We will show the basic import and export using products as an example. Let's start by exporting data. Go to the tab Item Management » Products , use the EXPORT menu and select Export products.

The Export products data report opens. Now, if necessary, filter the products in the report using the options in the section , select the columns of data that you want to include in the export, and tap the EXCEL button to save the products (the displayed report) in .xlsx format.

The products have been exported and we can move on to import. On the tab   Item Management » Products click on the IMPORT menu and select Import products.

An import box will appear on the right side of the screen. In the menu you can select the appropriate encoding for the imported file. However, this only needs to be set correctly for a .csv file, it is not necessary for an excel file in xls /.xlsx formats. Note that if you export items in .csv format, the default Windows 1250 encoding is used in the exported file. We have chosen Excel, where the whole process is a bit simpler.

Click in the section to open the file selection dialog and select the ready import file in .xlsx format. Once selected, the file will be displayed for review and any further changes.

Click on the DOWNLOAD TEMPLATE button to download a sample blank file for importing products or other items if you are in a different list. This can then be filled in and imported back. This will actually create new products by importing them, we will write about this in the next chapter. You can also import ingredients or Stock Packaging into the cash register besides products, you specify this type of import in the drop down menu (see picture above).

Once you select the file for import or drag it into the field (see image above) it will not yet be physically uploaded to the cash register. It will be checked internally and its contents will be displayed for any changes and review by you. If the system finds errors in the file, you will be notified. At this step, we recommend that you carefully review and check the contents of the file to ensure that existing products are not overwritten or new products are created in error.

In the header you will find a summary of the changes in the file in the tabs . Important is the tab INVALID , which when clicked will display products (file lines) with errors . These need to be removed before the import is complete. Otherwise, the button + FINISH IMPORT in the header or footer will not be able to complete the import.

In our case, the VAT (vat) value is incorrectly filled in on line 8 (see picture above). Depending on the number of columns this can be detected by dragging the horizontal scroll bar at the end of the product list to get to the vat column, whose value, like the row, is marked in red. Since this is an existing product in the cash register, we can choose two solutions. Either cancel the import now with the + NEW FILE button, correct the value in the file for this row in the vat column to the correct value of 21, save the file and reimport, or don't import the column at all. Then the original VAT rate will remain for this product.

We decided not to import the column. From the drop-down menu in this column, we choose Don't import. This will remove the indicated error. By selecting Don't import, we are actually telling which columns we want to ignore during the import. So you can actually select only those that contain some necessary change and skip the rest. We always recommend importing only really necessary data.

If everything is OK or the errors have been removed, the import can be completed using the button in the header/footer. The actual processing of the file and its transfer to Dotypos Cloud and then to the cash regoster will take place. For larger numbers of items, the import may take several (tens of) minutes. Completed import is confirmed by a displayed notification.