You can import variant data to create and update variants in Inventory Planner. Variant data includes information like brands, weights, and replenishment statuses.
Variant data is distinct from vendor attributes, which are specifically concerned with variant data that is associated with a specific vendor - for example, vendor references and product names. Learn more about importing vendor attributes here.
To import variants, on the Imports screen, select "Variant settings", then click "Upload file" at the bottom of the page:
Building an import file
Create a spreadsheet including the information you want to import, making sure each column has a header:
Column name | Required | Column type | Comments |
SKU Barcode Title ID | ✓ | Text | One of these four columns is required to act as an identifier. |
Brand |
| Text |
|
IP tags |
| Text | Separate multiple tags with semicolons. |
CBM |
| Number |
|
Net weight |
| Number |
|
Gross weight |
| Number |
|
Notes |
| Text |
|
Warehouse |
| Text |
|
Lead time |
| Number |
|
Days of stock |
| Number |
|
Assembly time |
| Number |
|
Min safety stock |
| Number |
|
Max stock |
| Number |
|
IP warehouse/IP variant stock |
| Number |
|
Units of measurement for transfer from a warehouse |
| Number |
|
Non-replenishable |
| Yes/No | Use "Yes", "Y" or "1" to indicate that an item is non-replenishable, "No", "N", "0" or empty to indicate that an item is replenishable. Specify a date in yyyy-mm-dd or yyyy/mm/dd format to indicate that an item in non-replenishable until. |
Hide in overstock |
| Yes/No | Use "Yes", "Y" or "1" to indicate the value is set, "No", "N", "0" or empty to indicate not set. |
Cost price |
| Number | Cost price for all variant vendors will be updated. |
Landing cost price |
| Number | Landing cost price for all variant vendors will be updated |
You can download a CSV template to help you build your file. Once you've built it, either drag and drop your file into the upload area, or click the upload area to select your file from your computer. Then, click "Map columns".
Mapping fields
Map your columns in the file to Inventory Planner fields. In addition to the columns in the file, you have some options to configure:
Match by
Choose which identifier you're using in your file, and which column they're held in.Update old removed variants
If enabled, any variants in the file which are marked "removed" in Inventory Planner will be updated instead of ignored. This option is normally left disabled, but could be used to update cost prices for old variants for profit calculations.Warehouse
You can choose which warehouse to set the warehouse settings fields for if not already present in the file, or choose "All warehouses" to set the fields for every warehouse.Update all physical locations in combined warehouse
Enabling this option allows you to update the warehouse data of a combined warehouse and its child warehouses.Date format
Select the date format. If you don't, Inventory Planner will attempt to automatically detect the format.
Once you've mapped all your columns, click "Import".
Inventory Planner will process the file. Once the file is processed, you will be presented with a summary of the changes made and a list of any errors that were triggered.