In this article, you will learn:
How to Import your Sales for Multiple Locations
Please note: This is part of the Shift Log feature as part of our Operations Management Suite. If you do not have this feature and are interested in adding it to your package, please contact your Bizimply Customer Success Manager.
How to Import your Sales for Multiple Locations
The multi location sales import allows you to import your historic sales for multiple locations in one single import. You must be an account administrator to import sales.
Please note: Multi location import can be used to upload for only one shift and one sales area. The sample file will only import to the first sales area turned on in the account.
Login to Bizimply.com as an account admin
Click on your name/email in the top right of your screen
Select 'Settings' from the drop down menu
Click 'Shift Log Setup' from the list on the left
Click 'Sales Import'
Scroll to 'Multi Location Import'
Read through the instructions in blue on the right
Select which locations you wish to import sales for using the 'Select Locations' drop down
Download our sample CSV file by clicking the blue 'Multi Location Sample' button to import your sales as it is formatted correctly
10. Open the downloaded CSV file
11. The columns downloaded will represent the locations you selected.
12. Populate with data under the appropriate headings ensuring to use the correct dd/mm/yyyy format and not using any symbols
13. Once this is complete, save the file as a file as CSV
14. Return to the Bizimply screen and choose the locations to upload the historic sales to from the 'Select Locations' drop down
15. Select 'Choose File' and choose your saved CSV file
16. Click the blue 'Import' button
17. It may take a few minutes for your sales to upload
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