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⬆️ How do I bulk upload my purchases to 5-Out?

Updated over a year ago

If your inventory system does not integrate with 5-Out, you have the option to upload your purchases manually. This is an efficient way to leverage the 5-Out purchases module and declining budget features.

To upload purchases to 5-Out:

  1. Log into 5-Out and navigate to the Purchases screen by clicking the $ icon on the left side menu

  2. Scroll down to the bottom section, called "Purchases"

  3. Click the "csv" icon on the right side

  4. Download the template file before your first upload to ensure the format is correct

  5. Click "Choose File" and select the file from your computer to upload

  6. Click "Import"

That's it! Your purchases will be uploaded. Repeat as needed.

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