Applicable to: Procure (desktop)
You can add or remove items in market lists using Procure's desktop app.
There are multiple ways to add items:
Adding items from invoices
1. Click Items on the sidenav. If your account is linked to multiple outlets (locations) - check that the correct outlet is selected at the top right corner.
2. Select Add, then choose Add from invoice.
3. Drag up to 5 invoices into the window or click on the grey zone to browse for invoices to upload, then click Upload.
4. You'll see the invoice and the data extracted from the invoice side by side for review.
Check the information on the page and edit the details or delete anything if necessary. Some items may already exist in the market list with a different price - they are indicated on the page with the current price in the "Old price/remarks" column. If you need to add another item, click the "Add item" button.
5. Once you're happy with this invoice, click Save. The market list will be immediately updated with any new items or new pricing from the invoice. If you uploaded more than 1 invoice, you can also skip this invoice by clicking Skip for later.
Creating items manually
Click Items on the sidenav. If your account is linked to multiple outlets (locations) - check that the correct outlet is selected at the top right corner.
Select Add, then choose Create new.
Select a supplier.
Enter the details of the item you are creating.
Once you've filled in the name, UOM and price, you can also select the Add to Inventory checkbox to add the item to the inventory. Select the inventory list to add the item to, and a different UOM for tracking the item's stock if needed.
Click Save to finish creating the item, or Save & add another if you'd like to continue creating another item.
Bulk upload using Excel
Click Items on the sidenav. If your account is linked to multiple outlets (locations) - check that the correct outlet is selected at the top right corner.
Select Add, then choose Create new.
Select a supplier and click Bulk create new.
Download the template by clicking the Download button in Step 1.
Open the Excel template and follow the instructions in the 'Instructions' sheet to fill in the template.
Save the template and upload the file in Step 2 of the 'Bulk create SKU' page.
Delete or remove items from the market list
On the Items page, select the checkbox next to an item and click Delete to remove the item from market list.
Activity log of market list updates
You can view a log of changes involving market list items, including:
Items being added to market list
Items being removed from market list
Items being deleted by the supplier (no longer sold)
To view the Activity log:
Go to Items, then click Activity log.
On the page, you will see a list of SKUs with market list changes, and who made the change.
