Purpose

By utilising the export/import Product Master functionality you are able to add new Products or update existing Products in bulk. 

How to export and import Products 

  • Navigate to the Products page, Warehouse>Products.
  • Select More>Export Products

  • Select the bell notification in the top right corner and click Download Here.

  • Open the downloaded file. 
  • In this file, you can edit the existing Products or add new Products. See Editing the file for information on how to fill in each field. 
When adding new Products ensure you keep the id column blank. 
  • Save the file.
  • Navigate back to the CartonCloud Product page. 
  • Select More>Import Products.

  • Click Choose file and select the relevant file. 
  • Select Upload File.

  • You will then receive a success message. 

Editing the file (Import file field descriptions)

The below table explains what each field on the file is for and what can be entered into each field. 

FieldDescriptionOptionsRequired
CustomerThe customer of the Product.
Yes
Id

Leave this column blank if you are creating a new Product. This is automatically generated by CartonCloud when a new Product is created. 



ActiveIf the Product is active or not. 

Yes

No

Yes
NameThe Product Name.
Yes
CodeThe Product Code.
Yes
Product DescriptionAdditional description about the Product.

TypeThe Product type. For example Chilled, Frozen, Ambient. Refer to your Product TypesYes
Storage Charge MethodHow the storage should be charged, refer to Storage ChargesPer Location
Per Pallet
Volume Based
Weight Based
Per Item 
Yes
Storage Unit of Measure Aggregation 

If you have selected the Storage Charge Method Per Unit of Measure you will need to select an Aggregation option. For more information see Rate Card - Storage Charges

Aggregation options:

  • As per rate card default setting. =Default
  • Per SKU, Per Location (and Bulk Location Pallets) = Location 
  • Per SKU, Across the Entire Warehouse = Warehouse 


Default 

Warehouse 

Location 

Yes
Allow Zero Storage Charge Allows storage to be charged at $0. This means no charge error will come up if storage charges equal $0. 

Yes

No


Per Item Storage ChargeAmount to charge per item if Per Item Storage Charge Method is selected

Volume (cubic meters)The Volume of the Product in m3, ie: 0.0025

Weight (kilograms)The Weight of the Product in KG, ie: 6.25 (for 6.25kg)

Measurement CategoryThe measurement category for the Base Measurement, normally this is CountCountYes
Base MeasurementThe Code for the Base Unit Of MeasureRefer to your Products Units of MeasureYes
Random WeightWhether the product is a Random Weight Product or not, refer to: Products for information on Random Weight0, 1
Stock Selection Method

When assigning Sale Order Products, this determines the automatic stock selection algorithm used to calculate the best stock to assign. Options are:

  • Warehouse location pick efficiency only.
  • FEFO (First Expiry First Out) - Closest expiry date is selected first.
  • FIFO (First In First Out) - Longest time since arrival is selected first.
  • LIFO (Last In First Out) - Shortest time since arrival is selected first.
FEFO
FIFO
LIFO
Location Efficiency
Yes
Strict Stock Selection With Strict Stock Selection turned on the stock selection method is enforced even if it means splitting a full pallet or picking from a part pallet to build a full pallet. 

Yes 

No

Yes
Ignore Expiry Date during Stock Selection The expiry date will not be taken into consideration during stock selection. 

Yes

No

Yes
Stock Sub-Selection Method 

Once you have selected a Stock Selection Method you must then choose a Sub-Selection Method. This means that if after the system uses the stock selection method if multiple locations meet that method's requirement the sub-selection method will be used to further optimise how you select stock.

This logic is secondary to the Stock Selection method, and will never override it.

The available Stock Sub-Selection Methods:

  • Location Efficiency: The system will look at all the pallets available meeting the Stock Selection Method, then choose the location with the highest location efficiency first.
  • Minimise Storage: The system will look at all the pallets available meeting the Stock Selection Method, then choose the option which minimises the storage quantity by as much as possible, attempting to empty locations.
  • Minimise Picks: The system will look at all the pallets available meeting the Stock Selection Method, then choose the option which minimises the number of locations that Pickers will need to visit to pick the order.

See Stock Selection Methods for more information. 

Location Efficiency 

Minimise Storage 

Minimise Picks 


Split BOM on insufficient stock 

With this setting turned on, if there is no built Bill of Materials products CartonCloud will assign stock to the Sale Order from the individual products rather than the built stock. 

Default

No 

Yes

Yes
Warning ThresholdThe number of days prior to expiration that the Expiration Warning Email is sent

Expiry ThresholdThe number of days prior to expiration that the product will no longer be able to be sent
Yes
Low Stock NotificationsAre Low Stock Notifications (emails) enabled with this product?

Yes 

No

Yes
Low Stock ThresholdThe low stock amount that should trigger an email, ie: 80, will trigger when the stock drops below 80.

Product GroupThe Product Group the Product belongs to.

POP Initial StatusWhen assigning stock to a Purchase Order, this value sets the Product Status of that stock. For example, if you selected "Quarantine", then all stocks created would default to Quarantine Status.OK, Quarantine (see Product Statuses for full list)Yes
POP Expiry Date Required?

Whether the product requires an expiry date to be entered.

No
Yes
[ blank ] - Use the Customers setting, see How to make Expiry Dates optional

Yes
POP Custom Field [ x ] Required?Whether or not a particular Custom Field is required to be recorded for this product.[ blank ] - Use the Customers setting, see  Purchase Order Products Settings
No
Incoming and Outgoing
Outgoing

Custom Field [ x ]What to insert into each of the Custom Fields defined within the Products themselves.

Product Unit of Measure Conversions 

Conversion Measurement 

The Products Units of Measure for the conversion qty. For example, if your products base unit of measure is Cartons, and there are 48 cartons per pallet, then you would put PLT here.
Yes
Qty Per BaseTo use the example above, converting from CTN to PLT you would enter the number 48 into this field so the system knows you have 48 cartons per pallet.
Yes
DescriptionThe product name that is displayed on Pick Slips. Often used if the Product Description of a specific Unit Of Measure differs significantly from the Product Name.

CodeThe product code for the Conversion Measurement. 
Yes
Barcode The barcode for the unit of measure, allowing for Scan Picking. Typically each unit of measure will have its own Unit Of Measure, allowing Cartons to be scanned independently of Units etc.

Video Guide 

Follow along with our CEO, Vicent, as he explains how to create products via the export/import function.