1. Go to Inventory--->Products in the left navigation menu.
2. Select the arrow to the right of the New Item button on the top right--->select the Import Inventory option that appears.
2. Select the Get Template button and then click on the template download that appears on the bottom of the screen.
Note: When importing, you can only import this same template file that downloaded after selecting the Get Template button. You cannot import any other Excel file, even if it follows the same template or it is copied and pasted over to the other file, nor can you delete any columns from the file that opens or the import will not be successful.
3. In the template that opens, fill in all the required fields for each column. Each row represents a different product. Replace the data in the example rows with what inputting.
- If you are inputting long SKU's in the Vendor SKU field, you may need to change the formatting of the column. To do this, right click on the Vendor SKU column header ---> select Format cells---> Select the Number tab---> Input 0 in the Decimal places field.
The Required Fields Are:
Note: If creating a Matrix item, its Price, Cost, and UPC must be entered manually on the Inventory Matrix screen, as they cannot be imported.
- Product Name: The name of the product in the default language of that store
- Inventory Type: Input one of either Inventory, Non-Inventory, or Serialized into the field, depending on the product type.
- Department: The Department the product falls under.
- Category: The Category the product falls under.
- Product Status: Input either Active (item will appear in product catalog) or Inactive (item will not appear in product catalog).
- Cost (if Vendor or Vendor SKU is filled out): The cost of item from Vendor. The value should be inputted in the format 9.99 and will be represented in the currency that was set in Company Settings.
- Price Type: Input either Fixed (sales price of item will be at a fixed amount) or Manual (sales price of item will be entered manually each time selected for shopping cart).
- Unit: The unit of measurement that the item is sold by. Only the short names for units may be entered. The supported units are: Item, Inch (in), Foot (ft), Yard (yd), Mile (mi), Ounce (fl oz), Pint (pt), Cup (cp), Gallon (gal), Liter (l), Ounce (oz), Pound (lb), Gram (g), Kilogram (kg), Hour (hrs), and Minute (min), Bottle (bot), Slice (s), Teaspoon (tspn), Tablespoon (tbls), and Pinch (pn).
- Sales Price: Price per each unit of product. The value should be inputted in the format 9.99 and will be represented in currency that was set in Company Settings.
- Taxable: Insert either Yes (product is taxable) or No (product is not taxable). Will apply to each store in company unless store-specific Taxable field is inputted, which will override the company settings for that store.
- Discountable: Insert either Yes (product is taxable) or No (product is not taxable). Will apply to each store in company unless store-specific Discountable field is inputted, which will override the company settings for that store.
- Vendor (if Cost or Vendor SKU is filled out): The name of the primary vendor of the product. Vendor must have already been created in Vendors section of Back Office before inputting the vendor name in this field.
- Vendor SKU (if Cost or Vendor is filled out): The Vendor SKU of the product. Should be a unique numerical number for each item.
- Product Type: Input either 1 if product matrix item or 0 if product is not a matrix item.
- Option Name (if Product Type is 1): The attribute name for matrix item. Ex: color, size, etc. If you want to input a second option name for the matrix item, you should enter it in the Option2 Name field. You can input up to 5 Option Names for the product.
- Option Value (if Product Type is 1): The attribute values for matrix item. Ex: small, medium, large if Option1 Name is 'Size.' Each value should be separated by a comma. If you inputted multiple Option Names for product, you should input their corresponding Option Values as well (Value2, Value 3, etc).
The Optional Fields Are:
- All store-specific fields: If you have multiple stores, additional column headers for Price, Qty, Recommended Qty, and Minimum Qty will all appear for each of your stores (your store name will appear in parentheses in these columns), in addition to one for the company as a whole (store not in parenthesis). Any values entered in the store-specific fields will override what is entered in the respective company-wide column for that particular store.
- Description: A description of the product. It should not exceed 255 characters.
- UPC: The product's barcode. Must be unique for each item.
- Quantity on Hand: Number of units of product that are currently in stock. Should be inputted as a numerical value, as either a positive number (ex: 50), 0, or negative number (ex: -50). Will apply to each store in company unless store-specific Quantity on Hand field is inputted, which will override the company settings for that store.
Note: Quantity data for matrix items cannot be imported. To input their quantities, do so in the PO Receiving section of Back Office.
- Minimum Quantity: Number of units of product that is the minimum you would like to be in stock in each store of company at any given time. Should be inputted as a numerical value, as either a positive number (ex: 50), 0, or negative number (ex: -50). If the store-specific Minimum Quantity field is entered, it will override the company settings for that store.
- Recommended Quantity: Ideal number of units of product that you would like to be in stock in each store of company at any given time. Should be inputted as a numerical value, as either a positive number (ex: 50), 0, or negative number (ex: -50). If the store-specific Recommended Quantity field is entered, it will override the company settings for that store.
Note: Though inputting info into these fields are optional, the column headers must remain.
Do Not Input in Fields For:
- Cost if Vendor or Vendor SKU is not filled out
- Vendor if Cost or Vendor SKU is not filled out
- Vendor SKU if Cost or Vendor is not filled out
- Option Name if Product Type is 0
- Option Value if Product Type is 0
4. In the Inventory Type column, delete the 2 options that do not apply in each row.
- If you do not do this, the following error message will appear when importing.
- Must be imported from a .csv file.
- The maximum size of the file to upload should be 10MB. If file is larger, split it to smaller files and update them individually.
- The same items can be imported more than once. Any changes made to the item will be overridden. The only fields that will not be overridden are Product Type and Inventory Type. Must change one of the item's Product Name, Department, or Category in order to make changes to those fields.
- If an error message appears when importing, the file will not be uploaded. The particular error stated will be the first one the system sees. Any additional errors will be stated in future import attempts.
- Cannot have same category name under multiple departments or same product name under multiple categories. Combination of Product Name, Department and Category should be unique. An error message like the one below will appear otherwise.
- To change a product's Department, you must first either delete the product and import it with the change or change it manually in the General screen of the product section in Back Office.
- Cannot have the same SKU for more than one product or category. If the same SKU is used, the following error message will appear:
- If you change the category of a product, you also must use a different SKU.