Product Data Upload

Product Data Upload

These are the common fields used when uploading product data.  Template attached at the bottom of article.

FieldDetail
ProductNumber
unique alphanumeric - see validation below
Name
This is the product name and should be unique
InventoryEnter 1 for stocking products and 0 for non-stocking products (order on demand)
UPCUPC should be in text format to maintain leading 0s
SuppliersNameSupplier should exist in Suppliers List.  See below on data integrity. 
BaseSalePriceIf the tenant is set to use base sales price for determining customers’ sell price this will be used in the calculation
BasePurchasePriceThis is the supplier cost.  
ProductCategoryNameProduct Category should pre-exist in Categories, if not this will be added during import
ReorderPointThis represents the minimum quantity you want on the shelf and will trigger reordering if met or lower when doing Inventory Replenishment 
MaximumQuantityThis represents the maximum quantity you want to keep in inventory and will factor in when calculating purchase order quantity when doing Inventory Replenishment.
UnitsofMeasureAny UOMs not already setup will be added to Settings UOM List.  See below!

Unique Product Number
To ensure that your Product Number is unique, you can perform conditional formatting in excel.
  1. Highlight the Product Number column
  2. Click on Conditional Formatting in the top ribbon (on Home tab)
  3. Select Highlight Cell Rules > and then Duplicate Values...
  4. By default this will highlight duplicates with a light red color... click OK
  5. Any duplicate values will be highlighted... make changes and highlighting will disappear


Unit of Measure (UOM) Standardization
UOM should be standardized to avoid duplicate values referring to the same UOM.  For example, EA, EACH, 1 all refer to the same UOM and just one should be used.  A filter can be applied to the excel sheet to review the UOMs in the product file.  In the following example, BOX, BOXES, and BX all just refer to a box UOM.   Identify the standard, in this case BX, select other UOMs (BOX, BOXES) and then update filtered UOM cells to BX. 



Supplier Name Consistency
A Supplier can be added to each product on import.  It is recommended that you import your supplier file before your initial product import.  Otherwise, a Supplier record with only the supplier name will be added to Suppliers list.  The supplier name should also be reviewed to standardize the correct spelling/format of the supplier name.  In the filtered excel example below, if Allen Co was in the Supplier list and this product file was uploaded it would add Allen Co. to the supplier list.  To fix, filter excel sheet on Supplier Name and select name(s) to correct to standardize one format for supplier that matches the supplier name in the Suppliers List in Sandbox.

       

Upload Data
To upload product data into your tenant, go to Data > Overview.   Then drop your formatted data file onto the products card.  If you used the template then your fields should match the database fields.  Scroll to the right to confirm all fields have a check mark.  Any that have an exclamation  will not be uploaded.  You can either match these to a database field by finding it in the dropdown or leave as is. Once you have reviewed your fields click Upload Product.

A success or error message will appear onscreen and you will receive an email with upload results.  Large lists will take some time to upload.  Click on Products card to see results of your upload.




NOTE 
  1. do not upload a spreadsheet with data on additional tabs.  The uploader will read all tabs. 
  2. do not upload inventory on hand quantities through this method.

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