Importing Stock Items

Claritum allows users to upload stock items to their catalogue from a spreadsheet. This page details how to do this as well as a list of all valid fields headings and example values

The Import Process

See ‘Catalogue > Items’

Click the ‘Import Stock Items' button

Drag the file you want to import into the highlighted area. You can also click in this area and you can manually browse to the desired file

The file will be uploaded and a notification will be shown in the top right hand corner to confirm the file was uploaded successfully

The Export Process

To export stock items see ‘Stock > Stock Levels’

Click the CSV/Excel buttons

The file is downloaded in the selected file format

Adjusting Existing Stock

It is possible to adjust existing stock items by importing a spreadsheet that contains the data of existing items
The importing process is the same as importing new stock items
Claritum will use the values in the columns ‘claritum id’ and ‘product name' to identify which stock items will be adjusted

If you are adjusting stock items it is strongly recommended that you export the stock items using the export option within Claritum then adjust the values you need and then import the adjusted spreadsheet into Claritum. This is the most reliable way to ensure the correct stock items are adjusted

Column Headings

Below is a list of all the field headings included in the export and a description of the field

Claritum ID	The unique ID set by the system against all stock items
Category	The category where the product is located, included the path to the category
Product Code	The unique product code set on the product by the user
Name	The name of the product, shown to customers
Material Group	The material Group set on the product
Material Code	The material code set on the product
Tax Code	The tax rate set on the product
Display From	When the product is visible to the customer
Display To	When the product is hidden from the customer
Warehouse	The warehouse location of the product
Orderable	Set wether the product is currently orderable
Available	Set wether the product is currently available
Current Stock	The current stock level
Minimum Order	The minimum amount of units that can be ordered
Authorisation Level	The number of units a customer can order before requiring authorisation
Reorder Level	When the stock reaches this amount users will be warned to reorder
Reorder Quantity	The reorder quantity
UOM	The unit of measurement
Weight	The weight of one unit
Per Box	The amount of units per box (if ordered in boxes)
Batch Quantity	The batch quantity
Price	The price of the product
Price Per	The amount of units (for example $x per y units)
Available Value	The total value of all available stock units
Current Value	The current value fo the stock
Backorder	Back order level
Backorder Value	Total backorder value
0 invoice value	Wether the item is set to use the 0 value invoice option (yes/no)