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 "Extended" imports the "Basic" data fields along with the "Extended" data fields to get a Product into Katipolt. The Extended fields will specify how the products will "Group & Display when Ordering or Selling.
Supplier Product Price File .CSV "Extended" 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 Header:
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
"Extended" Columns
The Extended Columns are the columns that are used to provide additional information about the product or are used to "Classify & Display" products.
Extended Columns:
Product Category - Must be a Katipolt Product Category, use one of the Price Rules "Product Categories" that is NOT a "JA Materials" Category,
Fix - User Selection, we recommend using "1st Fix", "2nd Fix" or "None" for consistency,
Manufacturer - Optional, used on Katipolt Product Searches,
Manufacturer Code - Optional, used on Katipolt Product Searches,
UOM - Optional, not used for any Katipolt function,
Retail Price - Optional, not used for any Katipolt function,
Discount - Not needed for import, displays on a Supplier "Export Product CSV", handy for you to quickly review your Product Discounts,
Supplier - Not needed for import, displays on a Supplier "Export Product CSV",
Supplier Group - Optional, not used for any Katipolt function,
Supplier Category - Optional, not used for any Katipolt function, and
Active - Not needed for import, displays on a Supplier "Export Product CSV", True = Active or False = Inactive
💡 TIP: Handy if you make all Products Inactive by accident, "Export Producd CSV", mark the Product's Active column as "True" and re-import.
💡 TIP: Delete any columns that do not have values entered, maintaining the
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).
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
