Sales Management

Import a Catalog of Products

Quotes, Invoices or Purchase Orders are drawn up by adding one or more Products.

A Product can either be created on the fly each time you make a new Quote or Invoice. Or it can be added from the Catalog of Products.

If you have an existing Catalog in a spreadsheet format, you can easily import it into Upvise.

Goto the Sales web app, Catalog section, Dashboard tab and click on the Upload cloud icon. Select a CSV or XLSX to upload from your local drive.

Spreadsheet Column format

The spreadsheet column names are formatted as follows:

id: (optional) this is a unique identifier of the Product. If not present, the system automatically generates an identifier and creates a new Product. If present, the Product with this id gets updated.

name: name of the Product

code: text for product code

type: text label "product" or "service"

description: free text field

category: name of the category the product belongs to

manufacturer: name of the manufacturer

price: numeric value for the dollar amount of product price

vat: numeric value between 0 and 100 for the Sales tax %

unit: text label for unit name

currency: text label for currency code, e.g. "USD" "EUR"