Published Last updated Written and reviewed by the Resale Intelligence team
Move the devices already in your shop in from an Excel or CSV file, with cost and receive date. Models and IMEIs are checked first; cash is untouched.
- Who can do this:
- Owner, Store Admin, Manager (role defaults; the owner can change them)
If your shop already keeps its stock list in Excel, you don't need to type each device again. Import the whole file at once. The system matches each model to the catalog and checks IMEIs, costs and dates first, and nothing is saved until you confirm.
Before you start
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Use an .xlsx or .csv file of up to 5 MB and up to 5,000 rows per file. Split a longer list into several files.
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The first row holds the column headings, then one row per device. Headings can be in Thai or English.
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You need at least the Model and Cost price columns. Add any others you have, such as Brand, Storage, IMEI, Grade, List price and Date received.
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Phones need an IMEI. Other devices need either an IMEI or a serial number.
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The person importing needs Import data, Add items and View cost and profit. By default that is: Owner, Store Admin, Manager.
No file yet? You can download a template; see Template files and column mapping.
Steps
Open Import data and, on the Existing stock card, tap Choose file.
Choose the file, pick the Default branch for rows that don't name a branch, then tap Read file and match columns.
Check that each field is matched to the right column. The system has already guessed and shows sample values under each field; you can change any of them. Then tap Validate data.
If some model names could not be matched, pick the right model in the Choose models for names the system couldn't match card and tap Save and re-validate.
Look at the Ready to import, Warnings (can be imported) and Errors (won't be imported) counts. When you are ready, tap the import button, then Import in the Confirm import window.
The import runs in the background, so you can close the page while it works. When it is done, tap View created documents to see the Opening stock (import) document for each device.
What happens to the items
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Each device goes into stock with the status Ready to sell and its own item code, ready to sell straight away.
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Stock age counts from the Date received in your file. Without it, age counts from the import date, so add the real date if you know it to keep aged stock alerts right from day one.
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The cost in the file becomes the device's purchase cost and is used for true profit when it sells.
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The import does not touch cash, because the money for these devices was spent before you started using the system. Set the money you actually hold now as your opening balance instead; see Set the opening balance before you start.
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Opening-stock documents do not count as purchases in your plan's monthly limit.
If something goes wrong
Rows with errors are not imported, but they don't hold back the other rows. Import the rows that are ready, then fix the rest and import them as a new batch; see Fix rows with import problems. If the whole file was wrong, you can roll the batch back within 30 days; see Roll back an import.