1. Download the Excel template file here
2. Open the Excel file. Make sure that the cells contain only values, no formulas.
Overview of Excel fields for SKU:
SKU: Numerical or alphanumerical format and is a placeholder for inventory that is setup in a sequential counting manner. (example: 1005, 1006, 1007, 1008 or abc001, abc002, abc003, etc)
VariationSKU: Fill in the column if the SKU has variations like color, size. You leave this column blank.
AttributeSetName: Attribute set is a set of attributes. (example: color and size)
Description: The description of the SKU. (example: Levies 501 Jeans) max char. 500 (all characters will import)
ProductNumber: The product number associated with the item, or vendor product number. Or in the clothing industry, this would be considered a style number. (example: 52363) max char. 51
GroupName: The group for which the SKU belongs to. (example: Bottomwear) max char. 50
UnitName: If it is a partial quantity, the UnitName designates what unit of measurement it will be. (example: Grams) max char. 5
Vendor: The vendor associated with the SKU. (example: ClotheManu Inc) max char. 50
Brand: The brand associated with the SKU. (example: Levies) max char. 100
Department: The department to be designated for the SKU. (example: Clothing) syntax for sub-department: Clothing->Pants. (max 25 char per department name or max char. 50 total)
Season: If there is a season associated with the SKU. (example: Summer)
PriceIncludeTax: Does the price of the SKU include tax already applied to it? (example: “Y” which means Yes or “N” which means No). All prices should alway be set to price before tax, no matter PriceIncludeTax sets to Y or N.
Taxable1: Where Tax 1 is applied or not. (example: “Y” which means Yes or “N” which means No)
Taxable2: Where Tax 2 is applied or not. (example: “Y” which means Yes or “N” which means No)
Taxable3: Where Tax 3 is applied or not. (example: “Y” which means Yes or “N” which means No)
PartialQty: Associated with an item that is not sold as a whole number, such as a steak that is sold by its weight in grams. (example: “Y” which means Yes or “N” which means No)
ListCost: The price of the SKU purchased from the vendor.
Price: The retail default price of a SKU that is sold to a customer. All prices should alway be set to price before tax, no matter PriceIncludeTax sets to Y or N.
Active: Whether the SKU is active and available for sale. (example: “Y” which means Yes or “N” which means No)
PackageQty: For individual items, package quantity will be 1, but if you have a packaged item such as a 6-pack of Soda, then the package quantity will be higher.
PackageUnitName: The name of the package unit type used to hold multiple items. (example: box, case, etc)
MinPrice: Import the minimum value that the SKU’s price cannot sell lower than
SalePrice: Quick (without setting up special price rules) sale price before tax
SaleStarts: Sale price start date (example: 2016-01-31)
SaleEnds: Sale price end date (example: 2016-12-31)
Deposit: Designate whether there is a deposit fee for the SKU. **Note: You must enable the 011 switch titled “Enable Bottle Deposit” for this to function**
Recycle: Designate whether there is a recycle fee for the SKU. **Note: You must enable the 011 switch titled “Enable Bottle Deposit” for this to function**
ProductType: Designate the type of SKU that you are importing. Available options: Simple, Variable, Grouped, Bundle, Assembled, Rental
QOH: Import the quantity on hand of the SKU (example: 6)
The remaining columns are for attribute import. Replace Attribute 1,2,3,4 with your own desired attributes.
3. Go to File in the top right corner of the screen and select Save to save your excel file.
4. Select Import Skus under the Skus tab. Select Import Skus list.
5. Select SKUImportTemplate
6. Match the columns
Step 1: Ensure that the fields on the left match the fields on the right identically.
Step 2: Select OK to proceed with the import.
7. Notepad will open with the result of the import.
Warnings indicate notification that values don’t exist though they will be created upon import. Errors indicate the conflict with data in the import file and aren’t formatted correctly.
8. If you want to revert the import changes you made, select Import SKUs again, then select Roll Back Last SKU Import in the drop-down menu that appears.
9. If you included quantity on hand in the excel file there will be a batch automatically created in Inventory Count which you can use to update the QOH for you new SKUs. This will generate a selective snapshot of only your new SKUs and will not affect your existing inventory.
Step 1: Navigate to the Inventory Count tab.
Step 2: Ensure your SKU and QOH information is correct.
Step 3: Select View Variance >>.
10. To finish updating your quantity on hand you need to apply variance.