Using the Dashboard
Summary
Stores
Stores Tab Overview
Stores > Status
Stores > Technical
Stores > General
Web Based Store Inventory / Online Menu
Download a Pick List for easy restocking
Stores > Restock
How To Set Pars
Sales Tax
Stores > Discounts
Stores > Financial
Products
Export Lots as CSV
Products > Transactions
Delete/Undelete (or Archiving) a Product
How to repurpose tags
How to Bulk Import Products
Products Overview
Products > Tag Orders
Export EPC Inventory
Products > Inventory
Add a Product
Products > Details
Tags
Transactions
Transaction status definitions
Transactions > Logs
Coupon Reporting
Transactions > Customer Emails
Edit the default preauthorization amount
How to adjust a transaction or process a refund
How to View Transactions & Transactions Overview
How to Export Transactions for Enhanced Sales Analysis
How to prevent mischarges
Feedback
Discounts
Discounts > Add a Happy Hour Discount
Discounts > Add a Standard Discount
Discounts Overview
Discounts > Creating Coupons
Discounts > Add a Shelf Life Discount
How to redeem a coupon
How to end a Discount
Financials
Settings
Getting Started
Remittances
Transactions included in a remittance
Remittance Processing Schedule
How do I provide my banking information?
Ordering Tags
Restocking Product
Setting Up Your New Store
How to restock a Byte store
Setting up your store to be NAMA-certified
Custom graphics install instructions
Branding your store
Setting up your Byte Technology store
How soon will I receive my store?
Tagging Best Practices
Tagging Frozen Food
Tagging drinks
Product tagging best practices
Tagging sandwiches or burritos
Tagging snacks or soft packaging
Tagging soups or yogurts
Tagging salads or other hard packaging
Are RFID tags microwave safe?
Merchandising best practices
Test and verify inventory
Tagging heatable entrees
Tagging aluminum cans and foil-lined products
Dashboard Onboarding | A self-guided training
1. Introduction to Byte Technology Dashboard
2. Overview of Summary Page + Navigation Bar
3. Stores Section Overview
4. Products Section Overview
5. Transactions Section Overview
6. Feedback
7. Discounts Section Overview
8. Financials Section
9. Settings
10. Congratulations
Campus Card Stores
Byte Store Dimensions/Store Types
Troubleshooting & FAQs
Connectivity
How to Install an OptConnect Cellular Device on a Byte Store
Ethernet setup and networking requirements
Transactions made while store is offline
How do I get a store back online?
Code 400C
Code 600
Code C
Code E
No IP / Red or Yellow Border
Code 200
Sending Remote Commands
Screen Issues
Store Temperature
Inventory
Door Lock Issues
Open a CSV file in Excel or Google Sheets
How to Reach Support
Combatting Theft With Your Byte Store
Error Codes: Out of Service Troubleshooting Guide
- All Categories
- Using the Dashboard
- Products
- How to Bulk Import Products
How to Bulk Import Products
Updated
by Isabella Gumm
Efficiently managing your online store is crucial for success. One key way to save time and reduce errors is to bulk import products to your Byte Technology dashboard. This process helps you quickly add large quantities of products, making your inventory management smoother and more efficient.
This guide will show you the steps to import bulk products, from preparing your product data to uploading it to your Byte dashboard.
How to Import Bulk Products Using Excel
- Navigate to the Products tab
- Click on the + Add icon
- Click on Bulk Import Products
- Click on Download Template. This template will download an XLSX file and is key to successfully bulk importing products.
![](https://files.helpdocs.io/oc197dsgdb/articles/f5j9f2w5nh/1719614005847/image.png)
- Enter the expected quantity of products you plan to import. It is recommend to do a number higher than the amount you need.
![](https://files.helpdocs.io/oc197dsgdb/articles/f5j9f2w5nh/1719934553866/screen-recording-2024-07-02-at-8-34-40-am.gif)
- Open the downloaded XLSX template file
![](https://files.helpdocs.io/oc197dsgdb/articles/f5j9f2w5nh/1719614334916/image.png)
- Fill out the form. All fields marked with an asterisk (*) are required fields and must be completed. Do not rearrange or rename any of the header fields in Row 1.
- Once your product list is complete and you have saved it to your computer, return to the Byte Dashboard and click the +Add button again.
- Click Bulk Import Products
![](https://files.helpdocs.io/oc197dsgdb/articles/f5j9f2w5nh/1719935563487/image.png)
- Click Upload
- If you have access to multiple campuses in the Dashboard, you will see an option to choose which campus you want to upload the products to. This feature is very helpful if you have multiple campuses you need to import the products to. Select the campuses to which you wish to import the list of products. If you have a single campus, the window will autoselect your campus.
![](https://files.helpdocs.io/oc197dsgdb/articles/f5j9f2w5nh/1719934953849/screenshot-2024-07-02-at-8-40-42-am.png)
- Select Choose File and select the product list you just saved.
- Click Upload
Your new products will be loaded into the Dashboard. That's it! This article broke down how to download, fill out, and upload your product list to the Byte Dashboard.