17 | Product Import -> Standard Specification

Field Definitions & Notes

• Product Name must be limited to 30 characters
• Product Name must be unique within a given Product Group, but we can have the same name if the 2 products reside in different groups
• Product Full Name limited to 60 characters (price check screens only show this field)
• Bad characters are: quotes, commas,
• Good characters: dashes, underscores, asterisk
• All Match On fields are On/True by default
• Match on Supplier Code cannot be turned off, even if you specify “N”
• If Export Code 1 is NOT unique, set the Match on Export Code 1 to be N (false)
• Match On function goes from left to right based on the template format
• Attempt to match in priority: Product number, Export Code, Group Name, Supplier PLU, Barcode
• Best practice is the specifically assign Y or N for all Match On fields
• If no store name is supplied, but you include a price or cost, that will be updated the product globally for all stores
• Supplier PLU must be unique, can use a barcode

• During Import, can apply the name on the sheet, reorganize groups into sub group organization after import

• Do NOT use Product ID, this is a system created
• Every item should have a unique Product Number assigned by either the customer or Bepoz before the first import
• Group PLU number is the Product Number in the Product Group
• This is necessary to assign  if attempting to import products into 2 sub groups with the same name
• Confirm no commas in the price
• If products have leading zeros, do not open and save in Excel, or these leading zeros will be lost
• On the master template, it has been configured to text formatting, and the leading zeros will be maintained
• Do NOT open a CSV file in Excel
• Always use a fresh copy of the database for testing imports when you are troubleshooting and do not know how to solve the problem you are experiencing
• Import USoz, use “ounce” 
• Import USFloz, use “??? not sure”
• Boolean = 1=Yes; 2=No
• Cost import will be active when inventory is received

1. New Group – Use formatted group import file
2. Edit Group Parent – Use the normally formatted group file, just change the group name to the new parent group name
3. Edit Group Number/Group Name – Group Name or Group Number can be edited in a single file
1. If you attempt to edit both the group name and the group number in a single file it will create a new group
4. Disable group  – This cannot be done if there are active products in the group. Delete product 1 inactivates if the group has inactive products in it and deletes the group if no products in it, 0 reactivates the group
5. Edit product - Required (default) fields for all edits are the product name, product number, group name, group plu number
1. The following can all be edited using the default information above plus the specific fields that need to be changed
2. Add barcode
3. Change sorts and types
4. Change product name – Cannot change the product number with the same line or it will create a 2nd product
5. Change product number– Cannot change the product number with the same line or it will create a 2nd product
6. Add/Change Supplier name
7. Add/Change Supplier code
8. Add/Change Reordering info (Case, Unit etc)

The following requires the default information plus the name of the store in order to change/add:

1. Add/Change size name/units/qty
2. Add/Change Price
3. Add/Change Min/Max
4. Add/Change Restock Quantity

The following will require the default information in addition to other fields to update or may have exceptional rules:

1. Disable product – Delete product 1 inactivates if the product hasn’t been sold or doesn’t have inventory, and deletes the product if no inventory or sales, 0 reactivates the product
2. Change parent group – Need to include new group name and new group plu number in place of the old one
3. Add the store to an existing product, or add store specific pricing to an existing product – must include all information as if you are adding the product from scratch. But must use the new store name
4. Change price – must include the store you are editing the price for
5. Remove Barcode – Normally barcodes are never removed, therefore, this is not currently possible. However, if a mistake is made, barcodes will need to be removed using Bepoz
6. Remove store – Must include the store name, and 1 in “Delete Store”
7. Change Cost – Costs can never be changed by import after the initial import
1. The only way to change costs is either by receiving product in Bepoz or reinitializing the product in Bepoz