How to import your stock from a CSV file

1. Save your list as CSV

In Excel, click File → Save As and choose CSV. In Google Sheets, use File → Download → Comma-separated values.

No list yet? On the upload screen, click Don't have a file yet? Download template, fill it in and save it as CSV.

In the Pharmacy edition each row needs the name, batch no., expiry date, quantity, cost price and sale price (an MRP column counts as the sale price). Salt is optional. Write expiry as MM/YY, like 03/27.

In General Trade only the name is needed. Category, unit, sale price, purchase price, opening stock and low-stock alert are optional.

2. Upload the file

Click Inventory in the left menu, then Import CSV, then Choose file. You can pick a file from your computer, your phone, Google Drive or WhatsApp.

3. Match the columns

Barkat matches your column names to its own fields. Your names don't have to be the same. Check each one under Your columns → Barkat, and set any column you don't want to Don't import.

The screen shows how many rows are ready and how many need fixing, with the reason for each, such as a date that has already passed. Rows with problems are skipped; the rest go in.

Tip: Click Download the rows to fix to get just the bad rows in a file. Fix them and upload that file again. Nothing else changes.

4. Import

Check How it will look, then click Import. Rows that are already in your stock are skipped, not doubled.

Done: Barkat shows how many items are in your stock and their value at cost. Click Make your first bill to try the Counter.