Product Imports

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

- 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
  • 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

- Perform a Product Import

  • Select the Product Import module from the Rx 365 Homescreen

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  • Rx 365 will automatically open on the Products Imports page.

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

Select the Import Action you wish to preform by clicking the dropdown arrow and selecting one of the following,

  • Pricewrap: INSERT DESCRIPTION HERE
  • Promotion File: INSERT DESCRIPTION HERE
  • Special Price File: INSERT DESCRIPTION HERE

  • Touchwrap: INSERT DESCRIPTION HERE

  • 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

Selecting the import action

Depending on the action to be undertaken, one of the following can be selected,

  • Import and Update: This 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: This will only import information attached to products that are not currently on the system
  • Update Only: This will not import any new products to the system but can be used to update existing product's information

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  • If you do not wish to overwrite the descriptions of existing products, tick the following Do not overwrite product description

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  • Click 'Import File'

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  • 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 Import Products

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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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