How to add Stock Items

Stock Items are the foundation of your inventory management. They represent every ingredient, product, or material you track, purchase, consume, or sell. Setting them up accurately ensures reliable stock counts, smooth purchasing, and correct costing in your recipes and reports.

This guide covers how to add Stock Items individually or import them in bulk.

Option 1: Add Stock Items One by One

1. Go to:

   Stock → Stock Items

   
   

   Click:

   Add "+ New Stock Item"

   
   
2. Enter Key Details:
   • Name (e.g., "Tomato, Fresh")
   • Abbreviation
   • Stock Category (e.g., "Vegetables")
   • Unit Price
   • GL Account Code
   • Track Stock (e.g. "Yes" or "No")
   • Allow Decimals (e.g "Yes" or "No")
   • Measurement Type (e.g., "Kilogram", "Litre", "Each")
   • Breakdown (e.g. "S", "M", "L")
   • SKU /Barcode
   • Alternate SKUs
   • Low Qty Warning
   • Surplus Warning
   • Default Supplier (optional)

     • To be added into Stock > Suppliers.

       
       
3. Save the item.

Option 2: Bulk Import Stock Items

1. Download the Import Template:
   • Go to Stock > Stock Items
   • Click "+ Import Stock Item"

   • Click "Stock Import CSV Sample" and download to your device.

     
     
2. Fill Out the Template:
   • Enter all stock items and details into the spreadsheet.
   • Fields:
     • StockName
     • StockCategory
     • GLCode
     • TrackStock
     • SKU
     • BreakdownType
     • Breakdown
     • BreakdownAbbr
     • Cost
     • LowQty
     • SurplusQty
     • Supplier
     • AltSKUs (separate multiple with a comma, no spaces)
     • QtyOnHand
   • IMPORTANT BEFORE YOU UPLOAD
     • Please double check everything before you upload.
     • Dealing with spreadsheets, CSVs and leading zeros in the SKU and Alternative SKU can be difficult. You may notice when you copy SKUs from others sources to the upload file the leading zeros are removed by MS Excel.
       • If your SKU or Alternative SKU has leading zeros (e.g., "00123"), ensure the column format is set to Text.
         • In Excel: Select the SKU column → Right-click → Format Cells → Choose Text.

         • This prevents Excel from stripping out leading zeros when you copy or paste data.

           
           
3. Upload the File:
   • Back in the system, click "+ Import Stock Item"
   • Select the Location (needed in case you are importing the quantity on hand numbers)
   • Click "Drop files here or click to upload"
   • Locate the file on your computer and click "Open"
   • Follow the prompts to map columns if needed.

1. Review the Import in Reports for errors
   • If you have any errors trying to import the file above it is possible that you have invalid data in your import file or columns are missing. To review you can view the Import File reports to review.
   • Go to Reports > Log and Audit Reports > Imported Files
     • Check for errors
     • Click into the import file report with the link in the first column
     • Export and filter for "True" or "False" in the Error column to get more detail on why a Stock Item didn't import correctly.