SalesVu 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. If you are exporting your product list and re-importing the file to make changes to price, inventory, etc these 'Item Numbers' from the exported file must remain.
Column B (Product Name) – The product name must be entered in this field. This will appear in the online management portal and the SalesVu app (iPad, iPad Mini, iPhone, iPod Touch and Android).
Column C (Product Image URL) – Enter the URL for your product image into this field and that image will be imported into SalesVu and attached to this image. For example, you can use DropBox, Google Drive URLs for this task. To add more than one image, you just need to add a ';' between the URLs. Please see an example below.
https://www.dropbox.com/s/dqxfhjnzjzafcwm/image1.JPG; https://www.dropbox.com/s/absckddqxfcwm/image2.JPG
Column D (Status) – User should set this field to a “Yes” when importing products. If 'No' is entered into this field for an existing product it will remove it from your product list. If it's a new product it will not be entered into SalesVu. The 'No' function can be used when exporting and re-importing to remove products that are no longer offered.
Column E (Description) – The description of your products will be displayed on the SalesVu point of sale (POS) software and on the E‐Commerce feature.
Column F (Category) – Categories are basically folders for your products. The category field is where you want the item to be placed. You can enter new and existing categories into this field. You can enter sub-categories here as well. For example if you want to place a product in a category 'Pie' that is a sub-category of 'Desserts' you would enter 'Desserts;Pie' into this field. For additional sub-categories you would use an additional ';'.
Column G (Category Image URL) – Enter the URL for your category image into this field and that image will be imported into SalesVu and attached to this image. For example, you can use DropBox, Google Drive URLs for this task (see below).
https://www.dropbox.com/s/dqxfhjnzjzafcwmi/image2.JPG
Column H (Product/Component) – User must enter “product” or “component” in this field to import. A product is an item that you sell and has a price. A component is a product that you track in inventory but do not sell directly to a consumer but may makeup another product. For example, a cheeseburger’s components might be a bun, beef and a slice of cheese. A custom made furniture business may have a chair that has components wood, nails, glue, etc.
Column I (Price) – This is the retail price of your product.
Column J (Tax) – Since our last Tax feature update, this field now includes many parameters. Please see below the different scenarios:
Case 1: Single Tax Bracket
Food Tax:10.00
Note: "Food Tax" is tax bracket name and "10.00" is tax percentage.
Case 2: Multiple Tax Brackets
Food Tax:10.00;Food Tax 2:12.00;Food Tax 3:15.00
Note: "Food Tax", "Food Tax 2", "Food Tax 3" are tax brackets names and "10.00", "12.00", "15.00" are tax percentages respectively. Please note that tax brackets are separated by semi colon (";").
Case 3: Single Tax Bracket with Overwrite Rule for "To be Delivered" shipping method
Food Tax:10.00#To be Delivered|Food Tax 4:17.00
Note: Tax bracket and "To be Delivered" tax bracket are separated by "#". "To be Delivered" and its tax bracket is separated by pipe ("|").
Case 4: Multiple Tax Brackets with Overwrite Rule for "To be Delivered" shipping method
Food Tax:10.00;Food Tax 2:12.00#To be Delivered|Food Tax 4:17.00;Food Tax 5:19.00
Case 5: Multiple Tax Brackets with Overwrite Rule for "To be Delivered", "To be Shipped" and "To be Picked up" shipping methods
Food Tax:10.00;Food Tax 2:12.00#To be Delivered|Food Tax 4:17.00;Food Tax 5:19.00#To be Shipped|Food Tax 6:21.00#To be Picked up|Food Tax 7:23.00
Note:
- Tax bracket and and other shipping methods are separated by "#". Shipping methods are separated by their tax brackets by pipe "|". Tax brackets are separated by semi colon ";".
- All spelling must match SalesVu values (Tax Bracket names, Shipping methods, ...)
- When using an existing tax bracket, make sure that ‘Tax Percentage’ matches what is already in.
Column K (Weight) – Enter the numerical value for the weight of the products.
Column L (Weight Unit) – Enter the unit of the weight measurement ie (gram, kg, pound)
Column M (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.
Column N (Inventory deduct) – A 'Yes' or 'No' value needs to be input in this field. If you want to remove products as they are being sold then this field should be a 'Yes' if not, then 'No'
Columns O (Inventory Multiple) – This is the numerical amount that is deducted out of the inventory when you sell an item. Most of the time this would be '1'. If you track something in another unit than you sell in you might remove a different unit.
Column P (Inventory Unit) – The unit of measurement will need to be entered when setting up inventory for your products. This will need to be a unit that is the same or has a conversion unit as Column O, 'Unit' (i.e., you can't sell something in Cups and track it in inventory in Pounds)
Column Q (Quantity) –This will be the quantity that you have on hand.
Column R (Last PO Cost) – This will be the unit cost of your products ie wholesale cost.
Column S (Color) – The colors in this field are related to the button color in the SalesVu app for sorting purposes (this has nothing to do with the color of the product, i.e., a red shirt). You can see a full list of colors below,
'Black'
'Green'
'MidnightBlue'
'DarkOrange'
'Maroon'
'Purple'
Column T (UPC Code) – You will want to enter UPC codes for your products if you are using a Bluetooth Bar Code Scanner. If not, this field can be left blank. Many UPC Codes can start with the letter '0' which many spreadsheet programs will automatically remove. To prevent this enter your UPC Codes as follows, ="091023840331" if the UPC Code is 091023840331.
Column U (SKU) – If your products have a SKU Code you can enter this here. The SalesVu POS has a feature to allow you to search for products by name or SKU Code.
Column V (Position) – The value within this column will be assigned to your products according to how they are arranged.
Column W (Vendor Name) - The vendor name can assigned to each product
Column X (Price Type) - Fix or Variable will need to be entered.
Fix is a product has a set price.
Variable is a product with custom pricing