How to bulk match sales to inventory

If you need to match sales in bulk to inventory, click the "Report Sale" button, then click the "Bulk Upload" button. This will open a form that asks if you want to match sales to inventory, select this option and click “Next” (only available for Ultimate users).

On the next form, select the kind of report you are uploading. If you are uploading Poshmark or Mercari, upload the sales report. If you are uploading another sales file, follow the prompts on the screen, upload your file, and map the columns using the dropdowns

Once you complete the above, it will send these sales to the auto-matcher. The auto-matcher will first match sales to inventory based on "Item Title". If no matches can be found, it will look for a "SKU" match. You can toggle between these matches by clicking on either "Item Title" or "SKU" on the auto-matcher form.

Matches are approved by selecting the box next to each line and clicking the "Match Sales to Inventory" button. If your sale doesn't match to an inventory item automatically, you can click the "Go to Manual Sales Matching" button. From here, you can either search inventory for the item by typing in the "Item Sold" box, or you can click "Add Inventory Details" to add the inventory information that you want to assign to the sale.

Once you've matched all the items, a "Confirm Matches" window will appear. When you click "Submit", the inventory information will be attached to the sales and the inventory items will be removed from inventory.