TFX Biz-Flow Comprehensive Guide
  • Quick Start
    • Sell Module Guide
      • Introduction
      • Navigating the Sell Module
        • Dashboard
          • Features
            • Access to Critical Data
            • Interactive Reporting
            • Actionable Insights
        • Product Management
          • Overview
          • Adding a New Product & Services
          • Adding Products/Services via CSV
        • Price List Management
          • Overview
          • Setting Up & Updating Prices
        • Customers Management
          • Overview
          • Adding New Customers
          • Customer Information Management
        • Invoice Management
          • Overview
          • Invoice Creation
          • Editing and Deleting Invoices
      • Compliance with LHDN's E-Invoice Enforcement
    • Buy Module Guide
      • Introduction
      • Navigating the Buy Module
        • Dashboard
          • Features
            • Access to Critical Data
            • Interactive Reporting
            • Actionable Insights
              • Purchases with PO
              • Purchases Without PO
              • Detailed Procurement Tracking
        • Purchase Requisition
          • Overview
          • Step-by-Step Guide to Creating a Purchase Requisition
        • Initiating Quotation/Tender Process
        • Vendor Evaluation
        • Selecting a Vendor
        • Supplier Invoices and Goods Receipt
          • Goods Received Note
        • 3-Way Matching Process
        • Handling Discrepancies in Procurement
        • Inventory and Asset Management
        • Additional Procurement Scenarios
        • Conclusion
    • Pay Module
    • Accounting Module
      • Right of Use (ROU) Asset
      • General Ledger
      • Direct Costs
      • Viewing General Ledger Accounts
      • Subsidiary Ledgers
      • About Debit Note
      • Real-Time Financial Statements
    • Manage Module
      • Inventory Module
        • Inventory Management
        • Our Inventory Management Application
        • Product & Material Inventory Ledger
        • Transfers
        • Issues To Production
        • Adjustments
        • Importance of Stock Count
        • Valuation of Inventory
      • Asset Register Module
        • Non-Current Asset Register
        • Fixed Asset Register
        • Depreciation Methods
        • Disposal/Write Off of Fixed Assets
        • Asset Impairment
        • Maintenance History
      • Project Accounting Module
        • Contract/Project Accounting Module
          • Project Accounting
          • Contract Accounting Ledgers
          • Invoicing
      • Data Migration Module
        • Migration at the end of a Financial Period
        • Migration Process for Trade Receivable and Payable
        • Migration of Fixed Assets
        • Migration of Inventories
        • Migration of Other Asset, Liability, and Equity Accounts
        • Migration During a Financial Year
        • Trade Receivables & Payables
        • Our Data Migration Facilitations
        • Sales Invoice Migration
        • Vendors Invoice
  • FAQs
Powered by GitBook
On this page
  • Navigating to Product Migration
  • Preparing for CSV Upload
  • Uploading Your CSV File
  • Finalizing the Migration
  1. Quick Start
  2. Sell Module Guide
  3. Navigating the Sell Module
  4. Product Management

Adding Products/Services via CSV

PreviousAdding a New Product & ServicesNextPrice List Management

Last updated 1 year ago

Product Migration in TFX Biz-Flow is a feature designed to facilitate the mass upload and update of product data using a CSV file. This function is ideal for businesses that need to manage large inventories, allowing for an efficient and error-free process to add or update products in bulk.

Navigating to Product Migration

  1. Accessing Product Migration: To begin, click on the 'Manage' option located in the top navigation bar of your TFX Biz-Flow dashboard.

  2. From the dropdown menu, select 'Migration' to access the various data migration options.

  3. Choose 'Product Migration' to proceed to the product upload interface.

Preparing for CSV Upload

Downloading the CSV Sample File

  1. Sample File: Click on the 'Download CSV Sample File' link to download a template. This file will serve as a guide for how to structure your CSV for successful upload.

  2. Populating Your Data: Open the sample file in a spreadsheet program and populate it with your product data, ensuring you match the format exactly to avoid errors during the upload process.

Required CSV Data Fields

Your CSV file will need to include detailed columns for:

  • Product Name/Code: The unique identifier or name for each product.

  • Type: Specify if the entry is a product or a service.

  • Quantity: The amount of stock available for each product.

  • Price: The retail price of the product.

  • Unit Cost: The cost incurred to your business for the product.

  • Description: A brief outline or description of the product.

  • Category: The category under which the product falls.

  • Inventory Group: The group within your inventory to which the product is assigned.

Uploading Your CSV File

  1. Initiating the Upload: Once your CSV file is complete and saved, return to the Product Migration page.

  2. Click the 'Upload CSV File' button.

  3. Selecting Your File: Browse your computer to locate and select your prepared CSV file.

Finalizing the Migration

  1. Data Check: Upon upload, the Sell Module will perform a data check to confirm the integrity and format of the CSV file.

  2. Review: If errors are detected, you will be prompted to correct them in your CSV file and re-upload. If no errors are found, your product data will be queued for addition to the Product Master File.

  3. Confirmation: Once the upload is successful, you will receive a confirmation, and your products will be integrated into the Sell Module’s inventory system, ready for use in your sales and catalog management.

'Product Migration' Page
Download Sample File