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Templates & checklists

Less setup work. A clearer working day.

Start your product file, check a delivery and close the day with a few practical tools. No signup needed to download them.

Product import · CSV

Get your first product file ready.

A small example with product name, unique code, cost and price. Replace the sample rows, then map the columns in Inventix. Choose an existing category in the preview. This starter file does not add opening stock.

Download product CSVFollow the import steps
Switching software · Guided setup

Bring your inventory with you.

Use a clean copy of your existing file, test a small batch and check the result before importing the rest. Our team can help you get started during your free trial.

Get free setup help Prepare your spreadsheet
Stock count & handover · Printable HTML

Check the shelf, delivery and handover.

Count one location, check the goods a supplier delivered and agree what moves between stores. Keep the product code, quantity and reference together. This worksheet is not an import file.

Open stock worksheet Follow the transfer steps