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Product Upload

Bulk Importing

Products can be imported into the Point of Sale using an Excel spreadsheet with one product definition per line. You may load as few or many fields as you wish.

Upload Products into Point of Sale example

Click picture for larger image

Consider you wish to load a list of products, consisting of Description, Barcode, Brand and a Gluten Free indicator. You would create an Excel spreadsheet as shown.

White Board Marker9415567890215Stephensno
Bananasn/aDoledont know
White Board Marker9415567890215 9415567890246Stephensn/a
The red cells above are highlighting invalid information. Colour of cells is ignored when loading.

As an alternative to creating a new spreadsheet, you can start from the product list report and save that as Excel. Then make changes to this spreadsheet and bulk load it back into the Point of Sale

Spreadsheet Rules

  1. The first line in the spreadsheet contains a heading line detailing what is in each column. These heading names must be taken from the "Available Fields" table shown below. You may use either the "Name" or one of the "Alternative Names" as your column heading. Headings other than these may not be recognised and information will typically be ignored on load
  2. Values supplied must be exact, as information wont always be read by a human.

  3. Do not list multiple values in one cell, unless that fields explicitly states it can support a list. Often this will be a pipe-seperated list, eg "Large|Medium" to supply two values, large and medium.

  4. Only supply information you know, terms such as "dont know", "TBS", "TBC", "n/a" are meaningless to a computer at this stage.

Selecting the Action to be Performed

Setting Action by line When loading a spreadsheet, if the spreadsheet contains a column named "action", then this value controls how that row is processed. If this cell contains "add", then the system adds that row as a product, if it contains "edit" products are added, and if it contains "delete" products are internally marked as deleted.

If the spreadsheet contains product edits, then you must specify at least one of the following columns so that the system can find the product you intend to change.

Loading Supplier Partcodes

When loading products, it is possible to upload supplier partcodes as well in one operation. If you are uploading a pricebook/catalog from a supplier then you are better to use the pricebook upload function, but sometimes it can be easier to do this as part of product definition.

The general format is shown in the next example. Column headings are all "supplier {space} field". Alternatively you can use the format "supplier({supplier name}) partcode" if this is easier

DescriptionPriceSuppliersupplier partcodesupplier outersizesupplier cansplitsupplier partcostsupplier partnotes
Apricot halves 250gm1.86Angelas Awesome Apricots PtyHT25012no14.30
Apricot pieces 750gm4.99Angelas Awesome Apricots PtyPIECES7504yes12.20This outer can only be stored in Bay 16

The following column headings are available

supplier partcode / supplier sku
The code the supplier requires
supplier outersize / supplier outer
How many units are in this outer
supplier split / supplier cansplit
Can the outer be split to individual items when ordering. This is used to ensure orders are in multiples of valid ordering quantities
supplier partnotes
Any internal use notes you wish to associate with the partcode entry
supplier partcost
The cost from the supplier for the outer, not the individual items


Available Fields

The following table lists the range of column names that can be in your spreadsheet and will be loaded, but not all of these listed fields will necessarily work on your system as configuration may be required for some of them. Column names in your spreadsheet are not case sensitive

The list of attributes is large and can be easily extended if a specific attribute is not present for your retail vertical market. It is not recommended or supported to use an attribute field for a different purpose than it is designed for. Many fields are used internally and in reports for the purpose they are designed, so entering other information into those fields can cause disruption.