Complete Product Guide: Import Product(s), Add New Product(s), Track/Manage/Report Product Sales

Creating new products in ChiroSpring is easy.  This can be accomplished by following the steps below.

1. Click on Billing/Settings/Products from the left menu.
2. Click "Add Product" from the action button.

3. Next, enter the details from the Add Product dialog.

If you want to track inventory for a particular product, toggle "Do not track quantity" to OFF. Then, you will see an additional field to enter Quantity:

You can then check the Quantity column and update inventory as necessary.

1. Go to Settings > Import > Products

3. Once on this page, click 'Download CSV Template' in the top right:

*This template acts as a guideline, specifying the required fields and their corresponding format for each product.

4. Map your product data: Recommend Copying and Pasting each column data as Plain Text
5. Once you have the import template ready, you can SAVE that file and then Import into ChiroSpring

Tips for each column:

Product Name: Product Name (less than 35 characters)
Description: Description of Product
Cost: Charge amount
Retail Price: The amount you pay for the product
Apply Tax: Yes or No answer
Quantity: Number of inventory in stock - inventory cannot be a 0 
Infinite Quantity: Yes or No answer Yes, if you want the system to display a warning when the product inventory is low
Active: Yes or No answer

5. Validate and Verify the import: Before performing the import, carefully review the mapped fields and ensure they align correctly. 

• No blank fields, each column, and row must have data entered.
• Pay attention to any warning or error messages provided. These alerts may indicate data inconsistencies or formatting issues that need to be resolved.

5. Once you're confident in the mapping and data validation, execute the import process by selecting 'Import File' from the Product Import Page:

> Select your CSV file containing the products.

7. Expand the action button in the lower right corner of the page and click 'Save'.

Now, ChiroSpring will start importing your product. Larger data sets may take longer to import, so be patient while the software processes your product information. Avoid navigating away from the import page until the process is complete.

Review the imported products: After the import completes, verify that your products have been successfully imported into ChiroSpring. Double-check the product names, descriptions, prices, and other relevant details to ensure accuracy. Any adjustments or corrections must be done within the CSV. The file will need to be re-uploaded if any changes were made.

With your products successfully imported into ChiroSpring, you can now start using them within the software!

Your product list is nested under the Settings > Billing section of the left sidebar menu.