Note: Column names must follow the exact same naming scheme as provided or the import upload will fail
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 Stock .CSV for Import
The following provides formatting tips when preparing your stock csv for import.
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
| |
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
| |
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
| |
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
|