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Importing Product Guidelines

  • Column A (item number) – This field must always be blank when importing. This column is only for the purposes of assigning a field in our database.  It is also necessary to have numbers there if you are trying to clear your database or update your inventory.
  • Column B (product name) –The product name must be entered in this field, as it will appear in the online management portal and the SalesVu app (iPad, iPad Mini, iPhone, iPod Touch and Android).
  • Column C (Product Image URL) – http://yourwebsite.com/abc.jpg
  • Column D (Status) –User should set this field to a “Yes” when importing products. If you want to delete all or some of your products after you have exported them, then put in this field a “No” and do another import.
  • Column E (Description) – This is just a descriptor for your purposes as the user.  A description does not show up on the device. Otherwise, this field can be blank.
  • Column F (Category) – Categories is essentially folders for your products.  This category field is where you want the item to be placed. You can enter new and existing categories into this field.  If you want to create or use an existing category and a subcategory, then you would enter for example “Dessert;Pie” into that field. Any additional subcategories would need a “;” entered.
  • Column G (Category Image URL)- http://yourwebsite.com/1.jpg;http://yourwebsite.com/2.jpg
  • Column H (Product/Component) – User must enter in the field “product” or “component”. A product is an item that you sell and has a price.  A component is an entity that makes up a product. A component is generally seen in restaurants, but can be used many different ways. For example, a cheeseburger’s components would be the bun, beef and a slice of cheese.
  • Column I (Price) – This is the retail price of your product that will be charged to customers.
  • Column J (Tax bracket name) – This field is the tax bracket name, which can match an existing one or you can create a whole new name.  When using an existing tax bracket name, make sure the next column, ‘Tax Percentage’ is the same.
  • Column K (Tax Percentage) – This is the numerical value of the tax rate.  For example, 8.25% would be entered as ‘8.25’.
  • Columns L (Inventory Multiple) – This is the numerical amount that is deducted out of the inventory when you sell an item. A “1” is almost always used.
  • Column M (Inventory Unit) – This is the amount in units that is deducted from the inventory when items are being sold. For example, a “cup” or “liter” is being deducted.  The unit “Item” is almost always used.
  • Column N (Inventory deduct) – You must input either a “Yes” or “No” value. If you want to remove products as they are being sold then this field should be a “Yes” if not, then “No”
  • Column O (Unit) – The unit of measurement will need to be entered when setting up inventory for your products.  This will need to match the unit in column M.
  • Column P (Quantity) –This will be the quantity that you have on hand.
  • Column Q (Cost Per Unit) – This will be the unit cost of your products.
  • Column R (Color) – The colors in this field should be “Default”. However there are alternative colors that will show up on the iPhone and iPad apps.  They can be used to sort certain items.
  • Column S (UPC Code) – You will want to enter UPC codes for your products if you intend on using a Bluetooth Bar Code Scanner. Otherwise, this field can be blank.
  • Column T (SKU) – You will want to enter an SKU for your products. The SalesVu POS app currently has a feature to allow you to search for products by name or SKU.

 

 

 

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