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Exporting and Importing Products

Table of Contents

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. 

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 notification once the import has been processed and a link to view the import. Click the notification bell and then View Results here.  
  • From here you will be able to view the products that were created, updated, ignored and the ones with errors. If there was an error in the file, the products without errors will still be updated and created successfully. 

    • Summary: a summary of the import and access to the original file.
    • Created: the new products that were created
    • Ignored: the products that remained unchanged
    • Errors: the products that had errors and did not import. The fields that errored will be highlighted red. 

  • You can also access and view the Product Import results via the Import Log if needed.
  • Navigate to More>Import Log>Click View Results Here.

     

    Editing the file (Import file field descriptions)

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

    Field

    Description 

    Options

    Required

    Customer

    The 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. 

     

     

    Active

    If the Product is active or not.

    Yes, No

    Yes

    Name

    The Product Name

     

    Yes

    Code

    The Product Code

     

    Yes

    Tags

    Tags associated with the Product. See Tags for more information. 

     

    No

    Product Description

    Additional description about the Product.

     

     

    Type

    The Product type. For example, Chilled, Frozen, Ambient. 

    Refer to your Product Types

    Yes

    Storage Charge Method

    The method for how the storage should be charged, refer to View Rate Card - Storage Charges 

    Per 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 View 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 Charge

    Amount 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)

     

     

    Country of Origin 

    The Country of Origin of the product. This is useful if needing the Country of Origin for import/export purposes. 

     

     

    Harmonised System Code

    The Harmonized System Code (HS Code) is an international standard for classifying products in cross-border trade. Adding the correct HS Code to your products ensures compliance with customs regulations and accurate calculation of duties and taxes.

     

     

    Measurement Category

    The measurement category for the Base Measurement, normally this is Count

    Count

    Yes

    Base Measurement

    The Code for the Base Unit Of Measure

    Refer to your Products Units of Measure

    Yes

    Random Weight

    Whether the product is a Random Weight Product or not, refer to: Products for information on Random Weight

    0, 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 By Address Group (First Expiry First Out) - For use in conjunction with MLOR

    Location Efficiency
    FEFO
    FIFO
    LIFO
    FEFO By Address Group

     

    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 How CartonCloud chooses outgoing stock - 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, Yes, No

    Yes

    Warning Threshold

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

     

     

    Expiry Threshold

    The number of days prior to expiration that the product will no longer be able to be sent

     

    Yes

    Low Stock Notifications

    Are Low Stock Notifications (emails) enabled with this product?

    Yes, No 

    Yes

    Low Stock Threshold

    The low stock amount that should trigger an email, ie: 80, will trigger when the stock drops below 80.

     

     

    Product Group

    The Product Group the Product belongs to.

    The Product Group is utilised to filter the Product List and in the Customer Stock Report. See Product Group for more information. 

     

     

    POP Initial Status

    When 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

    Is Reallocation Enabled? 

    To enable reallocation for the product 

    No 

    Yes

    No

    Reallocation Scannable Field

    The field you wish to be able to reallocate with 

    custom_field_1 [insert number]

    No

    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, 
    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 Base

    To 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

    Description

    The 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.

     

     

    Code

    The 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.

     

     

    Gross Weight

    The gross weight of the Product Unit of Measure (this is total weight including the product and packaging)

     

     

    Length

    Length of the Product Unit of Measure

     

     

    Width

    Width of the Product Unit of Measure

     

     

    Height

    Height of the product unit of measure

     

     

    Directly Shippable

    If the Product is Directly Shippable. Directly Shippable Products automatically create their own Consignment Item when using the Pack Screen and/or Auto-Generating Consignment Items. 

    Yes 

    No

     

    Video Guide 

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