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

Post a Comment

Self promotion not allowed. Comments with links to ERP systems other than JBitPro.com will be deleted.

Please respect others, and share your thoughts with the author. Criticism and critiques are welcome!

Popular posts from this blog

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.  This doesn’t mean that everything is
2 comments
Read more

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 our system is. 2. Cost of Ownership If you have ever lea
Post a Comment
Read more

How to Add Inventory Bins

Every time I think about inventory bins, I imagine those little colored plastic bins that his nuts and bolts at the hardware store.  It helps when you can visualize where the inventory is going to be sitting.  In order for your JBitPro ERP system to track your inventory, it is important to tell it where the items or services sit inside of your warehouse .  You might be thinking about the services part of your business right now, and thinking - "Services don't physically sit anywhere!"...and you are right, they don't.  Services are a lot like this Blog post, a thought in mind that only takes form when written on paper or page.  Yet, still it is an item you sell, think of it as a virtual item. Services Inventory Bins?! You might already know where this is headed...Yes we are going to put services into inventory bins, alongside our physical items!  Its not a crime, and as you will see it actually makes some sense when you see how it all fits together. Services a
Post a Comment
Read more