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.

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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

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

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

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