Step 1. Document Preparation

Step 1. Document Preparation

What are you going to learn?
  • The terms associated with importing data
  • How to set up a document for importation

Step 1. Document Preparation

In this article, we are going to review how to begin to setup your documents for a seamless and quick import process of your data into our system.

To understand how to set up your document for importation, you're first going to need to understand the import tool. See Step. 2 of the "getting started" section to learn how to import your data once you have set up your document.

When looking at the data import tool, you will be asked if this is your first time importing. Select Yes.

Within the Data Type section, you’ll notice 4 different data types that you can import: Item Location Details, Item Details, Sales, and Categories.

Ideally, you would create 1 file for each of these data types (thus having 4 distinct files). However, you may also create one master file to use one file for multiple data types.

The Item Details data type allows you to import details that describe each SKU at an item level. These include: SKU, Case Quantity, Description, Package Quantity, Pallet Quantity, Vendor SKU, Volume, and Weight.

The Item Location Details data type allows you to import details that describe each SKU at the location level. These include: SKU, Location, Active Code, Buyer Planner, Cost, End Of Life, Freeze ABC Code, Freeze Forecast, Lead Time, Price, and Supplier.

The Sales data type allows you to import the previous history of sales data from your company. These include: SKU, Location, Adjusted, Cost, Price, Sales Quantity, and Sales Date.

Lastly, the Categories data type allows you to import categories that can help you filter and sort items when you're looking at a forecast.These include: SKU, Location, Category Data, and Label. To give you an example of this, if I was selling shoes, I may put the label as "brand" and the category data as "NIKE" or "Adidas"

Now that we have identified each data type, it's time to create a file with the proper data to import.

We’re going to start with an item location details file because, when importing SKUs for the first time, it must be done under the item location details data type.

We’re going to prepare our document in Google Sheets, but the same can be done in any spreadsheet software, like Microsoft excel for example.

For the item location details data type, SKU and location are required, so let's start with those.

Then, you are able to add any of the terms that we see here in the Labels to Import section, based on what we want to import.

It is important to note that you must order your terms from left to right rather than top to bottom.

If you have already made your CSV horizontally, you will need to perform what is called a “pivot.”

I have prepared a table here that is incorrectly formatted with the titles vertically and my data horizontally.

To pivot the data I am going to select all of the data by holding my mouse down and dragging across the numbers on the left of the screen. Once I have all of my data selected, I will then press ctrl C or command C on a mac to highlight the data.

I will then right click below the data and hover over paste special, and select “Paste Transposed.”

I can now delete the other horizontal data.

Now that everything is formatted correctly, I will go over the data included.

I have included:

1. SKU with my list of SKUs.

2. Location with each of their locations.

3. The active code of each SKU at each location.

4. The buyer planner by SKU and Location.

5. The cost of the SKU at each location.

6. The price of the sku at each location.

7. The end of life at that location.

8. Whether or not I am freezing the ABC or Forecast of each SKU at each location.

8. The lead time of each sku at each location.

10. Finally, the supplier at each location.

Now that I have prepared my document, I can save it as a CSV by going to file, download, and selecting Comma Separated values.

My file will then download and I will be ready to import! To learn how to import your data,watch the next video entitled “Import your data.”

If you have a sales file that looks like this:

With the SKUs and Locations vertically but the dates and sales horizontally, see step 1A. the pivot data tutorial.

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