How to Import and Export Your Catalogue Materials
Import your catalogue items that are frequently purchased from your suppliers. If you don't have many items, you can add these manually.
In this article:
Prepare your Data
If you don't already have a list of your current products, we recommend contacting your accounts 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
From the User Menu Panel on the left, navigate to Catalogue and click Import.
- Click Create, then Download Sample CSV.
Once your CSV file has downloaded, fill it in with your catalogue data.
Pro Tips for your CSV Data
Follow these guidelines to reduce the chance of errors when uploading.
Supplier Names: Supplier names must: 1. Already exist in your contacts list, and 2. Match exactly.
Example: If your contact is "Laminex PTY", you cannot enter "Laminex" - it must be "Laminex PTY".
Pricing Fields: Must only contain numbers and decimal points. No currency symbols, and no more than 2 decimal places.
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 - kilometer, mile.
Volume - litre.
Mass - kilogram.
Quantity - each, sheet, roll, piece, square_metre, lineal_metre, pack, pair, minute, hour, day, week.
IMPORTANT:
Delete entries not in this file - If you are exporting and reimporting your CSV file, you can click this checkbox, and 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 or Fixed) - Variable is recommended
What is Profit Percentage?
The Profit Percentage column refers to Profit Margin, not Profit Mark-up.
The difference is that a mark up percentage is proportionate to the cost, whereas the margin percentage is proportionate to your revenue.
For example, if you buy a product for $10 and sell it for $12, that $2 difference gives you a 20% mark-up (2 out of 10), but only a 16.66% profit margin (2 out of 12).
Jobman is set up to use margin percentage, not mark up percentage. You can use an online margin calculator to help you work out your margin percentage based on cost and revenue amounts.
Applying GST (Australian Users Only)
There is no GST column in the sample catalogue CSV. GST should be included in the Price column, because GST is part of the cost of a product/material when you order from the supplier.
Once you have entered your costs into the Price column (including GST), this is what you will base your overhead/wastage/profit percentage columns on.
Once you've completed your CSV file, you can now upload it to import your items. Drag-and-drop or click to upload your file.
- Select any applicable checkboxes under Advanced.
- Click Create.
- You will be taken to a summary page to confirm the details.
- Once you're ready to import, click Start.
Once complete, you will see an Import Successful notification with a summary of the import and any actions that were taken.
Managing Import Errors
If you receive any error messages when attempting an import, please amend your spreadsheet and try again.
- Open your CSV file.
- Amend the errors listed from your import summary.
- Save your document.
- Click Update.
- Click the trash icon next to the previously uploaded file.
- Upload your new file.
- Click Save Changes.
- Click Start.
|
|
How to Export 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.
- From the User Menu Panel, go to Catalogue.
- Click Export > Create.
- Choose your supplier from the drop-down, or leave as All.
- Click Create.
- You will see an export summary. Finalise by clicking Download.
Tip: Track and easily access your previous imports and exports at any time by clicking into either of the Import or Export tabs under your catalogue tab.