> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.gohandy.us/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 *Products* 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/-/4/a/d/9/4ad953f56e023000/656a9d91-3b72-47c3-b799-385dae_1qxjcta.png =784xauto)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/0/3/9/703968bebe4b4800/a38e91c4-33e1-48da-86f4-655765_i0rn3c.png =854xauto)

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/-/b/6/a/4/b6a4bfd55caa3800/9be6c031-0dd2-48a9-b5da-67292e_1m5m2uj.png =850xauto)

# Edit inventory in bulk using an Excel template:

Go to *Company Inventories* in the Main Menu:

![](https://storage.crisp.chat/users/helpdesk/website/-/b/d/7/8/bd78ec076cd0a000/88f8a2b6-aa66-4ed7-8c9a-04a23e_xhn7oi.png =281xauto)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/5/4/9/5/5495a783efc35000/bbfe0680-4e08-48fc-977f-1193fa_ss7gcv.png =935xauto)

###### This process consists of four steps:

1. 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.

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

3. 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.

4. 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/d/7/4/ad74a3defcf5d000/78f13046-6911-4cd3-8704-129709_1flpt2w.png =828xauto)

# Edit inventory directly:

Click on *Company Inventories* in the Main Menu:

![](https://storage.crisp.chat/users/helpdesk/website/-/9/6/a/b/96ab1bc563806000/3323c4a3-fc40-4753-99f4-f45b6b_1wnsnwu.png =288xauto)

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 =862xauto)

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 =948xauto)

![](https://storage.crisp.chat/users/helpdesk/website/-/5/7/c/b/57cbecba60da4000/screenshot-2025-10-09-at-10233_dsurag.png =605xauto)

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 =1012xauto)

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