Here is a downloadable template of an Excel file with the header on row 1 and the data on row 2.
If you use the template just keep the column headers and replace the data with your own!
If your vendor gives you the pack size in one field such as 10/1lb reciProfity can read and understand that also!
Choose the Import Order Guides from the menu:
Select your vendor, or add a new one, from the pull down:
Select the template. Choose + Import your own custom Excel or CSV File:
Most spreadsheets have a header. The header has column names. Data is under the header. Fill in the Header row number and the row where your data starts:
Browse and select the Excel order guide you are going to import:
Map your Excel columns to reciProfity
Find the column in your spreadsheet that matched the reciProfity name.
For example Column 4 Product description form the spreadsheet matches reciProfity Item Name
Continue until all the matches are made (Description and Group are optional)
Save the Template to use again for this vendor
If your vendor sends you Excel order guides with the same column headings each time you can save the mappings.
The next time you import Excel spreadsheets from this vendor you can just choose that template.
Click the green Continue button
Look Over the Imported Data
Now is your first chance to look over your imported data. Do the fields look right?
If you think it does then you can click the Check All box:
Final Import and the Option to Undo
Now the import is happening for real. You still get another chance to Undo the Import if you want. Here's how to check that the data imported in correct. Click on any item to see the data pop up:
Check your fields. If anything is missing or looks strange the click the red Undo Import button at the bottom of the import screen.
Now you can redo the import and fix those missing or strange fields!