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Point of Sale Solution Back Office Advanced Inventory Management

August 4, 2026

Description

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

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Software Plan: Basics | Starter | Growth | Pro
 

Advanced inventory management provides a streamlined way to bulk update item information, including adjusting available quantities after inventory replenishment. 

You can update multiple items at once by downloading your current inventory, editing it, then uploading the revised spreadsheet. This process is similar to the Item Import/Export feature but uses a simplified spreadsheet that includes only the item information.

To edit and upload multiple inventory items

  1. In the Point of Sale Solution Back Office, select Advanced SettingsInventory.

    Inventory option in Advanced Settings dropdown
  2. Click Download inventory to download your current inventory or an inventory template.

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

    Choose file option
  5. Click Upload.

    Inventory Management upload option
  6. When the file is successfully uploaded, review the inventory changes, then click Publish to apply the updates.

    NOTE: If you need to make changes, click Clear, then click Clear again. Update the spreadsheet as needed, select the file, and upload it again.


    File uploaded successfully status message and Publish button

    Publish button for inventory upload

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