This Help Article covers:
General/Overview:
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 Supplier's Products into Katipolt. The Extended fields will affect how the products behave when: Grouping & Displaying, Ordering, Selling and on Reporting.
Supplier Product CSV Price File "Extended" Overview
Supplier Products CSV Price File Manual Importing is done from the Supplier's Window.
💡 TIP: Before a Supplier Products CSV Price File can be imported, the Supplier must be entered in Katipolt, see the Help Article: "Supplier (Add - Edit)".
⚠️ NOTE: Supplier Products CSV Price File Manual Imports are limited to 5,000 product lines.
⚠️ NOTE: You need to ensure the Supplier Products CSV Price File follows Katipolt’s format for product CSVs.
"Basic" Column Headers
The "Basic" Column Headers are the minimum columns needed for a Supplier Product CSV Price File Manual 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, and
Cost Price - Compulsory field, your buy price for the product
💡 TIP: If you don’t have a Trade Price, use the Cost Price OR make up a Trade Price using a Margin you would be happy with.
"Extended" Column Headers
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: If you make all Products Inactive by accident, "Export Product CSV", mark the Product's Active column as "True" and re-import.
To Format a Supplier Product CSV Price File
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", then Copy & Paste the Column Headers into the CSV file you are formatting.
⚠️ NOTE: The CSV file to be imported:
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).
💡 TIP: Delete any columns that do not have values entered, maintaining the Minimum Columns.
To import a formatted Supplier Products CSV Price File
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 and Select, then Press the [IMPORT] button to import
⚠️ NOTE: When importing, Products that are in Katipolt but not in the CSV file will be marked as Inactive in Katipolt. If importing a part CSV file, Untick "Set products missing from CSV file as inactive...", to NOT mark Products as Inactive in Katipolt.
💡 TIP: 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: Imported Products default to Product Category "Material Unknown" unless the Product Category column is used and an entry(s) is made, this can be changed for individual products at the Product's Detail 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.