Importing Stock Items

Importing Stock Items can be done via the Stock Item Importer, using a spreadsheet containing the new stock items.

The spreadsheet must be formatted in a particular way (see below).

Creating or Updating

The importer can be used for on-boarding new stock items as well as for updating existing stock items (where the product code matches an existing item).

Accessing the Importer

To get to the importer, go to:

Inventory > Batch Processing > Import Items

or

Inventory > Catalogue > select Customer and click 'Go!' > Import Items

Import Spreadsheet Format

The first row should be the column headings. Not all columns are required (only the Product Code is required); only the columns selected during the import will actually be used to update the items.

All other rows should be 1 row per item.

Column Heading	Type	Description	Example
Product Code	Text	The product code.	ABC/123
Product Description	Text	The title of the product.	A4 White Copier Sheets (ream)
Initial Stock	Number	The quantity of stock currently available. Applicable only when uploading NEW Stock Items	25000
Unit Cost	Decimal	The cost value per unit for the initial stock quantity.	25.5
Box centric	1 or 0	Whether the item is ordered in terms of 'boxes' or 'units'. For example, if there are 100 pens per box then setting this option would mean an order of '1' = 1 box = 100 pens.	0
Batch Quantity	Number	Restrict the quantities ordered to multiples of this.	1000
Location	Text	An arbitrary 'location' reference that can show on pick-lists. Applicable only when uploading NEW Stock Items	Aisle 10, Row 2
Reorder Level	Number	The minimum quantity of the item before a Low Stock Alert email is sent to administrators.	1000
Reorder Quantity	Number	The quantity recommend for re-ordering in the Low Stock Alert email.	25000
Qty Per Box	Number	The quantity per box. Does not rely on 'Box-Centric' - an item can be ordered in units (e.g. an order for 100 = 100 pens) but still shipped in boxes.	500
Weight	Decimal	The weight of each unit (or each box if Box-Centric is enabled) in grams.	55
Price Per (Qty)	Number	The unit of measure for pricing purposes (e.g. 1000 units = £25).	1000
Price	Decimal	The sale price for the 'Price Per Qty'	35.5
Min Order Qty	Number	The minimum quantity per order.	2000
Approval Quantity	Number	Any single order placed for a quantity greater than this will require an authorisation.
Cost Centre	String	The customer's cost centre if this item needs to be visible to only selected cost centres. The cost centre must already exist and this must match the cost centre name exactly.
Zero Invoice Value	1 or 0	If set then orders placed for this item will create sales invoice with £0 value. Typically used for pre-paid items but where a value still needs to be present to the user for re-charging purposes.	0
Notes	Text	Notes and comments relating to the item. These can be disabled on Customer Catalogue and show only as private to administrators.
Not Orderable	1 or 0	If set then this item cannot be ordered.	0
VAT Code	Text	The Tax code for the item. This should be a valid tax code from the invoicing configuration.	VAT20
Warehouse Supplier	Text	The name of the supplier holding/fulfilling this item. The supplier must already exist on the system and the name must match exactly.	ABC Fulfilment Inc.
Variable <ProfileName>	Text	This can be used for setting up Customer Profiles. <ProfileName> is the exact name of the profile you’ve created in the Customer profile. You can have multiple Profile Names set up for the same Stock Items, just make sure you separate them with the comma when filling in the spreadsheet.

For clarity:

Text = a textual message or label containing a mixture of letters and numbers.
Number = a whole number (i.e. no decimal). Please make sure you do not use comma when providing numbers into the spreadsheets ( for example the numbers / quanitities should be 1000 and not 1,000)
Decimal = a decimal number, possibly with a decimal point.
1 or 0 = '1' indicates setting the option, '0' indicates un-setting this option.
Date = a date in reverse format.

Step-by-step Instructions for uploading (creating / updating) Stock Items

Go to Inventory > Catalogue > select Customer and click Go > Import Items

On "Importing Items page 1" screen select Customer and click "Next"

On "Importing Items" page 2 select a file and click "Send"

On "Importing Items" page 3 click on "Change" and select a relevant folder

You will also have a table displayed with all the items from your spreadsheet - select those that you wish to upload by placing a tick box.
Click on "Create Item".