Product and inventory import

THIS FEATURE IS COMING SOON

The product and inventory import tool lets you upload a csv file to add and update your stock.

The product and inventory import tool can be found by clicking Products in the horizontal blue menu, and product import in the green menu.

Product import can be used in relation to products and inventory. There's four ways you can use the tool:

  1. Import new products

  2. Update existing product details

  3. Import new inventory or update your inventory

In all cases the process involves downloading a csv template, filling in the fields and then uploading your csv file back into OFN.

Important note on CSV files: Microsoft Excel does not open them directly. If you can, we suggest you download the free Libre Office suite https://www.libreoffice.org/download/download/ With Libre Office Calc, you will be able to open and edit CSV very easily and save them in the right encoding format UTF-8. If you can't, in order to open a CSV file in Microsoft Excel, you need to follow the following steps: https://support.office.com/en-gb/article/import-or-export-text-txt-or-csv-files-5250ac4c-663c-47ce-937b-339e391393ba

Product fields that aren't encompassed by the import tool

In the first version of this tool there are a few fields that aren't captured. Unfortunately in the mean time these fields will need to be setup or updated manually. See product for details.

  • Image

  • Properties (All uploaded products will inherit the properties of the producer profile).

  • Group buy settings

If you need this functionality, please let your local OFN know. We welcome your feedback.

1) Import New Products

Use these instructions if you want to add new products to a producer's profile.

You can simultaneously upload new products and update existing products with a single CSV upload. The instructions in this guide are separated for clarity but you can combine new products and updates in the same spreadsheet.

Prepare the CSV file for import

Firstly, download the Product List Template CSV file from the Product Import page.

You'll see that the template gives all the column headings required to successfully import a product. Each row is for a new product or variant. Below is a description of how to fill in each column.

Note that all fields are case sensitive. E.g. you must use mL not ml , or Dairy not dairy.

Column Title

Required?

Description

Example

producer

Y

This is the name of the producer profile that this product will be assigned to

Four Mile Farm

sku

N

The SKU code for this product

AD001265

name

Y

This is the name of the product

Yoghurt

display name

N

This field applies if you are creating variants (see instructions below). If you're not creating a variant leave this field blank.

Rasberry Yoghurt

category

Y

Which category does this product sit in? The categories available are listed on the Product Import page

Dairy

units

Y

The weight, volume or quantity value

500

unit_type

Maybe

What unit is it sold in (g, kg, T, mL, L)? If sold as an item (e.g. bunch) leave blank

g

variant_unit_name

Maybe

If the product is sold as an item (e.g loaf, bunch, pumpkin) write the item type here

Bunch

price

Y

The price of the product. If the item carries tax, this must be the tax inclusive price.

3.70

on_hand

Maybe

If you have limited stock for the product type the stock level here. If you have infinite stock available (you can always source it) enter 0 and use the on_demand column

40

available_on

N

Leave blank

on_demand

Y

If you have infinite stock available for this product, type 1, if you're using on_hand leave blank. If you enter a number in on_hand and 1 in on_demand, the product will be on demand.

1

shipping_category

N

Leave blank

tax_category

N

If the price of your product includes tax type GST, if not leave blank

GST

description

N

You can create a description, but you cannot update one. Please make sure that the text you wrote matches the current description in case of an update.

This Yoghurt is made from local raspberries

How to import variants

Variants are similar products that differ on size or flavour. By uploading them as variants rather than individual products, your shop will be less cluttered and easier for the customer to navigate.

In the import process, variants are distinguished by the units (such as salad sold in 2 size variants) or display_name fields (such as a yoghurt sold in multiple flavours) and grouped by product name. As long as the product name is the same, the rows will be imported as variants

The example below shows a salad that comes in 500g and 750g variants, and a yoghurt that comes in multiple flavours.

name

display_name

price

units

unit_type

Salad Bag

3.50

500

g

Salad Bag

5.50

750

g

Yoghurt

Banana

4

500

g

Yoghurt

Strawberry

4

500

g

The image below shows how these products will display in the shop. Note that the 'name' field becomes the primary heading, and the 'display_name' field becomes the secondary heading. In the case of the Salad Bag, the 'display_name' field is blank, so the 'name' is used by default.

Unit type examples

Below are some examples to show how products with different units (g, ml, kg and items) should be uploaded.

producer

name

category

price

units

unit_type

variant_unit_name

Sue's Salads

Salad Bag

Vegetables

3.50

500

g

Henry Orchards

Fruit Juice

Drinks

3.50

300

ml

Fernwell Produce

Potatoes

Vegetables

9.50

5

kg

Tom's Bakery

Wholemeal Bread

Baked goods

3.00

1

loaf

Import the CSV

Once you have filled out the Product List Template CSV you are ready to upload it into OFN.

