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Help Guide: Filling Out Your Product Catalog CSV
Help Guide: Filling Out Your Product Catalog CSV

To ensure your product catalog is successfully uploaded, please follow this guide to fill out the provided CSV template. Below, you’ll find details about each column, including whether it is required or optional, and a brief description of its purpose.

S
Written by Seth Horton
Updated over a month ago

Universal Template (Please make a copy to start yours)

Column Descriptions

Tab 1: Catalog Items

  1. Product

    • Required

    • Description: The name of the product. Ensure this is descriptive and unique for easy identification.

  2. Product SKU

    • Required

    • Description: A unique identifier for the product. This must not be duplicated across different products.

  3. Variants SKU

    • Optional

    • Description: Specific SKU for product variants, if applicable (e.g., size or color variations).

  4. Label

    • Optional

    • Description: Additional descriptive label for the product.

  5. Category

    • Optional

    • Description: The category under which this product falls, such as "Food" or "Accessories".

  6. Description

    • Optional

    • Description: A brief description of the product for customer reference.

  7. Unit of Measure

    • Optional

    • Description: Defines the unit for measuring this product (e.g., "Jar," "Ounces," or "Pieces").

  8. Vendor 1 / Vendor 2

    • Optional

    • Description: Name of the vendor supplying the product.

    1. Vendor SKU

      • Optional

      • Description: The SKU used by the vendor for this product.

    2. Cost

      • Optional

      • Description: The cost price of the product as provided by the vendor.

    3. Lead Time

      • Optional

      • Description: The expected time (in days) for the vendor to supply the product.

Example Entries

Product

Product SKU

Variants SKU

Label

Category

Description

Unit of Measure

Vendor 1

Vendor SKU

Cost

Lead Time

Vendor 2

Vendor SKU

Cost

Lead Time

Peanut Butter Jar

PB

PB-4

Food

Delicious, savory item

Jar

Nutty Bliss Delight

PB-4

$3.5

20

Creamy Crunch Creations

PB-4

$4.2

14

Peanut Butter Fill

PB-FILL

Food

Ounces

Tab 2: BOM Tracker

  1. Template Item Name

    • Required

    • Description: Specifies the type of BOM. Use predefined options like "Kit to Stock," "Kit to Order," or "Production" to categorize the BOM item.

  2. Finished SKU

    • Required

    • Description: The unique SKU for the finished product that this BOM is for.

  3. Material

    • Required

    • Description: The name or description of the component or material used in the finished product.

  4. Made Up Of

    • Required

    • Description: The SKU of the material or component that is part of the BOM for the finished product.

  5. Quantity

    • Required

    • Description: The quantity of the material or component required to produce one unit of the finished product.

  6. BOM Type

    • Required

    • Description: Specifies the type of BOM being defined, such as "Production."

Example Entries

Template Item Name

Finished SKU

Material

Made Up Of

Quantity

BOM Type

Production

PB-4

Jar

JAR-4

1

Production

Production

PB-4

Lid

LID-4

1

Production

Production

PB-4

Label

LABEL-4

1

Production

Production

PB-4

Fill

PB-FILL

4

Production

Production

PB-12

Jar

JAR-12

1

Production

Production

PB-12

Lid

LID-12

1

Production

Production

PB-12

Label

LABEL-12

1

Production

Production

PB-12

Fill

PB-FILL

12

Production

Tab 3: Vendor Info

  1. Vendor Name

    • Required

    • Description: The official name of the vendor or supplier.

  2. Country

    • Required

    • Description: The country where the vendor is based or operates.

  3. Business Type

    • Optional

    • Description: The type of business entity (e.g., Sole Proprietor, LLC, Corporation).

  4. EIN/TIN

    • Optional

    • Description: The Employer Identification Number (EIN) or Taxpayer Identification Number (TIN) for the vendor.

  5. Payee Name

    • Optional

    • Description: The name to be used when issuing payments to the vendor.

  6. Business Address

    • Optional

    • Description: The vendor's full business address, including street, city, state, and zip code.

  7. Payment Terms Trigger

    • Optional

    • Description: Defines the event that starts the payment term period (e.g., Invoice Received, Goods Delivered).

  8. Payment Terms

    • Optional

    • Description: Specifies the agreed-upon payment terms (e.g., Net 30, Net 60).

  9. Factoring

    • Optional

    • Description: Indicates if the vendor uses factoring for payments (Yes/No).

  10. Emails

    • Optional

    • Description: Contact email addresses for the vendor, separated by commas if there are multiple.

Example Entries

Vendor Name

Country

Business Type

EIN/TIN

Payee Name

Business Address

Payment Terms Trigger

Payment Terms

Factoring

Emails

Nutty Bliss Delight

USA

LLC

12-3456789

Nutty Bliss LLC

123 Peanut Rd, Nutville, NY 10001

Invoice Received

Net 30

No

billing@nuttybliss.com

Creamy Crunch Creations

USA

Corporation

98-7654321

Creamy Crunch Corp

456 Butter St, Crunch City, CA 90210

Goods Delivered

Net 60

Yes

accounts@creamycrunch.com

Tips for Successful Uploads:

  • Ensure all required fields are completed accurately.

  • Use consistent naming conventions for SKUs and materials.

  • Double-check the quantities to ensure they match the production requirements.

  • Validate that the "Product SKU" is unique across all entries.

If you have any questions or encounter issues, please contact our support team for assistance.

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