Product Import

This article explains how to import products.  This article assumes you are familiar with creating products.  You must have created the following before importing products:

• Product categories
• Suppliers (optional) Register Management activity > Suppliers and Manufacturers tab > Supplier sub tab
• Manufacturers (optional) Register Management activity > Suppliers and Manufacturers tab > Manufacturer sub tab.
• Accounting Codes (Chart of Accounts) (optional)

1.  Launch Register Management Activity > Products tab > Products sub tab.  Click on the Import button.

2. Download the Product Import Template and populate it with the desired data.

Fields

ProductName

• Description: Name of the product
• Data Type: Text up to 100 characters
• Required: Yes
• Must be Unique: Yes

ProductDescription

• Description: Description of the product
• Data Type: Text up to 2000 characters
• Required: Yes
• Must be Unique: No

UnitPerIssue

• Description: Quantity of units that are sold for purposes of inventory with the sale of one quantity of the product 
• Data Type: Integer (whole number)
• Required: Yes
• Must be Unique: No

UnitCost:

• Description: Cost of good sold of the product
• Data Type: Decimal
• Required: Yes
• Must be Unique: No

UnitPrice

• Description: Sales price of product
• Data Type: Decimal
• Required: Yes
• Must be Unique: No

ProductSku

• Description: Barcode (SKU) of the product
• Data Type: Text up to 100 characters
• Required: No
• Must be Unique: Yes

SalesDateStart

• Description: Date the product starts to appear on the register
• Data Type: Text in this format: 'MM/DD/YYYY.  The date must have an apostrophe in front of the date, so that excel recognizes it as a text string
• Required: No
• Must be Unique: No

SalesDateEnd

• Description: Date the product ends to appearing on the register
• Data Type: Text in this format: 'MM/DD/YYYY.  The date must have an apostrophe in front of the date, so that excel recognizes it as a text string
• Required: No
• Must be Unique: No

SupplierId

• Description: Unique identifier of supplier.  Retrieve the SupplierId from Register Management activity > Suppliers and Manufacturers tab > Supplier sub tab.
• Data Type: Integer (whole number)
• Required: No
• Must be Unique: No

ManufacturerId

• Description: Unique identifier of manufacturer.  Retrieve the ManufacturerId from Register Management activity > Suppliers and Manufacturers tab > Manufacturer sub tab.
• Data Type: Integer (whole number)
• Required: No
• Must be Unique: No

CategoryId

• Description: Unique identifier of product category.  Retrieve the CategoryId from Register Management activity > Products tab > Categories sub tab.
• Data Type: Integer (whole number)
• Required: Yes
• Must be Unique: No

AccountId

• Description: Unique identifier of accounting code.  Retrieve the AccountId from Administration activity > Accounting tab > Chart Of Accounts sub tab.
• Data Type: Integer (whole number)
• Required: Yes
• Must be Unique: No

IsUndefinedPrice

• Description: Set to TRUE or FALSE (or 1 for true and 0 for false) if the product has no set sales price
• Data Type: Boolean (you can use either the words true or false or the numbers 1 (for true) or 0 (for false))
• Required: Yes
• Must be Unique: No

IsNegativeUndefinedPrice 

• Description: Set to TRUE or FALSE (or 1 for true and 0 for false) if the product has no set sales price and the entered price can be a negative number
• Data Type: Boolean (you can use either the words true or false or the numbers 1 (for true) or 0 (for false))
• Required: Yes
• Must be Unique: No

PrepTime

• Description: preparation time in minutes
• Data Type: Integer (whole number)
• Required: No
• Must be Unique: No

TaxOptionIds

• Description: Unique identifier of accounting code.  Assign multiple tax options to a single product using commas for each tax option id.  Retrieve the TaxOptionId from Administration activity > Location tab > Tax Option sub tab.
• Data Type: Integer (whole number)
• Required: Yes
• Must be Unique: No

CompanySku

• Description: field often used to tag products for custom reports
• Data Type: Text up to 100 characters
• Required: No
• Must be Unique: No

3. Save the spreadsheet preserving the file format as CSV UTF-8 (Comma delimited) (*.csv)

4. Return to the Import Products modal and click Choose File and select the populated spreadsheet of discount codes and click Next

5. Review the content import for accuracy and select Submit.