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Extracting & categorizing items
Line Items
In Epos Now Back Office, export your product list as CSV and upload it here. The app keeps your exact columns, so the file it gives back imports cleanly.
Target margin = share of the sale price that is profit. These are starting values โ change them to match your business.
Link each receipt item to its Epos product once; later receipts update it automatically. Sold units = how many things you sell from one purchased unit (24 for a 24-pack of cans, ~39 for a 1.75L bottle of 1.5oz pours).
The import file updates cost price only. Suggested sale prices are in the separate file and never go into Epos Now unless you choose to.
Downloads a CSV formatted for QuickBooks expense import. Covers the selected month.