Upload Product, Prices and Inventory

July 5, 2017 in Inventory Control

Purpose

This procedure is used to upload Products, Prices and Inventory details from a file created outside of the system. This is an alternative way of entering these details and is useful where you are entering large volumes of new products. Using this method a “spread-sheet” style tool can be used to create a list of products you want with sizes and colours details as needed, plus the pricing and inventory location information required.

Note: This function can be used to update details of existing products and should be used with due care and diligence as you could overwrite existing product details if you were attempting to upload a new product and thought the product code was un-used. For additional details on creating upload files see the note HERE.

Data Input

Step 1 – File Upload

Upload File

Select the spread sheet file you wish to upload, by clicking Browse. This assumes you have access to the file with the new product, price and inventory details from the browser you are currently using.
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Step 2 – Review details

The details of the file selected are displayed so that you can review the data and confirm that the correct file has been uploaded before you continue.
Click Submit to submit all the details.
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Spread sheet format

The spread sheet must be in a csv format.

The first row of the spread sheet must be a heading row – it does not matter what the headings are, as long as they are meaningful to you e.g. you could have ‘Product’, ‘Product Code’ or ‘SKU’.

Columns for all 5 price levels must be present – even if you are not using 5 price levels.

The columns required are too numerous to document here. Download the spread sheet template from here.  Note that the template example has some extra headings rows for explanation purposes so make sure to delete all rows at the top of your file except row one and have data rows following directly after that heading row.

Product Price Inventory Upload Template

You may enter up to 6 ‘sets’ of inventory data for 6 locations.

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Updating

Once you click submit, the rows on the spread sheet are validated. If no invalid data is detected, the Product Master, Prices Master and Inventory Master files are updated with the new details.

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