FAQ - Catalogue, Pricing, Units of Measurement, Change to Imperial Measurements, Etc.
In this article:
How do I Add Items to My Catalogue?
Converting Catalogue Products and Materials to Imperial Measurements (external article)
Q. How do I Add Items to My Catalogue?
A: How to Import and Export Materials in Your Catalogue
How to Import and Export Products in Your Catalogue
How to Manually Add Materials to Your Catalogue
Pro Tips for your CSV Data when Importing Catalogue Materials
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.
Q. What do these fields in the Material Import CSV template mean? (Price, Price Unit Id, Units per Price, etc.)
- Price - How much you pay the supplier for this material.
- Price Unit Id - The Unit of Measurement for this material.
- Units per Price - The number of individual items in this material as provided by the supplier.
- Unit Price - The price divided by the number of individual units in this material.
- Unit Price Unit Id - The Unit of Measurement for the individual units in this material.
Example: You buy a 4-pack of hinges for $20.
- The Price is 20.00
- The Price Unit Id is pack
- The Units per Price is 4
- The Unit Price is 5.00
- And the Unit Price Unit Id is each.
Example: You buy a 200-metre roll of plastic sheet for $350.
- The Price is 350.00
- The Price Unit Id is roll
- The Units per Price is 200
- The Unit Price is 1.75
- And the Unit Price Unit Id is lineal_metre
Q. What do these fields in the Material Import CSV template mean? (Sell Pricing Strategy, Sell Unit Price Fixed, Overhead Percentage, Wastage Percentage, Profit Percentage)
- Sell Pricing Strategy
- Sell Unit Price Fixed
- Overhead Percentage
- Wastage Percentage
- Profit Percentage
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.
Converting Catalogue Products and Materials to Imperial Measurements (external article)
For detailed instructions on converting your product and material libraries to imperial measurements, click here.