How to bulk upload packaged items to your inventory?
If you want to add a large number of packaged items to your inventory, you can do so quickly with the bulk upload feature.
Let's see how.
Packaged items can only be added if the individual items of the packages are already added to the system.
For example, if your package has three items - Item A, Item B, and Item C, you will have to first add all three items to your inventory before proceeding further.
So, firstly, ensure that all the items you want to include in your packages are already added as individual items in your inventory.
You can add them manually or via bulk upload if you have a large number of items to be added.
Once this is done, proceed to step 1:
Step 1) Navigate to the “Bulk Upload Package Items” option.
Go to the Inventory Dashboard > “Add Item” dropdown > select “Bulk Upload Package Items”:
**Step 2) Download the sample CSV file**
After you click on “Bulk Upload Package Items”, a pop-up form will appear:
Before uploading your CSV file, we recommend that you download the sample format first to upload your packaged items without any errors.
Your sample file would look like this:
Step 3) Fill up the Sample CSV file
You can remove the test values from the sample file and add only the details of the package items to this sample file.
But before that, ensure you know what each field means, what fields are mandatory, what restrictions you must keep in mind, etc.
Let’s learn more about this for each column header:
Package SKU (Mandatory): The Package SKU stays the same as long as the items and their quantities in the package remain unchanged. If you create a new package with different items or quantities, a new Package SKU should be added.
For Example, in the sample CSV, the Package SKU remains the same as long as the package is the same, I.e., PKG001
Package Name (Mandatory): The Package name stays the same as long as the items and their quantities in the package remain unchanged. If you create a new package with different items or quantities, a new Package name should be added.
For Example, in the sample CSV, the package name remains the same as long as the items added are from the same package, I.e., Tool Kit.
Package Description (Optional): If you want to add additional details about the item, you can add them here.
Initial Stock (Optional): Add the quantity of goods you have on hand at the start of a specific period, such as the beginning of a financial year or when the business is first established.
Currency (Mandatory): Add the currency in which you are buying/selling the inventory item. If you keep this empty, the system will automatically take your business currency.
Cost Price (Mandatory): Cost of the item. Mandatory to add.
Selling Price (Mandatory): Selling price of the item. Mandatory to add.
Tax Rate (Optional): Add the applicable tax rate for the package.
HSN (Optional): HSN Number of the item. Optional to add.
Item SKU(Mandatory): You can fetch the Item SKU from the inventory dashboard. It is mandatory to add the Item SKU as it is the item’s identity which are going to be added in the package.
Item Quantity(Mandatory): Quantity of each item to be added to the package.
Item Warehouse ID (Mandatory if enabled): If you have enabled Warehouse, you will also have to mention the respective Warehouse ID of each item in your package:
Ensure that you are using the correct warehouse IDs. You can cross-check warehouse IDs associated with each of your warehouses from Warehouse Settings.
Business Setting > Inventory Options > Warehouses:
Step 4) Upload the CSV file
Once you are done adding all your data to the CSV file, just click on "Choose File" and 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.
Packaged items can only be added if the individual items of the packages are already added to the system.
For example, if your package has three items - Item A, Item B, and Item C, you will have to first add all three items to your inventory before proceeding further.
So, firstly, ensure that all the items you want to include in your packages are already added as individual items in your inventory.
You can add them manually or via bulk upload if you have a large number of items to be added.
Once this is done, proceed to step 1:
Step 1) Navigate to the “Bulk Upload Package Items” option.
Go to the Inventory Dashboard > “Add Item” dropdown > select “Bulk Upload Package Items”:
**Step 2) Download the sample CSV file**After you click on “Bulk Upload Package Items”, a pop-up form will appear:
Before uploading your CSV file, we recommend that you download the sample format first to upload your packaged items without any errors.
Your sample file would look like this:
Step 3) Fill up the Sample CSV file
You can remove the test values from the sample file and add only the details of the package items to this sample file.
But before that, ensure you know what each field means, what fields are mandatory, what restrictions you must keep in mind, etc.
Let’s learn more about this for each column header:
Package SKU (Mandatory): The Package SKU stays the same as long as the items and their quantities in the package remain unchanged. If you create a new package with different items or quantities, a new Package SKU should be added.
For Example, in the sample CSV, the Package SKU remains the same as long as the package is the same, I.e., PKG001
Package Name (Mandatory): The Package name stays the same as long as the items and their quantities in the package remain unchanged. If you create a new package with different items or quantities, a new Package name should be added.
For Example, in the sample CSV, the package name remains the same as long as the items added are from the same package, I.e., Tool Kit.
Package Description (Optional): If you want to add additional details about the item, you can add them here.
Initial Stock (Optional): Add the quantity of goods you have on hand at the start of a specific period, such as the beginning of a financial year or when the business is first established.
Currency (Mandatory): Add the currency in which you are buying/selling the inventory item. If you keep this empty, the system will automatically take your business currency.
Cost Price (Mandatory): Cost of the item. Mandatory to add.
Selling Price (Mandatory): Selling price of the item. Mandatory to add.
Tax Rate (Optional): Add the applicable tax rate for the package.
HSN (Optional): HSN Number of the item. Optional to add.
Item SKU(Mandatory): You can fetch the Item SKU from the inventory dashboard. It is mandatory to add the Item SKU as it is the item’s identity which are going to be added in the package.
Item Quantity(Mandatory): Quantity of each item to be added to the package.
Item Warehouse ID (Mandatory if enabled): If you have enabled Warehouse, you will also have to mention the respective Warehouse ID of each item in your package:
Ensure that you are using the correct warehouse IDs. You can cross-check warehouse IDs associated with each of your warehouses from Warehouse Settings.
Business Setting > Inventory Options > Warehouses:
Step 4) Upload the CSV file
Once you are done adding all your data to the CSV file, just click on "Choose File" and 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: 10/04/2025
Thank you!