# Manage your inventory on Roc Terminal+

Roc Terminal+ web portal

You can use Roc Terminal+ web portal to manage your inventory, including:

- [**Import an inventory**](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md#import-your-inventory-0) - Use a template to import an existing inventory.
- [**Export your inventory**](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md#export-your-inventory-5) - Export your inventory as a spreadsheet.

## Import your inventory 

Before you import an inventory, make sure that each item has a unique stock keeping unit (SKU) number. If you import an item with the same SKU as an existing item, the system replaces the existing item.

> **Note:** The template doesn’t support images. To add images, [add the item individually](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-an-inventory-item.md) or [edit the item](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/edit-duplicate-or-delete-an-inventory-item.md) after you import it.

To import an inventory, complete the following steps:

1. [Download the inventory template](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md#step-1-download-the-inventory-template-1).
2. [Fill out the template](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md#step-2-fill-out-the-template-2).
3. [Upload your template](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md#step-3-upload-your-template-3).
4. [(Optional) Review your upload progress](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory.md#step-4-optional-review-your-upload-progress-4).

### Step 1: Download the inventory template 

1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login).
2. On the side menu, select **Settings**.
3. Select the **Product** tab.

![Settings page with the Product tab highlighted](https://support.payroc.com/assets/309e852cf29037f2.png)

1. From the Action dropdown menu, select **Sample File**.
2. Select your preferred file format. To help prevent errors, we recommend that you use the CSV format.
3. Select **DOWNLOAD**.

### Step 2: Fill out the template 

Fill out the template, and then save the file. For each item, enter the following item details:

| Field | Required? | Description |
| --- | --- | --- |
| SKU | Optional | Stock keeping unit (SKU) number, which is a unique identifier that you assign to the item. |
| DESCRIPTION | Required | Description of the item. |
| CATEGORY | Required | Category of the item.  **Important:** Don’t use any of the following special characters: **`!"#$%&'()*+,-./:;<=>?@[\]^_{}**. To add a category that includes special characters, you must add the item individually. |
| QUANTITY | Conditional | Number of units you have in stock.  You can complete this field only if you enter **YES** in the INVENTORY field. |
| UNITCOST | Required | Cost of one unit of item in dollars. |
| TAXABLE | Required | Indicates whether taxes apply to the item. Enter one of the following options:  - **YES** - Apply tax to the item. - **NO** - Don’t apply tax to the item. |
| INVENTORY | Required | Indicates if you want to track the stock count for the item. Enter one of the following options:  - **YES** - Track the stock count of the item. If you select this option, you must also enter the number of items in the QUANTITY field. - **NO** - Don’t track the stock count of the item. |
| IS_PINNED | Optional | Indicates if you want to pin the item to the top of the inventory list. You can pin multiple items. Enter one of the following options:  - **YES** - Pin the item to the top of the list. If you select this option, you must also specify its pinned position in the PINNED ORDER field. - **NO** - Don’t pin the item to the top of the list. |
| PINNED ORDER | Conditional | Position of the pinned item in the inventory list, for example, if you enter **3**, the item displays at the 3rd position from the top.  You can complete this field only if you enter **YES** in the IS_PINNED field. |
| STATUS | Required | Indicates whether you want to display the item in your inventory. Enter one of the following options:  - **Active** - Display the item in your inventory. - **Inactive** - Don’t display the item in your inventory. |
| ITEM NAME | Required | Name of the item.  **Important:** Don’t use any of the following special characters: **`!"#$%&'()*+,-./:;<=>?@[\]^_{}**. To add an item name that includes special characters, add the item individually. |

The following image shows an example of a completed template:

![Completed inventory template in a spreadsheet with three example items](https://support.payroc.com/assets/e3fe67c1c8edbd4b.png)

### Step 3: Upload your template 

1. On the side menu, select **Settings**.
2. Select the **Product** tab.

![Settings page with the Product tab highlighted](https://support.payroc.com/assets/309e852cf29037f2.png)

1. From the **Action** dropdown menu, select **Import**.
2. Select your file.
3. To confirm your upload, select **YES**.

### Step 4: (Optional) Review your upload progress 

If the file contains more than 25 items, you can use the Upload Center to check the upload progress.

1. On the File Uploaded screen, select **OK**.
2. From the Action dropdown menu, select **Upload Center**.
3. View the status of your upload:
   - **PENDING** - File is waiting to be processed.
   - **INPROGRESS** - Upload is in progress.
   - **COMPLETED** - Upload is complete or unsuccessful. If the upload is unsuccessful, select **Failed Products** to view the list of errors.

![Completed upload in the Upload Center with the Failed Products button highlighted](https://support.payroc.com/assets/6259fbb420d068ab.png)

After you successfully import your file, the items appear in your inventory and automatically sync across all your devices.

## Export your inventory 

When you export your inventory, we include the following fields:

| Field | Description |
| --- | --- |
| SKU | Stock keeping unit (SKU) number, which is a unique identifier that you assign to the item. |
| DESCRIPTION | Description of the item. |
| CATEGORY | Category of the item. |
| QUANTITY | Number of units you have in stock. |
| UNITCOST | Cost of one unit of item in dollars. |
| TAXABLE | Indicates whether taxes apply to the item. |
| INVENTORY | Indicates whether you track the stock count for the item. |
| IS_PINNED | Indicates whether you pinned the item to the top of the inventory list. |
| PINNED ORDER | Position of the pinned item in the inventory list. |
| STATUS | Indicates whether you display the item in your inventory. |
| ITEM NAME | Name of the item. |
| UNIT OF MEASURE | Cost of one unit of an item in dollars and its unit of measure, for example, 20.00 Each. |
| COMMODITY CODE | Code that identifies the type of item. |

To export your inventory, complete the following steps:

1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login).
2. On the side menu, select **Settings**.
3. Select the **Product** tab.

![Settings page with the Product tab highlighted](https://support.payroc.com/assets/309e852cf29037f2.png)

1. From the **Action** dropdown menu, select **Export**.
2. Select your preferred file format.
3. Select **EXPORT**.

## Related articles

- [Add an inventory item to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/add-an-inventory-item.md)
- [Edit, duplicate, or delete an inventory item](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/edit-duplicate-or-delete-an-inventory-item.md)
- [Create a catalog item in Roc Services](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md)
- [Configure your batch settings on Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/configure-your-batch-settings.md)

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From [Payroc Support](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-device-configuration/manage-your-inventory). Every page is listed in [llms.txt](https://support.payroc.com/llms.txt).