Stock Import - Stock CSV Update


Step     Action

  1.       Select {Settings} and then select {Stock} under Dockets. Select the {Stock Import} tab.



  2.       Select {Choose File} under Stock CSV. A File Upload modal window will open.



  3.       Locate file on computer to be imported and select {Open}. The name of the file to 

            be opened will appear to the right of the {Choose File} button.




  4.       Select {Import}. A results window will pop-up to confirm records imported 

             successfully.


Tips for Formatting CSV for Import

The following provides formatting tips when preparing your stock csv for import.


Note: Prior to import, check that stock defaults have been set on DocketManager. See Stock-Setting Up Stock Default Attributes.
Field
Is Field Mandatory?
Additional Details
Supplier 
Yes

Supplier Code
No

  • Required for ease in price updating
Stock Name

Yes

  • Leave Cover or Text in name as provided
Weight

No

  • Include 'lbs' or 'pt' pending item
Size

Yes

  • Convert any fractions (1/2 or 1/8) to decimals Example: 4 1/8 x 9 1/2 s/b entered as 4.125 x 9.5
  • Do not have any characters in the field Example: remove any P3H that may be in the field
  • For Rolls, such as 54" or 36", enter 54x1 or 36x1
  • If no size available enter 0 x 0 
  • Use lower case 'x' otherwise import will FAIL.
Color

No

  • If provided
Finish

No

  • Gloss / Smooth / Silk / Dull / Satin / Linen etc.
Tags

No

  • If provided or use own discretion
  • Multiple tags in column to be separated by ; no space Example: Cover;Coated

  • If you have unwanted tags, make sure to remove them so they are not included in stock import

Price By

Yes

  • Piece or Linear Feet or Square Feet or Weight
Lift Size

No

  • Leave blank unless specified
  • Values will import from defaults set on stock settings
Cut Cost

No

  • Leave blank
  • Values will import from defaults set on stock settings
Cut Price

No

  • Leave blank
  • Values will import from defaults set on stock settings
Multipart

Yes

  • 1 or if NCR/Carbonless, can be 2 or more
M Weight

No    

  • If provided
Caliper

No

  • Must be in decimal form Example: if provided 4 or 12 etc this must be converted to .004, .012, divide by 1000
Note: This is important if setting lift height and lift load times on presses as the caliper on the stock is used in this calculation
GSM

No

  • No decimals allowed or import will FAIL.
Price Per

Yes

  • Normally '1000'
  • Large Format stock normally by # of feet on roll or if a board could be 1
  • Dependent upon the cost provided on the stock list
  • No Decimals allowed or import will FAIL.
Price by Carton

Yes

  • FALSE
Package Quantity

No

  • No Decimals allowed or import will FAIL.
Location, Minimum, On Hand
No

  • Leave blank, this is used for inventory reporting once live
Price Scale

No

  • If one is provided on the suppliers stock list use the quantity scales provided
  • If no quantity scale provided, enter Qty 1: 999999 or 1
Price Scale - Cost 1

No
  • $ amount provided on stock list 
  • Do not include $ sign in column
Price Scale - Book 1

No
  • $ amount provided on stock list (usually the same as Cost)
  • Do not include $ sign in column
Markup Scale - Qty 1

No
  • If left blank, default stock qty scale will pull in
  • If a single markup % has been provided, enter '999999'

Note: What is provided will determine whether you are leaving blank, entering in Qty or % or entering in a markup scale. If left blank, the stock markup defaults will automatically import.
Markup Scale - %1

No
  • If left blank default stock markup will pull in
  • If a specific % has been provided enter that amount in field

Note: What is provided will determine whether you are leaving blank, entering in Qty or % or entering in a markup scale. If left blank, the stock markup defaults will automatically import.



Troubleshooting Import

Error
Action
Conversion Error

  • Check that FALSE is in the Price by Carton column and not the Package Qty column