Prior to import, check that stock defaults have been set on DocketManager. See Stock - Setting Up Stock Default Attributes.


Notes:

  • Column names must follow the exact same naming scheme as provided or the import upload will fail.
  • Blank rows are considered empty and skipped by the importer.
  • It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still “succeed”.
  • Each supplier and supplier code must be unique in comparison to the rest of the names and codes in the csv.


The following table provides formatting details when preparing your Stock CSV for import:


FieldIs Field Required?Additional DetailsMax Characters/Values
IdNo
  • Leave blank as the Id will be systemically generated when the stock is created

Supplier Yes
120
Supplier CodeNo

  • Required for ease in price updating
  • Supplier code must be unique in comparison to the rest of the names and codes in the csv
30
Stock Name
Yes

  • Leave Cover or Text in name as provided
100
Weight

No

  • Include 'lbs' or 'pt' pending item
  • Checks for existing mass unit
    • If it exists in the database, they are attached to the stock.
    • If they do not exist, they are added to the database of mass units and attached to the stock
50
Size

Yes

  • Checks for existing dimension unit
    • If it exists in the database, they are attached to the stock.
    • If they do not exist, they are added to the database of dimension units and attached to the stock
  • 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.
120
Color

No

  • Checks for existing color:
    • If it exists in the database, they are attached to the stock.
    • If they do not exist, they are added to the database of colors and attached to the stock
50
Finish

No

  • Checks for existing finish
    • If it exists in the database, they are attached to the stock.
    • If they do not exist, they are added to the database of finishes and attached to the stock

Example: Gloss / Smooth / Silk / Dull / Satin / Linen etc.

50
Tags

No

  • Checks for existing tag(s):
    • If they exist in the database, they are attached to the stock.
    • If they do not exist, they are added to the database of tags and attached to the stock
  • Multiple tags can be added in the same row, must be separated by “;” with no spcae

Example: Tag1;Tag2;Tag3  

  • If you have unwanted tags, make sure to remove them so they are not included in stock import
200
Price By

Yes
  • Must match one of the following exactly:
    • Piece
    • Linear Feet
    • Square Feet
    • Weight
120
Inventory WarningNo
  • Must be either 'Yes' or 'No'

Lift Size

No

  • Leave blank unless specified
  • Values will import from defaults set on stock settings
  • Max value is 2147483647

Cut Cost

No

  • Leave blank
  • Values will import from defaults set on stock settings
  • Max value is 9 999.99
  • Only 2 decimal places are allowed

Cut Price

No

  • Leave blank
  • Values will import from defaults set on stock settings
  • Max value is 9 999.99
  • Only 2 decimal places are allowed

Multipart

No
  • 1 or if NCR/Carbonless, can be 2 or more
  • Max value is 2147483647

M Weight

No    

  • If provided
  • Max value is 99 999 999.99
  • Only 4 decimal places are allowed

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
  • Max value is 99 999 999.99
  • Only 6 decimal places are allowed

GSM

No

  • No decimals allowed or import will FAIL.
  • Max value is 2147483647

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.
  • Max value is 99 999 999.99
  • Only 2 decimal places are allowed

Price by Carton

No

  • If blank, default to FALSE

Package Quantity

No

  • No Decimals allowed or import will FAIL.
  • Max value is 2147483647

LocationNo
  • No size limit
MinimumNo
  • Max value is 2147483647
  • Must be larger than the Minimum Level column

On HandNo

  • Leave blank, this is used for inventory reporting once live
  • Max value is 2147483647

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
  • Max value is 2147483647

Price Scale - Cost 1 - 10

No
  • $ amount provided on stock list 
  • Do not include $ sign in column
  • Max value is 9999.9999
  • Only 4 decimal places are allowed

Price Scale - Book 1 - 10

No
  • $ amount provided on stock list (usually the same as Cost)
  • Do not include $ sign in column
  • Max value is 9999.9999
  • Only 4 decimal places are allowed

Markup Scale - Qty 1 - 10

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.
  • Max value is 2147483647

Markup Scale - %1 - 10 

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.
  • Max value is 999 999.9999
  • Only 4 decimal places are allowed

Notes

No

  • No size limit




Troubleshooting Import

ErrorAction
Conversion Error

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