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Point of Sale Solution Back Office Advanced Inventory Management

August 10, 2025

Description

How to download, edit, and upload only item information in your inventory list

What's in this article?

Software Plan: Basics | Starter | Growth | Pro
 

Advanced inventory management provides a streamlined way to bulk update your item inventory information. 

Manage item detail in an inventory list

Download your current inventory to make bulk edits to item information, then save and upload your updated spreadsheet to make all adjustments at once. This process is similar to the Item Import/Export function available, but simplifies the spreadsheet to include only the item information.

  1. In the Point of Sale Solution Back Office, select Advanced Settings > Inventory
  2. Click Download inventory to download your inventory or inventory template.

    Download inventory option
  3. Edit the downloaded list as needed.
  4. Click Choose file, then select and open the updated spreadsheet.

    Choose file option
  5. Click Upload.

    Inventory Upload option
  6. Review the inventory changes you have made, then click Publish.

    NOTE: If you need to edit the changes, click Clear, then click Clear again. Update the spreadsheet, choose the file, and upload it again.

    File uploaded successfully status message



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