Purchase Order Product Import

CORESense provides the ability to create purchase orders concurrent with the creation of new products and skus using the product sku import. This capability may be useful to clients who do one time purchases of seasonal products.

Pre-Import Preparation

Create any new vendors, manufacturers or Departments, Classes and/or Subclasses in CORESense before import.
1. Any rows that contain an invalid vendor, manufacturer or department, class or subclass will be skipped
Using the excel spreadsheet provided populate the import sheet – Items in red are are auto-generated or pre-set.
1. purchase_order.label– Purchase Order Label
2. sku_vendors.vendor_name–Vendor, must be in CORESense or line will be skipped
3. purchase_order.do_not_ship_before_date – MM/DD/YYYY (Optional)
4. purchase_order.cancel_date– MM/DD/YYYY (Optional)
5. purchase_order.estimated_receiving_date – MM/DD/YYYY (Optional)
6. purchase_order.special_instructions – Note that appears on purchase order (Optional)
7. sku_vendors.vendor_sku – Vendor SKU
8. inventory_types.internal_sku – Generated from concatenation of style number, color and size
9. inventory_types.label – Same as internal sku
10. inventory_types.description – Same as product name
11. For purchase_order.sku_quantity use the following format:
  1. Qty|Store 1,Qty|Store 2
    1. Store 1 is Evergreen
    2. Store 2 is Denver
12. sku_vendors.default_cost – XXXX.XX, must be a minimum of 0.01. Can’t be 0.
13. sku_vendors.discount_percent – Used to determine Negotiated Cost, XXX.XX (Optional)
14. sku_vendors.cost_method –Used to determine cost to use on purchase order: wholesale, discounted, replenishment (Optional, default is wholesale. If you specify wholesale and a discount percentage, the negotiated cost will be used which is wholesale times 1 minus the discount percentage.
15. inventory_types.build_type – Set to “1”
16. custom_general_order_data.size – Size (if no size, leave blank, don’t use N/A)
17. custom_general_order_data.size.price – Price premium for Size. (Optional)
18. custom_general_order_data.color – Color (if no color, leave blank, don’t use N/A)
19. Barcode – Same as internal sku. If you want to enter an “alternative” barcode, separate them with “|”., e.g. barcode1|barcode2|barcode3.
20. models.name - Product Name
21. models.part_num – Product Style Number
22. models.type - model type id (get from CORESense)
23. manufacturers.name – Select Manufacturer (Same as Vendor, must exist in system or line will be skipped)
24. models.base_price – Price, XXXX.XX, no $
25. models.minimum_advertised_price – MAP Price XXXX.XX (Optional), no $
26. models.custom_season – Season
27. merchandise_hierarchy_types.Department –Department (must be in CORESense or line will be skipped)
28. merchandise_hierarchy_types.Class –Class (must be in CORESense or line will be skipped)
29. merchandise_hierarchy_types.Subclass –Subclass (must be in CORESense or line will be skipped)
30. models.active – Set to “1” for active, “0” for inactive

Save as Importable file

Copy data into new Spreadsheet and save as csv

Import

Navigate to https://office-<client name>.coresense.com/tools/import/product_import.php>Data Import
1. Under “Export Format” select “CSV File (CP-1252 encoded; Excel compatible)
2. Under “Product Type: (only required for product import/export)” set Product Type to “General”
3. Under Product and SKU Import: (please select product type)
  1. Click “Choose File”
  2. Navigate to import file on your computer
  3. Click Open
4. Click “Import” at the bottom of the page
5. Review import notes to see if any lines were skipped. If so, correct errors and re-import only the skipped lines.