This Help Article covers:
⚠️ NOTE: This Help Article assumes that you are familiar with, and have read the Help Article "Products - Overview".
Product Manual Import "Basic" imports the minimum data fields to get a Product into Katipolt.
There are other data fields available that can be imported that will affect how the products behave when: Grouping, Pricing, Displaying or Ordering. These data fields can be add to your import .CSV File and imported with the Product Import, for more information on this, see the Help Article "Products (Manual Import - Advanced)"
Supplier Product Price File .CSV "Basic" Overview
Supplier Manual Products Importing is done from the Supplier's Window.
💡 TIP: Before a Supplier Products Price File can be imported, the Supplier must be entered in Katipolt, see the Help Article: "Supplier (Add - Edit)"
⚠️ NOTE: Keep the file you use and add to it any new Products as any existing Supplier Products not in future imports will be treated as retired and marked as “Inactive” in Katipolt.
⚠️ NOTE: Should a Product become "Inactive" it will not be found using the Global Search, it must be searched for from the Products List [Refine] filter search.
⚠️ NOTE: Supplier Manual Product Imports are limited to 5,000 product lines.
⚠️ NOTE: You need to ensure the Supplier Products Price File import CSV follows Katipolt’s format for product CSVs.
"Basic" Columns
The "Basic" Columns are the minimum columns needed for a Supplier Price File Import.
Exported Column Headers
Basic Column Headers (minimum needed for an import)
The Basic Column Headers:
Product Code - Compulsory field, must be a unique code to that Supplier,
Product Description - Compulsory field, used to help identify the product,
Trade Price - Compulsory field, the promoted sell price of the product, if unknown use the Cost Price, and
Cost Price - Compulsory field, your buy price for the product
To Format Supplier Product Price File .CSV
To get the valid Column Header's correct Names and Spelling, from the Supplier Window, Press the “More” (3 dots) menu and Select the option "Export Product CSV".
⚠️ NOTE: The Import File:
Must NOT contain commas
Has restrictions on character numbers of text fields
Must NOT contain duplicates of the "Product Code"
Must have a number in Trade Price/Cost Price (I.E. NOT a "0" or "POA")
💡 TIP: To identify duplicate Product Codes: From the .csv file, Highlight column "A" > Conditional Formatting > Highlight Cell Rules > Duplicate Values... > OK (Duplicates will display highlighted).
⚠️ NOTE: If you enter values in the "Product Category" column, these entries must be a Product Category Name as used in the Katipolt Price Rules.
💡 TIP: Delete any columns that do not have values entered, maintaining the Minimum Columns.
To import formatted Supplier Price File .CSV
Quick Flow:
Supplier Window
“More” (3 dots) menu > "Import Product CSV" Option
[Select a file]
[IMPORT]
1. From the Supplier Window, Press the “More” (3 dots) menu and Select the option "Import Product CSV" to display the Import Product CSV Window
2. From the Import Product CSV popup, Press the [Select a file] button, then navigate the where the file to be imported has been saved, then Press the [IMPORT] button to import
⚠️ NOTE: Using the "Basic" 4 column Import, Imported Products default to Product Category "Material Unknown", this can be changed for individual products on the Product's Window by Selecting the Product Category of a Pricing Rule that will apply when selling the Product. The Product Category also determines where the Product will Group & Display on a Sales Invoice, or Reporting.