How to bulk upload batches?
If you want to upload batches for multiple items in bulk, you can do so easily with our " Bulk Upload Batches" option.
Let's see how:
⚠️Note: This method is only applicable for items for which Batch-wise tracking is enabled.
Also, you can only upload new batches through this method. To update stock for existing batches, do a Bulk Stock Adjustment instead.
Go to Accounting > Inventory > under the “Add Item” dropdown, and go to “Bulk Upload Batches” as shown below:
After you click on “Bulk Upload”, a pop-up form like the one below will open up:
Before uploading your CSV file, we recommend that you download the sample format first to upload your Batches without any errors.
Your sample CSV file will look like this:
You can remove the test values from the sample file and add details of the Batches to be added in this sample file only.
But before that, ensure you know what each field means, what fields are mandatory, what restrictions you have to keep in mind, etc.
Let’s learn more about this for each column header:
1) SKU ID (Mandatory): SKU ID of the item to which you are adding the batches.
2) Item Name (Optional): Name of the inventory item.
3) Batch Code (Mandatory): Batch code of the Batch.
Note that you can only upload new batches through this method. To update stock for existing batches, do a Bulk Stock Adjustment instead.
4) Batch Name (Mandatory): Name of the Batch.
5) Manufacturer Name (Optional): Name of the Batch manufacturer.
6) Manufacturer Batch Number (Optional): The Batch number of the manufacturer.
7) Manufacturing Date (Optional): Date of manufacturing.
8 ) Expiry Date (Optional): Date of Batch expiration.
9) Vendor Unique Key (Mandatory): Vendor ID. Can be found in your Vendor Dashboard under the Unique Key column:
⚠️Note that you have to choose from existing Vendors here. You can not add a new Vendor with this Bulk Upload.
10) Initial Stock (Mandatory): Initial stock of the batch.
11) Purchase Price (Optional): Purchasing price of the batch.
12) Sales Price (Optional): Selling price of the batch.
13) Warehouse Stock (Mandatory if enabled): Warehouse-wise stock details - should be the same as the Initial Stock. If you have multiple warehouses, the sum of the stock in all these warehouses should be equal to the initial stock.
If you have multiple warehouses, and all the stock is going to a single warehouse, you can keep the other warehouse columns empty.
Once you are done adding all your inventory data to the CSV file, just click on "Choose File" and then hit “Upload File”:
In case your uploaded file contains invalid data, the system will show you an error report:
You can download this report to see what errors are in your CSV file, and re-upload the same after rectifying the errors.
Once your bulk upload is done, you will also receive a confirmation email.
(Note: Do keep in mind that uploaded items will take several minutes to reflect in the system. So unless you receive an error message while uploading, do not re-upload the CSV file again.)
In case you still have any questions, feel free to reach out to us at care@refrens.com OR drop a message on our chat support for quick assistance!
Let's see how:
⚠️Note: This method is only applicable for items for which Batch-wise tracking is enabled.
Also, you can only upload new batches through this method. To update stock for existing batches, do a Bulk Stock Adjustment instead.
Step 1: Navigate to the Inventory Dashboard
Go to Accounting > Inventory > under the “Add Item” dropdown, and go to “Bulk Upload Batches” as shown below:
Step 2: Download the Sample CSV file
After you click on “Bulk Upload”, a pop-up form like the one below will open up:
Before uploading your CSV file, we recommend that you download the sample format first to upload your Batches without any errors.
Your sample CSV file will look like this:
Step 3: Fill up the Sample CSV file
You can remove the test values from the sample file and add details of the Batches to be added in this sample file only.
But before that, ensure you know what each field means, what fields are mandatory, what restrictions you have to keep in mind, etc.
Let’s learn more about this for each column header:
1) SKU ID (Mandatory): SKU ID of the item to which you are adding the batches.
2) Item Name (Optional): Name of the inventory item.
3) Batch Code (Mandatory): Batch code of the Batch.
Note that you can only upload new batches through this method. To update stock for existing batches, do a Bulk Stock Adjustment instead.
4) Batch Name (Mandatory): Name of the Batch.
5) Manufacturer Name (Optional): Name of the Batch manufacturer.
6) Manufacturer Batch Number (Optional): The Batch number of the manufacturer.
7) Manufacturing Date (Optional): Date of manufacturing.
8 ) Expiry Date (Optional): Date of Batch expiration.
9) Vendor Unique Key (Mandatory): Vendor ID. Can be found in your Vendor Dashboard under the Unique Key column:
⚠️Note that you have to choose from existing Vendors here. You can not add a new Vendor with this Bulk Upload.
10) Initial Stock (Mandatory): Initial stock of the batch.
11) Purchase Price (Optional): Purchasing price of the batch.
12) Sales Price (Optional): Selling price of the batch.
13) Warehouse Stock (Mandatory if enabled): Warehouse-wise stock details - should be the same as the Initial Stock. If you have multiple warehouses, the sum of the stock in all these warehouses should be equal to the initial stock.
If you have multiple warehouses, and all the stock is going to a single warehouse, you can keep the other warehouse columns empty.
STEP 4: Upload the CSV file
Once you are done adding all your inventory data to the CSV file, just click on "Choose File" and then hit “Upload File”:
In case your uploaded file contains invalid data, the system will show you an error report:
You can download this report to see what errors are in your CSV file, and re-upload the same after rectifying the errors.
Once your bulk upload is done, you will also receive a confirmation email.
(Note: Do keep in mind that uploaded items will take several minutes to reflect in the system. So unless you receive an error message while uploading, do not re-upload the CSV file again.)
In case you still have any questions, feel free to reach out to us at care@refrens.com OR drop a message on our chat support for quick assistance!
Updated on: 21/04/2025
Thank you!