Once you have created categories, you can create an item record for each item you sell. You may enter items one at a time using Item Setup or you can import your inventory. 

IMPORTANT!
Before you begin, ensure that you have at least one tax category set up and selected as your default. If you will sell items that have different tax categories, such as food, alcohol, general merchandise, etc., create those tax categories too. Then, ensure you have the same exact name for the tax categories in your import file, and the system will assign all your items to your selected tax categories during the import process.

You can use an Excel or .CSV file to transfer inventory to our system. The file item limit for importing is 500 items. If you have more items than the limit allows, separate your master file into smaller files and import them one at a time.

NOTE:
Essentials Light users have an inventory limit of 500 items.

• Make sure that you have entered values for all of the required fields (Category, Item Name, Price).
• When you begin your import, a pre-test checks for file size and that all required fields have a value. If the test fails, the system will alert you.
• You can assign up to five modifier groups to an item when using the standard Back Office item import template.
• The item import tool will edit any information for existing items, so every time you do an import you need to make sure that all of the information for existing items is correct. This means you can edit information using the import tool, but if you miss a box on the import of an existing item, that field or flag will be empty once imported. A best practice is to complete an item list export before importing so that you start with the most current information.