Product Imports

This module allows us to import new product(s) to the 365 system and to update any existing product's information

There are five different types of imports

  • Touchwrap import- This updates and imports all product information

  • Pricewrap import- This is used for price updates

  • IPU upload- This updates the cost price of ethical pharmaceutical products

  • Special Price File- This updates special offers applied to products

  • Promotions File- This updates promotions applied to products

How do I Perform a Product Import?

To perform a Product Import

  • Select the Product Import module from the 365 Homescreen

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  • Select the Import Type from the drop down

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Note: If you have not yet formatted the CSV file on your PC as per Retail 365's requirements please see the How do I format my Import file section before reading any further

  • Select the file you wish to import by clicking the 'Choose File' button and browsing to the file's location on your PC

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  • Click Open and the name of your selected import file will now be listed beside the 'Choose File' button

  • Next you must select your import action

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   'Import and Update' will import all new products in the CSV file and update any information attached to existing products on the system e.g. an updated price

    'Import Only' will only import information attached to products that are not currently on the system

     'Update Only' will not import any new products to the system but can be used to update existing product's information

  • If you do not wish to overwrite the descriptions of existing products, tick the following StaffRoleConfig.png

  • Click 'Import File'

  • The screen displayed below will then appear, allowing you to correct any invalid data

  • Note that the status of any product will be marked as 'INVALID' at the top of the list if there is any invalid data

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  • In this case, click the StaffRoleConfig.png button to correct the data

  • Once all the data has been fixed and has a status of 'Valid',scroll to the end of the screen and, click StaffRoleConfig.png

How do I format my file before a Product Import?

To format an Import file

  • In the Product Import module select the Import Type and then click the 'Show File Format' link

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  • The format required of your CSV file will then load in a screen similar to that displayed below

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  • Your CSV file's columns must simply match those of the layout displayed in this screen.

Please note all fields marked with a '' must feature in the CSV file

How do I Upload my Monthly IPU file?

To Upload the IPU file

  • In the Product Imports module select 'IPU File' as the Import Type

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  • If you have already uploaded all available IPU files a message similar to that displayed below will appear

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  • If this is not the case this month's IPU file will appear in the 'Select File' dropdown

Note: The IPU file's name will always end with the corresponding month and year

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  • If you do not wish to overwrite the description of your IPU products, tick the following

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  • Tick the Categories you would like to import
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  • Press the Import File button to import your IPU file StaffRoleConfig.png

PLEASE NOTE: The steps outlined above do NOT update retail prices. The IPU file import will only apply cost price changes featured in the file. To update your retail prices after the IPU file has been uploaded, please follow the steps outlined in the ... Update Retail Prices section

How do I Cancel a Product Import?

To cancel a Product Import

After creating the product Import you will be brought to the second step of the product import where you must apply any fixes to invalid data. From here you can also cancel the import completely. To do this simply click the 'Cancel' button at the bottom of the screen.

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