> ## 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/-/5/0/f/0/50f03b1d4d743800/6d9a950e-60c2-47fa-bc7c-39d8c6_p45116.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/a/8/e/8/a8e8e8f700845000/9d4dbf3f-869e-4d3e-aca4-0dba9c_1uj9ao7.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/-/e/9/f/1/e9f15fdfe9836000/579d3949-a1e5-4a79-a8e2-e041ea_140minl.png)

# Edit inventory in bulk using an Excel template:

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

![](https://storage.crisp.chat/users/helpdesk/website/-/8/c/3/4/8c347081f180e800/c1cbe656-8046-4ae9-a919-0389ff_1cbc2s7.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/-/c/4/7/2/c472745534a1080/02c3b20a-3957-4e85-bad7-af81bc_v5uf9s.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/-/2/7/6/8/2768d59d208d5800/67361b76-8ba7-4e56-a938-f005c4_17h5x53.png)

# Edit inventory directly:

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

![](https://storage.crisp.chat/users/helpdesk/website/-/1/5/9/d/159da88c66429700/f9227342-3a92-4bd0-a8d9-bc6198_ktaej2.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!