When working with a CSV file in Excel, you may need to apply special formatting to the file for it to import seamlessly into Retail POS.
Formatting a CSV file in Excel
- Open the CSV file in Excel.
- Select the first column.
- Click to convert Text to Columns.
- Select Delimited.
- Click Next.
- Select Comma or Other and type a comma character.
- Click Finish.
Fixing truncated numbers or scientific notation in Excel
Truncated numbers can occur when using Excel to edit CSV files if your organization uses a SKU format with long digit numbers or numbers with a leading 0.
When you export your Retail POS products to a CSV and open the file in Excel, it may treat the SKU column as a scientific number field and remove the leading zero and truncate the SKU. When you re-import the file, Retail POS may treat this as a new SKU code and add a duplicate or incorrect product.
To manage this, you can either open the file in Google Sheets, or follow the steps below to fix truncated SKU codes in Excel:
- Export your product list as a CSV and open the file in Excel.
- Select the SKU column you need to fix.
- Click Format > Format Cells.
- In the Number section, change the category to Number.
- Set the Decimal places to 0.
- Click OK.
The SKU code in Excel should now be in the correct format.