Inventory Management
You can add a list of items into your account using the Add or update your items feature. By uploading the required information in CSV format, you can import your inventory and set items to qualify to earn points at specific stores. You can also use this operation to update whether an item qualifies to earn points.
Things to know
Depending on your plan, you may not have require access and will not be able to manage an inventory.
You must be a Dashboard Admin user to add inventory to your account.
Your CSV file should contain all the columns specific to the operation you are performing. Do not edit the column labels and make sure your file extension is .csv.
Your account can be configured to automatically read and all items that come in through the Spendgo Order APIs, Order webhooks, or in-store devices. When this is enabled, any new items that enter the Spendgo system will also be considered as eligible to earn points.
Items can never be removed as they are often associated with a transaction and Member’s points.
When updating your items or if you need to see items in your inventory, you can download the current inventory list at a particular store and use that list to update your existing items.
How-to format your import list
The following explains the column requirements:
item name - this is the item’s name. It must be exactly as it would print on the receipt or be passed in the API calls to Spendgo.
earns points - identifies whether the item qualifies to earn points. Values are TRUE to earn points, and FALSE to not earn points. An example of this is if you want your coffee drinks to earn points, but do not want your alcohol beverages to earn points.
store no - identifies at which store the item will be present and earn points at. Each item association with a store must be its own row (i.e. you must enter the item twice when associating the item with two separate stores). The store number must be the store number that is configured within Spendgo (navigate to Settings / Stores for reference).
How-to add or update items to your inventory
Navigate to Settings / Inventory
Drag and drop or select your formatted CSV list
Note: any item names that already exist in the inventory at a store will be overridden with the new settings.Click the “Upload” button
Advanced Settings
In the Advanced Settings, you can set whether discounting applies to all items in your inventory or to only the items qualified to earn points.
Example order with discounting applied to all items
In this example, the full discount is applied to the order because the discount can be applied to all items.
1x Coffee $2.50
1x Cocktail $10.00
Discount - $5.00
Subtotal $7.50
Example order with discounting applied to qualified items only
In this example, the cocktail item does not qualify and cannot be discounted; therefore, only $2.50 of the $5.00 offer is used on this order. If there were 2 coffee items (or 2 qualified items in the basket), the full discount value of $5.00 would be used.
1x Coffee $2.50
1x Cocktail $10.00
Discount - $5.00
Subtotal $10.00
How-to download your inventory list
Navigate to Settings / Inventory
Scroll down to the Download your items section
Select the store you want the inventory list pulled from
Enter in your email for the report to be delivered to
Click the “Download CSV Report” button