Product Master Update Process¶

Product Update is a feature that allows you to modify or update existing product information in the software. This includes changes to product categories, units, prices, tax settings, and other product-related details. It ensures your product database remains accurate, up-to-date, and aligned with business requirements¶

Steps for Update Product Master:¶

1. Go to the Main Menu and click on Utilities.¶

2. Click on the Migration¶

3. Select the Master Migration¶

4. Select the Product Update¶

5. Click on the Download Sample Excel¶

6. Open the downloaded file in Excel and click Enable Editing.¶

7. Filling the Sample File:
● Fill the inputs according to the column headings or the sample data provided.
● Before saving, delete the first line (sample row).
● Save the file in Downloads or on your Desktop.¶

8. Return to the software and click on Upload Sheet.¶

9. Click On the choose file¶

10. Select the file from your saving destination (Downloads or Desktop), and then click open.¶

11. After selecting the file in Choose File, click Upload File to submit it.¶

12. A “Request Successful” message will be displayed on your screen.¶

13. If an error occurs, a popup message will appear. Click on the Upload Status to view details.¶

14. Select the Update Product menu and click Download Status to download the error file. Open the downloaded file in Excel, correct the errors, save it, and repeat the Upload Sheet steps until a “Request Successful” message is displayed.¶