Import data: products, customers and stock (CSV)

Interface description

• "Products", "Customers" and "Stock" tabs: At the top, three tabs. Products imports your catalog; Customers imports your customer file; Stock updates the quantities of EXISTING products, with two sub-tabs: "Inventory levels" (you give the new total stock after a count) and "Movements" (you record entries/exits). Each tab works the same way (download the template, fill it, import it) and keeps its report when you switch tabs.
• Stock columns (Stock tab): The product is identified by its 'Reference' (or 'Name'): it must ALREADY exist (stock import never creates a product; use the Products tab to create). Levels sub-tab: 'Quantity' = the new total stock (a traced inventory movement is created for the difference). Movements sub-tab: 'Type' = In or Out, 'Quantity' = the movement quantity; an Out larger than available stock is refused (never negative stock). 'Reason' is optional.
• Customer columns (Customers tab): On the Customers tab: 'First name', 'Last name' and 'Phone' are required (star). Phone must be in international format (e.g. +33612345678); it is also used to recognize an existing customer and update it (no duplicate). 'Email' and 'Address' are optional. The loyalty points balance is never imported (it is managed automatically by sales).
• "Download the template" button: Downloads a ready-made CSV file, with the right columns (in your language) and two examples. This is the recommended starting point: just replace the examples with your products.
• Expected columns: The list of file columns. Only 'Product name' and 'Selling price' are required (star). 'Reference (SKU)' is used to recognize an existing product and update it. Other columns (purchase price, quantity, thresholds) are optional.
• Report (Created / Updated / Skipped): Three counters summarize the import. Below, each row in error is listed with its number and reason. Fix those rows and re-run: no duplicate is created.