File - Import - Product - Product
data
Before you can import product data you will have to apply settings for the import routine. Start by entering a Description for the import. Then select which Supplier you will import products from. You do this by clicking the search button to the right of the field. Select the File placement for the product list you are importing by clicking the search button to the right of the field.
By clicking Discount groups and New, you can create various discount groups and adjust sales prices for the products you import. Note that it is not the discount rates that are entered in the product register after import is completed. The discount groups are only meant to adjust the price during import and i.e. to enter a code in front of the product numbers on the products that have discounts. It is also possible to adjust the sales prices in the import file or in the Import read window.
Important! If you import price files
in a foreign currency it is important that you enter the correct currency
for the supplier in the contact card. The price in your file must be in
the supplier's currency. You must also define the correct exchange rate
by navigating to View - Settings - Accounting
- Module Settings - Currency.
Then apply settings through the different tabs:
General: Through the General tab you decide how the basis for Purchase price, Cost and Gross profit is estimated at import.
Basis for Purchase price: Select whether the basis for purchase price will be the price read from the import file or whether the basis will be the imported price minus the discount from Discount group.
Basis for Cost: Here you decide what will form the basis for cost. You can select that the for the cost be unaltered and to copy the cost from an existing product, decide to set the cost as a percentage of the purchase price, or you can set the cost as 0 (zero).
Basis for Gross profit: Here you select how the basis for gross profit will be set up. You can select a fixed gross profit as a % of cost price, keep existing gross profit in the customers currency or as a %, that the gross profit shall leave the sales price unchanged, or to use the rule you define in the price calculator.
Note! Remember that the Sales
price is always = Purchase price
+ Cost + Gross profit.
Create a new price line for each import for which prices are altered: By marking the checkbox, you will have one price line in the product card per price change, and you will be able to keep the price history for the product.
Update information on existing products: You can select which information for existing products you wish to update. You can select to update all information, all information except product name, only prices, or only the supplier's price.
Additional product no.: Here, you may enter a combination of characters that are to be inserted before the product number. Example: You have two product numbers, e.g. 4444 and 666677. If you enter R3T into the Additional product no. field, all product numbers will have this prefix added to the number. So R3T444 and R3T666677.
Add product no. suffix to supplier number.: This option allows you to decide whether the supplier's product number should also be given the Additional product no. you specified above. If you apply this setting together with the Additional product no. (above) the import will compare the Additional product no. + product no. in the file with the Supplier's product number in the program.
Rules for new products
Gross profit as % of cost price for new products: Here you decide how large a percentage of the cost price gross profit will be for new products.
Product group and Sub group: Here you decide which Product group and Sub group the products you import should belong to. The settings only apply for products in the import file where no other Product group/Sub group has been specified.
Same product number as supplier: When marking this checkbox, the products you import will have the suppliers product number. If you do not mark here, the products you import will have continuing numbers within your own product number series.
Belongs to defined discount group product no: The information in the discount group column will appear before the specific product number. E.g. product number is 100. The discount group is in column 7. In column 7 on product number 100 it says xx. The new product number is then xx100.
New product should be marked 'Update stock': By marking this checkbox new products that are automatically imported will be marked to Update stock in the Warehouse tab in the Product register.
Additional product number: Here you can specify a combination that will be added in front of the product number. E.g. two product numbers are initially 4444 and 66677. If you e.g. enter R5T in the Additional Product number field, all numbers receive the following text before the number. E.g. R5T4444 and R5T66677.
Import file
File type: Here you can select the file type.
Separator: If the file fields are to be separated with a separator you select this here. E.g. Nails, 190. The product Nails costs 190 pounds. The two fields are separated by a comma, i.e. a comma- separated file. If the file/fields are tab-separated enter this in the field below.
Tab: Select if the file you are importing is tab-separated.
Do not include product no. = 0: Products without a product number in the import file, will not be imported unless you mark the checkbox.
Remove unwanted characters: There may be characters in the import file that you do not wish to import. The most common example for this is the ' character. Often a product number can be entered as 'xxxxxx'. By entering a ' in this field, the character will be removed during import.
Ignore (number of) start lines: If you have lines in the top of the file that you do not wish to import, enter the number of lines to be removed.
File structure
Enter column placement for the various columns in the import file. You can enter columns for Product no, Product description, Purchase price (net), discount group, Sales price (net), Product group and EAN code.
Column placement is entered when formatting imports that support column numbering (e.g. when importing Excel files). It is then not possible to enter anything in the 'From' and 'To' columns. Some times (e.g. when ASCII, fixed column width) column numbers are closed for registration. You then enter the Start column 'From' and end column 'To' instead.
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