You can upload lab data in bulk from the inventory module in Dutchie POS Backoffice. Use either the lab data wizard to upload .CSV files or upload CDX lab data for files from CDX analytics. Uploading lab results in bulk can help you save time while ensuring your lab data is accurately reported and stored.

Things to know

• Lab data upload options are located next to the Receive History and Receive Inventory buttons on the Actions dropdown on the main page of the inventory module screen. You can find this by navigating to Products > Inventory.
• You must make sure that the “Use Bulk Upload Lab Data Option” is set in Settings > Location before you can use this feature.

Use the lab data wizard to upload your .CSV file

Prepare your .CSV file for batch upload

You will need to prepare your .CSV file for upload. You can use the following example as a guide.

• The first column header of your .CSV must be labeled Batch. You will use this column to designate batch numbers for the lab results. If the .CSV does not contain this column, it will be rejected.
• The second column header of your .CSV must be labeled Tested Date. The date field format is MM/DD/YYYY.
• For all the other columns, you can designate your header labels. You will be allowed to map these to the appropriate Lab fields Dutchie Backoffice, before you upload the .CSV.
• To increase the chances of a successful upload, do not leave empty rows in your .CSV. Empty rows will show as an error in the preview, and you will need to correct your CSV before attempting to upload again.

Upload a .CSV file for batch upload

1. Go to Products > Inventory.
2. Select Upload Lab Data Wizard from the Actions dropdown.
   
3. Click Select File to upload a .CSV file from your device.
   
4. Select and Open the file you want to upload.
5. Map the CSV Columns to the appropriate Lab field.
   Note: When you map fields that require a unit of measurement, you will be given the option to select these.
   
6. Click Save Mapping and Preview to save your mapping settings, create new mapping settings, or edit existing mapping settings.
   Note: If you are creating new mapping you need to enter a title.
   
7. Click Save.
8. Confirm your batches on the Preview Data table. Cancel to make any changes to the batches.
   
9. Click Upload to commit your file.
   Note: There may be a slight delay for the upload to complete.

Upload CDX lab data in bulk

1. Go to Products > Inventory.
2. Select Upload CDX Lab data from the Actions dropdown.
   
3. Choose file and upload your CDX file.

Additional reading

Configure, receive, and manage inventory in Dutchie POS Backoffice: Overview