Import New Supplier Products
Go to Admin > Settings > Data > Import New Data > Supplier Products
What are Supplier Products?
If you purchase products from suppliers that you use in your dispensary, these are considered supplier products. Most dispensaries will purchase ingredients and simple products from another business which are then re-sold to your customers. Supplier products include single ingredients, premix formula ingredients & simple products. You may have multiple suppliers for the same item.
Why do I need to Upload Supplier Product Information?
It is not required to upload supplier products. When you upload details about what you are paying your suppliers to purchase their products, you can manage your dispensary easier and more efficiently. We use supplier product information to determine cost of goods, create purchase orders and if you have more than one supplier for an item, you can optimize the price you pay for your ingredients and simple products.
Obtaining Supplier Product Information
Contact each of your suppliers and ask them to send you a list of their products in Excel or CSV format. Most suppliers should have this available. The key information you are looking for are SKU#, Product Name, total weight or volume of herb or formula and Product Price. Other beneficial information but optional will include barcode #, Brand, MSRP and shipping weight.
Steps to Upload Supplier Products
Remember, you only have to do this once, and although it may seem like a lot of steps, most of the columns are optional. The more data you provide the better.
1. Ensure your Supplier Exists in your dispensary. If you are unsure, go to Settings > Lists > Suppliers. If your supplier does not exist, you can create their supplier record.
2. After you create your supplier, please locate the supplier ID from the Supplier List Page. Go to Admin > Lists > Supplier. Mark this number down.
3. Depending on your supplier products, you may be purchasing single herbs or premix formulas . This tutorial will explain single herbs, but you would do the exact same thing for premix formulas.
4. Export your single ingredients or premix formulas. Go to Settings > Data > Export > Single Ingredients. Open the generated CSV File. You will need some information from this file and can copy it to the supplier upload file.
5. Download the Sample CSV File for uploading Supplier Products. Go to Admin > Settings > Data > Select New Data > Supplier Products and click on the download sample file button.
6. Open up the file and copy the ID’s and ingredient name from the exported single herb or premix formula file into Column A(herbID) and B (herb name) in the supplier CSV upload file. The reason we had you download your single herbs is because this data is contained in this file. Just copy the data from that file into the supplier product CSV upload file.
7. Then add the name of the suppliers product which corresponds to each ingredient. (Required)
8. Enter the SKU# of the suppliers product. (Required)
9. Enter the brand name of the supplier product (optional)
10. Enter the supplier ID you copied from step 2. If your CSV sheet only contains one supplier, you can copy and paste it down the entire column.
11. Enter the UPC and/or EAN number of the supplier product (optional)
12. Enter the price you pay for the product in selling price column. This is not the price per gram or the price per ml. It is the entire price you pay for the whole product. Enter only numbers. (Required)
13. Enter the MSRP (Manufacture Suggested Retail Price) (optional)
14. Enter the weight of the product (Optional)
15. Enter the number of grams, ml, oz. or kg in the weight/volume column. Only enter the number without any spaces or measurement types. Example 100 or 454 (Required)
16. Enter the measurement type, either g, ml, oz into the measurement type field. (Required)
17. Save your file
18. Upload your file by going to Admin > Settings > Data > Import New Data > Supplier Products
If you obtain the product and price information from your supplier, it will not take very long to match their product to your single herbs and then you can upload it. You will then be able to create purchase orders with these products.
Fields in Supplier Upload CSV
Herb ID
Herb Name
Herb Type
Item Type
Name Of Product
Supplier SKU#
Brand Name
Supplier ID
UPC#
EAN#
Selling Price
MSRP
Shipping Weight
Weight/Volume
Measurement Type