> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://staging.chrisp.chat/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Load company inventory

There are three ways to load your company's inventory into Handy: on the P****roducts**** tab, using an Excel template to upload in bulk, or directly in the ****Company Inventory**** section.

# Edit inventory individually through the web portal:

Search for the product in the search bar or in the product menu:

![](https://storage.crisp.chat/users/helpdesk/website/-/8/0/b/2/80b2f17c81959800/d1ee6bd1-ab6c-44bb-a805-238e65_1v83jow.png)

Once you've selected the product, click on edit:

![](https://storage.crisp.chat/users/helpdesk/website/-/6/c/9/5/6c95cf3d5cc18c00/1a69bdf3-c309-4e23-acd3-6807be_ng8j1m.png)

When editing the product, you'll have the option to edit the total amount of units in existence:

![](https://storage.crisp.chat/users/helpdesk/website/-/9/e/b/d/9ebd85615dd64000/16a2fdf4-f7cf-487e-982c-4835dc_r3j6bk.png)

# Edit inventory in bulk using an Excel template:

Go to ****Company Inventories**** in the Main Menu:

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/1/43b1648e4e84bc00/af4b1df4-6efd-4410-bc9e-bd2f27_18ms83g.png)

Then, click on ****Warehouse inventory****, where you'll have two options. Click on ****Import inventory with template****.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/9/9/5/e9958e16575f2000/25586caf-ca57-4430-93e0-cc8da2_iedz53.png)

This process consists of four steps:

****Step 1:**** Choose how you want to download your template.

You can either:

* Download an ****empty template**** to upload your inventory from scratch, or
* Download a ****template with your current data**** to edit your existing inventory.

You can also choose to include ****disabled items**** in the file.

****Note:**** The ****Code****, ****Description****, and ****Family**** fields are required. You can also use this template to apply taxes to your products.

****Step 2:**** Fill in the template with your data and upload it back to Handy.

****Step 3:**** Handy will analyze the file and display a summary of all detected changes.

If any errors are found, Handy will indicate exactly where they occurred so you can correct them.

****Step 4:**** Once the upload is successful and no errors remain, you can return to your inventory and review the updates.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/d/7/a9d737f01c7ab000/1c89953e-d0a7-4652-a789-9374d4_gpw9jg.png)

# Edit inventory directly:

Click on ****Company Inventories**** in the Main Menu:

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/8/6/7f86e34349a6bc00/6c17019c-b661-415a-bb26-2c0061_u5tdev.png)

Now, click on ****Warehouse inventory****, then click on ****Edit inventory****:

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-09-at-10195_crz46a.png)

This will take you to another screen, where you’ll click + Add, search for the product you’re interested in, and update its inventory, either to increase or decrease its stock:

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-09-at-10272_wqftxm.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-09-at-10233_dsurag.png)

Once the inventory adjustment has been added, it will be visible from the edit screen. After completing all the changes, simply click Save, and the inventory will be updated.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-09-at-10443_4dk5pj.png)

Send us a message in the chat if you have any questions!