Go to Products > Product Import.

Select import type: Select Product List

Select a spreadsheet to upload: Find the csv file you wish to upload.

Because you are uploading new products, you can leave the 'Set stock to zero for all exiting products not present in the file' checkbox unticked.

Click Upload.

You'll be shown a summary of your upload, including any errors. You'll also be told how many products you are creating and how many you are updating. If you're happy with the upload results, click save. You can then upload another spreadsheet or go to the products page to view your new products.

It's good practice to check that the products uploaded/updated as you intended.

2) Update Existing Product Details

The instructions below relate to updating the details of an existing product. This tool is intended as a quick way to update product prices and stock levels.

You can simultaneously upload new products and update existing products with a single CSV upload. The instructions in this guide are separated for clarity but you can combine new products and updates in the same spreadsheet.

Prepare the CSV file for import

The process for updating product details is similar to uploading new products. The first step is to download the Product List Template and fill in the product names and the supplier names. If you have this spreadsheet on hand from a previous upload even better.

The system requires seven fields, which it uses to identify the correct product you want to update. There are four fields which can be updated. Three fields cannot be updated with the import tool.

Required fields (you can't update)

Fields you can update

Fields that won't update and aren't required

*producer

sku

^variant_unit_name

*name

price

^tax_category

^category

on_hand

^shipping_category

*units

on_demand

^unit_type (if applicable)

^variant_unit_name (if applicable)

*display_name

^description

^ if you try to update these fields you'll see an error message

*If you try to update these fields you'll actually create new products or variants, rather than update an existing product.

Import the CSV

Once you have filled out the Product List Template CSV you are ready to upload it into OFN.

Go to Products > Product Import.

Select import type: Select Product List

Select a spreadsheet to upload: Find the csv file you wish to upload.

Set stock to zero for all exiting products not present in the file: If you select this tickbox the system will set the 'On Hand' value to zero for all products already your product list. If a product was 'On Demand' it will remain 'On Demand. The Products in this import will retain the stock level you have set in the csv.

Click Upload.

You'll be shown a summary of your upload, including any errors. You'll also be told how many products you are creating and how many you are updating. If you only intended to update products but you see that a product is being created, you can see which row it is and go back and fix your spreadsheet. If you're happy with the upload results, click save. You can then upload another spreadsheet or go to the products page to view your new products.

3) Import New Inventory or update your inventory

Use these instructions if you want to add or update new products to your inventory.

Prepare the CSV file for import

Firstly, download the Inventory Template CSV file from the Product Import page.

You'll see that the template gives all the column headings required to successfully import a product. Each row is for a new product or variant. Below is a description of how to fill in each column.

Note that all fields are case sensitive. E.g. you must use mL not ml , or Dairy not dairy.

Column Title

Required?

Description

Example

producer

Y

This is the name of the producer profile that this inventory item will be assigned to

Four Mile Farm

distributor

Y

This is the name of the hub profile the inventory item will be assigned to

Demo Hub

name

Y

This is the name of the product

Yoghurt

display name

N

This field applies if you are creating variants (see instructions below). If you're not creating a variant leave this field blank.

Rasberry Yoghurt

variant_unit_name

Y

If the product is sold as an item (e.g loaf, bunch, pumpkin) write the item type here

Bunch

units

Y

The weight, volume or quantity value

500

unit_type

Y

What unit is it sold in (g, kg, T, mL, L)? If sold as an item (e.g. bunch) leave blank

g

price

Y

The price of the product. If the item carries tax, this must be the tax inclusive price.

3.70

on_hand

Y

Please check the rules for on_demand below

leave blank as on_demand is set to 1

on_demand

Y

If blank - Read as "Use producer stock settings", so "on_hand" should be blank. If you set it to "1" - Read as on demand of "Yes", so "on_hand" should be blank. If you set it to "0" - Read as on demand of "No", so "on_hand" is required.

1

sku

N

The SKU code for this product

AD001265

Import the CSV

Once you have filled out the csv you are ready to upload it into OFN.

Go to Products > Product Import.

Select import type: Select Inventory

Select a spreadsheet to upload: Find the csv file you wish to upload.

Click Upload.

You'll be shown a summary of your upload, including any errors. You'll also be told how many inventory items you are creating and how many you are updating. If you're happy with the upload results, click save. You can then upload another spreadsheet or go to the inventory page to view your new products.

It's good practice to check that inventory was updated as you intended.