You can use two options to import product balances:

Option 1

Import a prepared Excel file listing product cards and their balances. Follow the step-by-step instructions to upload the prepared Excel file to the Site.pro system:

Data Import → Product Balances

Option 2

1. Create an operation for importing product balances

Reference book → Warehouse → Operation Types

Click “+” and create a new operation called “Product Balance Entry.”

Specify the credit corresponding account (e.g., 99) and the debit corresponding account (12XX – your inventory account). On the right side, mark it as “Active” and “Purchase.”

Note: The debit corresponding account can also be specified for each product line.

Note: If you are transferring accounting balances from another system, use your own company as the client. Register all balance entries on the same date and use account 99 on one side. Only when registering the acquisition of fixed assets should you use the actual purchase date.

2. Create product cards

Directories → Product Cards → Products

Create a product card with the attribute “Product.” Click the “Save” button.

3. Register product balances

Warehouse → Purchases

Click “+” and create an operation for importing balances.

Select the warehouse where the registered goods will be stored, choose the operation created in step 1, and select your company as the client.

In the “Items” section, choose the product cards created in step 2, enter the quantities and prices for each product.

Note: For correct inventory accounting, you must use a corresponding account with a Quantitative Product Attribute:

General Ledger → Chart of Accounts → next to the inventory account, tick the checkbox “Inventory.”