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Updating Product Lists

Learn how to update and maintain your non-inventory product list. 

 

In this article, you'll learn how to export your product list for price updates and other modifications.

 

Step 1: Start by navigating to non inventory products.

 

 

Step 2: Select the vendor from the product list you want to export.

 

 

 

Step 3: Click on the Excel button and then hit Save.

 

 

After completing these steps, you'll see all the materials for the selected vendor. You'll need to format these materials before re-importing the files.

 

Step 4: Go to Import Material list and download our product import template.

 

 

Step 5: Add a new line by right-clicking and selecting Insert. This allows you to copy and paste the required column headers for import. Remove any unnecessary information to start. You won't need the material number or the vendor name on the file you're importing.

 

Step 6: Move the category over by cutting and pasting it using Control X and Control V on a PC.

 

 

Step 7: Move the SKU to the SKU column and the product name to the product name column.

 

 

 

Step 8: You can also adjust the style and color.

 

 

Note that the export doesn't contain UOM or unit, which are required in the import template.

 

Step 9: Temporarily move the unit cost to free up this field.

 

 

Step 10: Place the coverage under the coverage column and delete the selling price as it's not needed for this import.

 

 

 

Step 11: Add back the product cost, and then add the unit and default margin. Delete the line item when all columns are filled out.

 

To prepare your system for importing the updated files:

 

Step 12: Navigate to Product List and find your vendor.

 

 

 

 

 

Step 13: Select all and hit bulk delete.

 

 

 

Step 14: Click on all products for vendor and confirm deletion. Note that products used in the system won't be deleted.

 

 

 

 

Step 15: To hide these products from your product list, click the pencil icon to edit and mark them as invisible.

 

 

 

 

 

 

 

Step 16: Once you have a clean slate, go to non inventory products Product List and select Import Material List.

 

 

 

 

Step 17: Select your vendor and choose your file.

 

 

As long as you haven't removed or moved any columns, you should be good to go. If you see all check marks and no errors, you're ready to proceed.

 

Step 18: Hit import if you've made any changes to your sheet.

 

 

 

 

Note: If there are errors on the columns, you won't be able to import the file.

 

 

 

 

Step 19: Verify that your products have been imported by checking the product list. The most recently imported files will appear at the beginning.