Manage your inventory

Table of Contents

Import your inventory Step 1: Download the inventory template Step 2: Fill out the template Step 3: Upload your template Step 4: (Optional) Review your upload progress Export your inventory

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

Import an inventory - Use a template to import an existing inventory.
Export your inventory - 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 or edit the item after you import it.

To import an inventory, complete the following steps:

Download the inventory template.
Fill out the template.
Upload your template.
(Optional) Review your upload progress.

Step 1: Download the inventory template

Log in to https://terminalplus.rocpos.com/login.
On the side menu, select Settings.
Select the Product tab.

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

Step 3: Upload your template

On the side menu, select Settings.
Select the Product tab.

From the Action dropdown menu, select Import.
Select your file.
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.

On the File Uploaded screen, select OK.
From the Action dropdown menu, select Upload Center.
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.

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:

Log in to https://terminalplus.rocpos.com/login.
On the side menu, select Settings.
Select the Product tab.

From the Action dropdown menu, select Export.
Select your preferred file format.
Select EXPORT.