Preparing the Excel Spreadsheet

  1. Ensure all data is set out in excel including columns such as:
    - Product ID
    - Product EAN
    - Product Name
    - Product Pack Size
    - Product Brand
    - Product Category
  2. Save Excel Spreadsheet.



Uploading Products to existing Product List

  1. Log into Perenso Administration.
  2. Click on System Config >Imports.

    There are two way to import products:
    - Importing a Product List using existing import rules.
    - Importing a New Product List
    Note: If the product imports file is the same as a previous upload, you can choose to select the previous upload file form the list. This will enable the system to auto map fields accordingly.



Import using a previous Import 

  1. Select the Import Name from the list.
    The below screen will display with the information inputted during the last upload.

  2. To select the file for Import, click Select File.

  3. Select the file you wish to import.

  4. If there is more then one sheet of data in you file, select the excel sheet from My data is on the following sheet.

  5. Select if your file has a heading or field names.

  6. Click Next to continue.
    The Field Mapping page will display. Note, the previous mapped fields will display and the option to update or map new fields are available.

  7. To continue import with no changes, click Next.
    Perenso Administrator will check the excel sheet to ensure there are no issues. If there are some issues, the system will warn users and the rows that are affected will be displayed in a table.
    Users can choose to update the spreadsheet with the correct data and upload the file again or to Add the changes directly from this screen.

  8. When there are no changes to be made, the sheet can be selected for imports. To import the file, click Next.
    A summary of the Import will display showing the number of lines that will be imported and the lines that will be ignored.

  9. Click Start Import.

A confirmation message will display once the import has been completed.



Importing a new File

  1. In Import Type, select Product Imports.

  2. Select from the list of import types. e.g. excel, pdf, word.
    The import screen will display. A import description can be entered to describe the type of import. This description will be save for future imports.

  3. Select the file you wish to import.

  4. If there is more then one sheet of data in you file, select the excel sheet from My data is on the following sheet.

  5. Select if your file has a heading or field names.

  6. Click Next to continue.
    The Field Mapping page will display. This is where you can choose to map your spreadsheet data to the relevant fields.

  7. Once the fields have been mapped, click Next to continue.

    Perenso Administrator will check the excel sheet to ensure there are no issues. If there are some issues, the system will warn users and the rows that are affected will be displayed in a table.
    Users can choose to update the spreadsheet with the correct data and upload the file again or to Add the changes directly from this screen.

  8. When there is no changes to be made, the sheet can be selected for imports. To import the file, click Next.
    A summary of the Import will display showing the number of lines that will be imported and the lines that will be ignored.

  9. Click Start Import.

A confirmation message will display once the import has been completed.

Products can now be viewed in Perenso Administration under Products.



Other Product Import Considerations
For new products or updates, you may need to consider the followings:>
Assign the account visibility 

  1. Under the Accounts tab, select which accounts you want the product to be visible to.
  2. Click Save Changes.

Setup the Product Order Units

  1. Under the Ordering tab, click on the first drop down menu and select the Order Unit Type the product will be using.
  2. If your product can be taken in Order Unit Type such as Dozen, place a tick on the option I take orders for this Product in.
  3. Click on the drop down menu and select the appropriate Order Unit Type.
  4. Enter in the appropriate Units which make up the Order Unit Type for example. 12 Units would be for Dozen.
  5. Click Save Changes.

Setup the Product Prices

  1. Under the Pricing tab, click Add Price for a price list.
  2. Select a date for the Effective Date This is the date in which the product will use the price.
  3. Enter in the Price for a single unit in the Each ($) field.
  4. If you have set up multiple order units type, enter in the price for that order unit type.
  5. Enter in the recommend retail price in the RRP($) field.
  6. Click Save Changes.

Setup the Product Distributors

  1. Under the Distributors tab, set the distributor that the product will go through.
  2. From this Screen, you can set when the product is available through a specific distributor, When it is hold until, Identifiers etc.
  3. Click Save Changes.

Assign Product Groups/Fields

  1. Under the Groups or Fields tab, fill in the appropriate fields. These fields are based on the Product Config.
  2. Click Save Changes.
  3. The product should be added successfully.