We're pleased to announce that we have launched our new and improved product importing process.
The new process helps to bring together added flexibility and accuracy, meaning that there are now more ways to get data into the system as well as reviewing and approving it once it has been processed.
Below we run through the details.
If you have any questions then please do get in touch firstname.lastname@example.org
Step 1 - navigate to ingredients import
The first thing you will notice is a new screen as shown below -
The first time you view this page it will be blank and you will see a note saying 'No imports found'.
Step 2 - Click on New ingredient import
This button can be found in the top right hand corner of your screen.
Step 3 - Select the correct settings for your import
This screen will be more familiar in format. Each element is explained below.
Update price only - This new feature allows you to update only the price field. If you have had to adjust units or quantities in the past then you can now keep these set, updating prices only.
Type - The default type is the 'Standard import'. Select this and then you can use the usual template that you used to use on the old import process. This is the default Kitchen CUT import template. You will notice other types being added here now as well, which are mainly focussed on importing from 3rd party systems. More information will follow on these alternative types.
Default category - This new feature allows you to set an over-arching category for your products. This is not mandatory (so you do not need to select anything here) but you may need to add this if there are no categories added in your product price lists.
Product type - This new feature is mandatory and allows you to tag your imports as Food, Beverage or Consumables. If you need to add all as Food, but it contains a mixture then this is no problem as you can adjust this in your ingredients listing later on.
File - This is where you can drop or browse to find your price file. The best format to add your price lists in is still .XLS and is usually easy to obtain from your supplier.
Import type - All imports will be 'Local' unless you are on a Network product.
Choose locations - Again you will not need to change this unless you are on a Network product.
Step 4 - View your import
Now you can see your import before anything is updated. Your ingredient import list view will now look something like the below.
What you will notice now is that your import has been held for moderation. You have 3 options -
View - Clicking this will let you review your products line by line. Here you can edit, or resolve any issues flagged before finally confirming them. If you are happy with all items you simply click the green button at the bottom of the screen 'Confirm all possible ingredients' and the system will complete the import and update all items.
View log - This tracks and monitors all edits and changes that are made to your products so you can see exactly when changes were made.
Delete - This will delete your import and any changes you have made to it.
Step 5 - Completing your import
As explained above, once you are happy with your pricing data, resolved any issues, then you can publish the entire list, simply by pressing the 'Confirm all possible ingredients' button.
If there are any items still with issues then the system will import all others and leave those flagged items until they are resolved. Of course if they are not needed then they can be deleted.
If you find that you are clicking on the 'Confirm all possible ingredients' button, but nothing is happening then you you want to check to see if you have all of the correct unit types set up. These can be found in your System > Settings > Units.
As an example of the above - your product may have the following unit set up - 2 Kg, 2KG, 2kgs, 2 k, 2kg, 2 Kilogram... There are a number of ways that units can be listed and so it is important that you add any new unit types to your 'Similar units' section in your account.