Use this checklist to plan your workflow. Product-specific screens, configuration and availability are confirmed during setup.
Give every item a consistent identity.
A usable catalog starts with names and identifiers that your team can recognize. Work on a copy of your source data and keep the original export.
- Choose a unique SKU for each distinct item or variant.
- Standardize units, product names and location names.
- Separate inactive products from the items you still use.
Reconcile the starting quantities.
An import is only as useful as its opening balances. Agree the point in time represented by the export.
- Record the date of your stock count or reconciliation.
- Keep available, reserved and damaged stock distinct in your source.
- Resolve duplicate records and unexplained negative quantities.
Agree the mapping before the move.
Review the actual import template and supported fields with your implementation contact before preparing a final file.
- Match your source columns to the agreed destination fields.
- Confirm how variants, units and multiple locations will be represented.
- Test a small representative set before migrating the full catalog.
Check the result with the people who use it.
Use a reconciliation checklist before handing the new workflow to your team.
- Compare record counts and sample quantities with the source.
- Test a receiving, transfer and order scenario with approved test data.
- Document the owner and process for correcting discrepancies.