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

1. Open the CSV file in Excel.
2. Select the first column.

   

3. Click to convert Text to Columns.

   

4. Select Delimited.

   

5. Click Next.
6. Select Comma or Other and type a comma character.

   

7. 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 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 avoid truncating SKU codes in Excel:

1. Export your product list as a CSV.
2. Open a new Excel spreadsheet.
3. Select Data > From Text and navigate to the downloaded product list CSV.

   

4. Excel will prompt you to select what type of data file it is. Select Delimited, then click Next.

   

5. Select Comma, then click Next.

   

6. Highlight the SKU column and change the Column data format to Text, then click Finish. You may also want to apply this to the handle column if you use the same naming convention.

   

The SKU code in Excel should now be in the correct format.