Import & Manage Catalogue Items
Import your catalogue items that are frequently purchased from your suppliers. If you don't have many items, you can add these individually. Alternatively if you have multiple materials, save time and bulk add these by using a csv.file to import. Access this by clicking 'Catalogue' from your user menu panel.
Prepare your Data
If you don't already have a list of your current products, we recommend contacting your account manager or sales representative to obtain an excel spreadsheet of your purchases and the product information to easily complete your data import.
How to Import Catalogue Items
To import catalogue items you will need to access the Catalogues tab from the user menu panel and fill out the sample csv.file to ensure the data is in the correct format.
Access the Sample CSV Template here: Catalogue Items CSV or by following the below steps:
- Click on 'Catalogue' from the user menu panel.
- Click 'Import'.
- Click 'Create'.
- Click 'Download Sample CSV'.
Now you've downloaded your csv template it is time to fill out the data, please see the below 'Pro Tips' prior to entering your data to reduce the chance of any upload errors.
Once you've completed your CSV.file you can now upload this to add your items!
- Drag & Drop or click to choose your file.
- Ensure you click the appropriate checkboxes under 'Advanced'.
- Click 'Create'.
- You will now be taken to your summary page to confirm the details.
- Once you're ready to import, click 'Start'.
You'll now be taken to a progress screen for your import. Once complete you will see a 'Import Successful' notification with a summary of the actions from the import.
IMPORTANT:
'Delete entries not in this file' - if you are exporting and reimporting your csv file, by clicking this checkbox upon re-import the materials NOT listed in your csv will be deleted from your catalogue.
Please Note: the following columns must be populated for import:
- Supplier must be a contact prior to import
- Price
- Units per price
- Unit price
- Selling price strategy - Variable is recommended (Variable or Fixed)
Pro Tips for your CSV Data
Best prepare your csv.file to reduce the chances of any errors upon upload.
Supplier Names: supplier names must 1. already exist in your contacts list and 2. match exactly.
Example: your contact is Laminex PTY, you cannot enter 'Laminex' it must be 'Laminex PTY'.
Pricing Fields: must only contain numbers & decimal points. No currency symbols and can not be more than 2 decimal points.
Sell Price Strategy or Fixed Price: if you set the Sell Price Strategy column to 'Variable' to utilise Jobman's automation, make sure there is no data in the Fixed Price column. You cannot have both fields filled out.
Unit ID Columns: any column that has Unit ID in the title is case sensitive and can only use the following variables:
Length - millimetres, centimetres, metres, inches, feet.
Volume - millilitres, litres, gallons.
Mass - grams, kilograms, tonnes.
Quantity - each, sheet, roll, piece, square_metre, lineal_metre, litre, pack, pair, kilogram, minute, hour, day, week.
Optimisation - quantity, square_metre, lineal_metre.
Import Errors
Should you have any errors, these will appear, please amend your spreadsheet and try again.
- Simply open up your template csv.
- Amend the errors listed from your import.
- Save your document.
- Click the 'Update' button as shown below.
- Click the Trash icon next to the document.
- The upload box will appear again, find & add your new document.
- Click 'Save Changes'.
- You will now be taken back to the import screen, click 'Start'.
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Managing your Catalogue Items
Easily apply price increases or decreases to multiple items by exporting your catalogue, editing the data and re-importing rather than having to manually update each product individually.
- Access your Catalogue from the user menu panel.
- Click the Export button.
- Click 'Create'.
- Choose your supplier from the dropdown or leave as 'All'.
- Click 'Create'.
- You'll now see the progress screen, once this is complete you will see the export summary, finalise by simply clicking 'Download'.
Tip: Keep track and easily access your previous imports and exports at anytime by clicking into the either of the Import or Export tabs under your catalogue tab.