Overview
Offers the ability to import a supplier catalogue.
Note: This import CSV file should be pre-filled by your supplier or 3rd party ready for import.
Instructions
Importing the CSV file
- Navigate to Reports > Import Data
- Select Accessory Types
- Click Browse
- Select the CSV file provided by your supplier
- Click Upload
- Once complete, verify they have imported by searching Product Maintenance for a record that you know is contained within the CSV.
Import product catalogue field structure
To Import products into ClickPOS, use the field headers below for your import CSV file. For new records, the mandatory fields must exist with details.
If the reference fields already exist, the import will use the existing details otherwise a new field will be created such as Supplier name, Category and master category.
| Field header | Length /Type | Example | Other details | |
| Barcode | Mandatory field | Max 30 Char | 93112211222 | EAN or Barcode usually numeric but can include alphabetic characters |
| Product Name | Mandatory field | Max 250 Char | Remove special characters such as @'/!£$: | Name of product displayed on customer invoice |
| Master Category | Mandatory field | Max 15 Char | Accessories | If master category doesn’t exist it will be created. Check your existing master categories to use identical name |
| Category | Mandatory field | Max 50 Char | Car charges | If category doesn’t exist it will be created. Check your existing categories to use identical name |
| Date Created | Mandatory field | dd/mm/yyyy | 1/01/2020 | Keep the date identical to all new items, if it is being edited then Date Modified will be updated |
| Supplier Name | Mandatory field | Max 50 Char | Name of the company suppied the product. If exists, it will use the same supplier, otherwise a new supplier will be created. Once upload is completed, | |
| edit supplier details to add rest of information such as address and telephone numbers. | ||||
| Supplier Product Code | Mandatory field | Max 20 Char | Product code supplier has set for the product, used for ordering etc. | |
| Purchase Price | Mandatory field | $ | 15.8 | Your buy price, includes purchase tax price. Separate decimals with a full stop. Do not include a $ sign |
| Tax | Mandatory field | 9 | 10 | Purchase tax as a percentage. Exaqmple is 10%. Ddo not include the % sign |
| Sale Price | Mandatory field | $ | 39 | Sale price is the amount customer will pay. Displayed on customer receipt. Includes Tax price. |
| Description | optional | Max 200 Char | Extended description of product | |
| Account Ref | optional | Max 50 Char | Accounting reference used to link to your financial systems. If CATEGORY field exists then system will use the existing Account Ref under the Category | |
| Category 2 | optional | Max 20 Char | Additional sub category | |
| Category 3 | optional | Max 20 Char | Additional sub category | |
| Category 4 | optional | Max 20 Char | Additional sub category | |
| In House Barcode | optional | YES/NO | Enter YES or NO | If oyu made up the barcode, this field is used to print a catalogue of all unbarcoded items |
| Manufacturer | optional | Max 50 Char | Apple | Manufacturer of product |
| Min RRP | optional | $ | 15.8 | Minimum Sale price, so employees cannot sell this item below this pricein this example no less then purchase price |
| Tax free amount | optional | $ | 5 | Portion of amount within sale price where tax is not chargable. |
| Serial | optional | YES/NO | Enter YES or NO | Does this product have serial number or not. If yes then only one unique serial number can be entered at any time. |
| Discontinued | optional | YES/NO | Enter YES or NO | This item is no longer supplied |