How to Import a CSV File into Inventory

The Import CSV page helps you quickly upload multiple inventory items in bulk. Perfect for saving time during setup or large updates. This feature is great for new location setups, menu refreshes.

To Get Started

Log in to the TechSuite portal and navigate to Inventory > Import CSV from the left sidebar. From here, you can download the template, add your items, and import the file into your inventory system.

Access Import CSV

Step 1: Download the Template

Click the Download Template button to get a ready-made CSV file. This template is structured with all the required columns, so your data fits perfectly into TechSuite.

Download Template

Step 2: Fill in Item Details

Open the downloaded CSV file using Excel or Google Sheets. Each row in the sheet represents one inventory item. Use the first row (sample data) as a guide.

Below is a quick overview of what each column means:

Fill in Item Details

a. Name

The item’s name that customers and staff will see. (e.g. Americano, Caesar Salad, Reusable Bag)

b. Description (Optional)

A short summary that appears in kiosks, apps, or online ordering. Use this field to describe flavours, portion size, or special details.

c. Category

The main group this item belongs to (e.g. Drinks, Desserts, Retail)

Item Category

Category Requirements (CSV Import)

Before using the CSV import tool, make sure all item categories already exist in your inventory.

The CSV file does not create categories, it only assigns items to ones you’ve already created. In the Category column, simply write the exact name of the category you want the item to belong to.

d. Colour Code (Optional)

A colour label used for sorting or visual cues. Enter a hex code (e.g., FF5733) to mark the item.

e. Custom Item Code (Optional)

This is your own internal item code, a quick reference-number that makes searching and adding items faster during busy service.

Use any number you like (e.g. 101, 2003, 55). Staff can type this number into the POS to quickly find the item. It’s especially helpful during rush hours when time matters.

Important Note

Only numbers are allowed. No letters or symbols. Use a consistent, easy-to-remember numbering pattern.

f. Item Kind

This tells TechSuite how the item behaves and where it should appear in the system:

Kind 1: Menu Item: For food or drinks shown on customer-facing menus (POS, kiosk, or online).

Kind 2: Goods for Sale: For retail items like bottled drinks, packaged snacks, or merchandise.

Kind 3: Supplies: For internal items not sold to customers (like ingredients or cleaning stock).

Kind 4: Services: For non-physical items like delivery fees, repair services, or consulting charges..

g. Price (Optional)

The selling price shown to customers. (e.g., 3.0)

Note

Just enter the number, no need to add currency symbols. Decimal values like 3.5 or 7.00 are fully supported.

h. Cost (Optional)

Internal cost used to track margins. This value won’t appear to customers. (e.g., 2.0)

i. PLU / Barcode (Optional)

A product lookup or scan code (if applicable). Used for barcode scanners or integrations.

j. Daily Availability

Limit how many can be sold per day. Use numbers (e.g., 30) or 0 for no limit.

k. Minimum Availability

Set a minimum quantity before triggering low-stock alerts. Use 0 if no alerts are needed.

l. Calories (Optional)

Calories per unit, shown on kiosk and POS (e.g., 250 for 250 calories per item).

Example CSV in Action

Below is a sample of a properly filled CSV file. Each row represents a unique inventory item, with columns completed for name, description, category, colour code, item kind, pricing, and more. This gives you a clear visual reference of how your own file should look before importing it into TechSuite.

Filled CSV

Step 3: Upload and Save

Click Import CSV and select your completed file.

Once uploaded, you can make changes directly in the system before saving. Click Save Save to confirm and finalise the import.

Imported CSV