If you need to update accounting details for past orders in bulk, but your items are no longer in the Inventory pages, you can import your costs directly into your Accounting>FBA Sales or Accounting>Merchant Sales pages.
If you're looking for steps to add Shipping Costs to Merchant Sales please see- Add Merchant-Fulfillment Shipping Costs to Merchant Sales
Note: Our system is designed to sync your Cost/Unit and Supplier details from the Inventory>FBA and Merchant pages. If you update sales in the Accounting tab, but the MSKU is still in your inventory, the information will be overwritten by the information in the Inventory tab with any type of sync, update, or replenishment to the MSKU.
You should only make updates in your Accounting tab to items that were deleted from your inventory prior to you capturing a Cost/Unit or Supplier, and you now have past sales that you need to add those details to. If the MSKUs that need updates are still in your Inventory, follow these steps instead- Bulk Import Accounting Details into Inventory via .CSV
Click on Accounting at the top of your screen and select either FBA Sales or Merchant Sales.
The default view of this page shows all shipped orders from the last 1 month, so you'll want to make sure you are viewing the data you need to update before exporting.
You can search sales by Order ID, MSKU, ASIN, Title, UPC or use the Advanced Search function to further filter the orders.
If you are looking specifically to update items with no Cost/Unit information, click the Advanced Search button and change the search for transactions with No Buy Cost. You can also change the date range of the data shown if needed.
Click Search and once the results are displayed.
For more details on the Advanced Search function, please see- Sales Pages - FBA and Merchant
After you choose to filter or not, click the Export button to save a .CSV file of the results to your computer.
Open the file and add the Cost/Unit and/or Supplier details to the orders, then make sure to Save the changes to the file.
Note: The Buy Cost column in the exported files displays the total cost for the item in the order. If there's more than one quantity in the order, you'll need to edit the Buy Cost so that it accurately reflects the cost per one unit.
You do not need to add a negative sign in front of the Cost/Unit.
Go back to the Accounting>FBA Sales (or Merchant Sales) page and click Import.
You'll first receive a reminder that this option is only for sales with items no longer in your Inventory pages.
Then, you'll have 2 options for how to import into your Sales pages:
Cost Per MSKU – Allows you to import your cost for all of an MSKU at once. This will change every order under that MSKU to the same Buy Cost.
- For best results, import a file containing a single order with the Cost/Unit of the MSKU.
Cost Per Order ID – Allows you to import different costs based on your Order IDs. This allows you to assign different Buy Costs and Suppliers to the items within certain Order IDs.
- Importing Supplier data currently is only available on the Cost Per Order ID selection.
Once you have chosen how you will be importing your data, you will see a screen that asks you to choose the file you want to import.
Locate the file on your computer and click Next.
The next screen allows you to match the fields in InventoryLab with the columns in your .CSV file. The required fields are indicated in Red.
The Cost Per MSKU option requires 2 columns: one that corresponds to MSKU and one that corresponds to your Buy Cost.
The Cost Per Order ID option requires 2 columns: one that corresponds to Order ID and one that corresponds to your Cost/Unit.
Select the correct columns for Stratify to import from for each field and click Next.
That’s it! You should now receive an Import Success message. Imported changes can take up to 20 minutes to take effect on your account.