Create/Edit Product Sources via Import

Create Product Source(s) via Import

To create a Product Source manually, please see this document: Create Product Source.

You can do an import to create multiple Product Sources at once.

1. Under Configuration, click on Data Import.

   

2. Download Template for Product Sources.

   

3. In the downloaded excel file, enable editing if needed. See below for instructions to enter information in the columns. The ones with asterisk (*) are mandatory.

   
   

   - Active: Leave blank.

   
   

   - Id: Leave blank.

   
   

   - Product Source Code: Leave blank for OB to auto-generate a source code.

   
   

   - Product Source Name: Enter the name the Supplier calls the product in their catalogue. Also called Supplier Source Name. In OpenBoxes Source View page, this is the Supplier Product Name field.

   This field has a 200 character limit.

   
   

   - Product Code (Mandatory): Enter the OB Product Code.

   
   

   - Product Name (Mandatory): Enter the OB Product Name.

   
   

   - Legacy Product Code: Type the product reference from a previous or parallel system.

   
   

   - Supplier Name (Mandatory): Enter the Supplier Name.

   
   

   - Supplier Item No. (Mandatory): Enter the SKU used by the vendor to identify the product.

   
   

   - Manufacturer Name: Enter the Manufacturer Name.

   
   

   - Manufacturer item No.: Enter the Manufacturer Code.

   
   

   - Minimum Order Quantity (Each): Enter the smallest order the vendor will accept for this product.

   
   

   - Contract Price (Each): Enter the fixed price per unit guaranteed by a contract with the supplier.

   
   

   - Contract Price Valid until: Enter the date that the contract price is valid until.

   
   

   - Rating Type: Enter the product quality rating based on user feedback or sample review. Check the Rating Type options available for your organization and enter a valid entry.

   
   

   - Default Global Preference Type: Enter the company-wide purchasing preference for this supplier established through a competitive bid. Check the Preference Type options available for your organization and enter a valid entry.

   
   

   - Preference Type Validity Start Date: Enter the Date. [Check Format]

   
   

   - Preference Type Validity End Date: Enter the Date. [Check Format]

   
   

   - Preference Type Comment: Enter Comment.

   
   

   - Default Package Type (Mandatory): Enter a valid package type. Enter the abbreviated package type, for example: PK for pack, EA for each.

   
   

   - Quantity Per Package (Mandatory): Enter the quantity per Default Source Package.

   
   

   - Package Price: Enter the most recent price paid per default package.

   
   

   - Date Created: Leave empty.

   
   

   - Last Updated: Leave empty.

   
   

   Save the file in the same format.

   
   
4. In OpenBoxes, choose the file that you just saved and click on Upload.

5. You should see either blue or red message at the top depending on if there are errors in the import file.

   

   
   
6. After review, click on Finish. Your sources have been imported!

Edit Product Source(s) via Import

To edit existing product sources, you need the source id - which you can get by downloading data in the Data Import page.

In your Import excel, you need the Source ID to update any data point as needed. Follow the Import steps as mentioned in steps 4-6 in the Create Product Source via Import section.