Upload Product Index

September 28, 2016 in Inventory Control

Purpose

This procedure is used to upload Product Index details from a file created outside of the system for existing products. This is an alternative way of entering these details and is useful where you are entering large volumes of new data. Using this method a “spread-sheet” style tool can be used to create a list of products you want with index details as needed.

Note: This function only uploads index details for existing products. 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 data 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’.

The columns required are:

Column Name Additional Details
A Product Code The code for the product that is to have the index updated. Mandatory. Must be an existing product.
B Product Index Code The new index code to update to the product master details. Mandatory. Must be an existing product index.

If you want to update a product with multiple index codes, then the product should appear multiple times on the spread sheet.

E.g.

Product,Index
10000,SOCKS
10000,MENSSOCKS
10000,BOYSSOCKS

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Updating

Once you review the details and click submit, the rows on the spread sheet data are uploaded and validated. If no invalid data is detected, products are updated with new index codes.

NOTE: Each update replaces the indexes that were already on the product. The upload function does not append index codes to an existing list.

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