Stock Import CSV
The table below outlines each column included in the Stock-Template.csv file available at the bottom of the page. Additional Details are provided as well as Max Character/Values. Some fields are required for a successful import, these fields are color coded as follows:
Required Fields
| Blue Highlight | Required |
| No Highlight | Not Required |
| Column | Additional Details | Max Characters/Values |
| Id | Leave blank as the Id will be systemically generated when the stock is created |
|
| Supplier |
| 120 |
| Supplier Code | 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
| Leave Cover or Text in name as provided | 100 |
Weight
| If the Weight value does not exist in Settings > Dockets > Stocks > Weights it will be added to the table.
This field is a searchable field and can be repurposed to include Pt., Mil, MM, etc. | 50 |
Size
| Checks for existing sizes in Settings > Dockets > Stocks > Sizes. If Sizes do not exist, they are added to the database of sizes.
Convert fractions to decimals. Example: enter 4 1/8 x 9 1/2 as 4.125 x 9.5
Do not include characters. Example: remove any P3H that may be in the field
For Roll stocks enter dimensions in inches. Example 54x1800. Once import is complete navigate to Settings > Dockets > Stocks > Sizes and remove the length from each size and the system will auto-calculate length in quote and order items.
Use lower case 'x' otherwise import will fail. | 120 |
Color
| Checks for existing if not present it will be added. | 50 |
Finish
| Checks for existing if not present it will be added. | 50 |
Tags
| Checks for existing if not present it will be added. | 200 |
Price By
| Must match one of the following exactly: Piece Linear Feet Square Feet Weight | 120 |
Lift Size
| Commonly 250 for Cover and 500 for Text. If left blank the default from Settings > Dockets > Stocks > Defaults will be used. | Max value is 2147483647
|
Cut Cost
| If left blank the default from Settings > Dockets > Stocks > Defaults will be used. | Max value is 999.99 2 decimal limit
|
Cut Price
| If left blank the default from Settings > Dockets > Stocks > Defaults will be used. | Max value is 999.99 2 decimal limit
|
Multipart
| 1 is the default for non NCR Stock. 2pt NCR would be 2, 3pt. = 3, etc. | Max value is 2147483647
|
M Weight
| Informational field unless the stock is being used on a Web Press that is set to calculate by Weight. | Max value is 99 999 999.99 4 decimal limit
|
Caliper
| This field is informational unless your press is set with a Lift Load Time and an Hourly Rate pricing structure.
4 must be converted to .004 to operate correctly. | Max value is 99 999 999.99 6 decimal limit
|
GSM
| Informational field for search. | Max value is 2147483647 No decimals
|
Price Per
| Used directly with the Price Scale Cost column. Commonly entered as 1000 for sheetfed stocks to represent price per 1000.
Large Format Options: Price Per = 1 then you would enter the cost of 1 square foot.
Price Per = 675 then you would enter the cost of 675 square feet. | Max value is 99 999 999
|
Package Quantity
| Whole numbers only no decimals.
| Max value is 2147483647
|
| Online Name |
|
|
Price By Carton
| Must be either TRUE or FALSE |
|
Inventory Warning
| Must be either TRUE or FALSE
|
|
Add To Price
| Must be either TRUE or FALSE
|
|
| Location |
|
|
| Minimum Level |
| Max value is 2147483647 Must be larger than the Minimum Level column
|
| On Hand | Leave blank, this is used for inventory reporting once live. | Max value is 2147483647
|
| Available |
|
|
Value Left
|
|
|
| Price | Leave Blank- this field will auto calculate for display purposes when Columns J (Price By), AF (Price Scale - Qty 1) and AG (Price Scale - Cost 1) are filled out correctly. |
|
| Price Updated |
|
|
| Last Used |
|
|
Price Scale - Qty 1 - 10
| If you are using one Price Scale Cost scale you can enter a 1 here. If you have multiple scales the first scale would be up to this number. | Max value is 2147483647
|
Price Scale - Cost 1 - 10
| The Cost of the stock from your Supplier per the amount in the Price Per column above. | Max value is 9999.9999 4 decimal limit
|
Price Scale - Book 1 - 10
| Informational field to show retail cost of a stock before your negotiated cost from your supplier. | Max value is 9999.9999 4 decimal limit
|
Markup Scale - Qty 1 - 10
| If you are using one Printed Markup scale enter a 1. If you have multiple scales the first scale would be up to this number. | Max value is 2147483647
|
Markup Scale - %1 - 10
| Enter a percentage for markup or leave blank and the default Printed Markup % will be used from Settings > Dockets > Stock > Markups. | Max value is 999 999.9999 4 decimal limit
|
Blank Markup Scale - Qty 1 - 10
| If you are using one Blank Markup scale enter a 1. If you have multiple scales the first scale would be up to this number. | Max value is 2147483647
|
Blank Markup Scale - %1 - 10
| Enter a percentage for markup or leave blank and the default Blank Markup % will be used from Settings > Dockets > Stock > Markups. | Max value is 999 999.9999 4 decimal limit
|
Notes
|
| No size limit
|
Formatting Guidelines
The following guidelines should be noted when creating your Stock-Template.csv file for import:
- 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.
Prior to import, check that stock defaults have been set on DocketManager. See Stock - Setting Up Stock Default Attributes.
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