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Moving from Excel or an Old POS to Till9 in One Day

Moving from Excel or an Old POS to Till9 in One Day

The reason most shops never change their POS is not the price of the new one. It is the thought of typing 600 products and 300 customers in again. With Till9 that part is a spreadsheet import, and a shop that has its lists in Excel, or can export them from the old system, is usually selling on the new till the same day. Here is the order of work.

Before you start: get the lists out

Every POS, and every web POS, can export products and customers to Excel or CSV somewhere in its settings or reports. If it cannot, its vendor can, and you should insist, because it is your data. If your "system" is a notebook or a price list in WhatsApp, open a blank spreadsheet and type the columns below; two people can do 600 lines in an afternoon.

Step 1: the products sheet

One row per product, with these headers in the first row (upper or lower case does not matter):

ColumnWhat goes in it
nameProduct name as the cashier should see it
skuYour short code. Used to match rows, so keep it unique
barcodeThe packet barcode, if any
categoryCategory name; new names are created
cost_price, price, sale_priceCost, selling price, optional promotional price
taxableyes or no
track_stock, stock_quantity, low_stock_thresholdWhether to count it, how many you have, when to warn
descriptionOptional

Extra columns are ignored, and a blank cell leaves the existing value alone, so a sheet with just sku and price is a valid way to update prices later. Go to Products, Import, choose the file, and Till9 creates new products and updates existing ones by SKU, then tells you how many of each.

Step 2: the customers sheet

Headers: name, phone, email, address, city, and points if your old system had a loyalty balance to carry over. Till9 matches by phone first, then email, so re-importing a corrected sheet never creates duplicates. Import from Customers, Import.

Step 3: opening stock

If the quantities in the sheet are trustworthy, you are done. If they are not, which is usual, leave stock_quantity blank, start selling, and run a Stock count at the end of the first quiet day: Till9 prints a count sheet by category, you type (or scan) what is on the shelf, and it sets the stock without losing the day's sales.

Step 4: labels, printer, cashiers

  • Products without a barcode: print labels from Barcode labels so they scan.
  • Connect the receipt printer under Settings, Receipts & Printers, test print, done.
  • Add each cashier as a user with their own login and a 4-digit PIN to unlock the screen, so the sales-by-cashier report means something.

Running both for a day

Many owners keep the old system open for one day and bill every sale on both. That is the right instinct: it costs an afternoon and proves the totals match before the old one is switched off. Keep the old system's export files; the history stays readable in Excel even after the subscription ends.

What you cannot import, yet

Old sales history. Till9 starts its reports from the day you go live. Supplier lists and purchase orders are not in Till9 either; most small shops keep those in WhatsApp and a notebook and that is fine.

Till9 is free for Windows, and the first 14 days open every feature, including stock counts and labels: najeebmedia.com/pos. Send us your sheets on WhatsApp at +92 312 7002376 if you want a hand with the first import.