Setup & Configuration

Item CSV Import

The Item CSV Import is a powerful bulk-loading tool that creates items from a comma-separated file. It auto-creates departments, sub-departments, and vendors that don't already exist, making it ideal for importing an entire product catalog from an external system in a single operation. For a complete walkthrough, see the Quasar Guide. Access from Inventory › Item File Import.

Configuration Fields

All configuration fields must be set before importing. These provide the defaults and account mappings for every item created.

Import File

Path to the CSV file to import. Use the ... browse button or press F9 to select a file.

COGS Account

Default Cost of Goods Sold (expense) account for imported items.

Income Account

Default sales income account.

Asset Account

Default inventory asset account.

Payable Account

Default accounts payable account (used when auto-creating vendors).

Next Dept#

Starting number for auto-created departments. Increments for each new department.

Next Subdept#

Starting number for auto-created sub-departments.

Next Vendor#

Starting number for auto-created vendors.

Default Purchase Tax

Fallback purchase tax when the CSV tax field does not match an existing tax code.

Default Selling Tax

Fallback selling tax when the CSV tax field does not match.

Default Zone#

Price zone for the imported item prices. Required.

Cost Includes Tax?

Check if the cost values in the CSV already include tax.

Price Includes Tax?

Check if the price values in the CSV already include tax.

CSV File Format

The CSV file must contain exactly 13 fields per line, comma-separated. Fields containing commas must be quoted (single or double quotes are supported).

#	Field	Description
1	Item Number (PLU)	Primary item/PLU number. If this number already exists, the row is skipped.
2	UPC	UPC barcode. Added as a secondary number if not already in use.
3	Alt UPC	Alternate UPC. Added as a third number if not already in use.
4	Department	Department name. Auto-created if it doesn't exist.
5	Sub-department	Sub-department name within the department. Auto-created if it doesn't exist.
6	Description	Item description text.
7	Vendor	Vendor name. Auto-created if non-empty and doesn't exist.
8	Size Name	Selling/purchasing size (e.g., “Each”, “Case”).
9	Size Qty	Number of units per size.
10	Cost	Purchase cost per unit.
11	Price	Selling price per unit. Margin is auto-calculated from cost and price.
12	Purchase Tax	Tax code name for purchasing. Falls back to Default Purchase Tax if not found.
13	Selling Tax	Tax code name for selling. Falls back to Default Selling Tax if not found.

Auto-Creation Logic

The import automatically creates supporting records when they don't exist:

• Department — Created using the name from the CSV and the next available department number
• Sub-department — Created under the matching department with tax and account defaults from configuration
• Vendor — Created with the name from the CSV, the next vendor number, and the Payable Account

Each item is stocked in all active stores with minimum/maximum quantities of 1.

Import Results Log

Successfully imported items appear in the list view with their details:

Column	Description
Item Number	The primary PLU/item number.
UPC	The UPC barcode.
Alt UPC	The alternate UPC.
Department	Department name.
SubDept	Sub-department name.
Description	Item description.
Vendor	Vendor name.
Size Name	Size identifier.
Size Qty	Units per size.
Cost	Import cost.
Price	Import price.
Tax	Tax code applied.

Duplicate items and auto-created records are reported in a separate messages window at completion.

Actions

Button	Description
Import	Validates configuration, opens the CSV file, and begins processing. A progress dialog tracks completion with a Cancel option.
Print	Prints the current import log as a formatted report.
Close	Closes the import screen.

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Import Item History

Media Type List