Upload or Import Vendor Catalogs
How to import single or multiple vendor catalogs
Jasper avatar
Written by Jasper
Updated over a week ago

Inventory Planner downloads vendor information and vendor/catalog associations from most Inventory Management Systems.

For e-Commerce systems that do not have vendor/catalog information, you must first create vendors then update catalog details directly in Inventory Planner. Until this step, all variants will be assigned to an 'unknown' vendor by default.

For a full list of integrations and details that are pulled from every system, visit https://inventory-planner.com/integrations.

Update Vendor Catalogs

  • Edit vendors and variant/vendor attributes directly in Catalog.

  • Reset attributes that were edited manually, to refresh the synced data from your connected platform.

  • When you create or edit a purchase order, you have an option to update cost price, vendor reference and other vendor data for variants and use it in subsequent purchase orders.

  • Import vendor catalog for a single vendor, or for multiple vendors

Edit Variants & Vendor Attributes (Catalog)

Manage vendor attributes for variants by selecting Catalog > Vendor Attributes.

In this section you can Associate Variants with Vendors, Manage Cost Prices, and apply Vendor Rules (eg. minimum order quantity, units of measurement) to variants.

Select 'Save Changes' to finish updating Vendor Attributes.

Note: You can also 'Set Vendor' from the Replenishment screen by selecting items > Bulk Actions > Set Vendor. Learn more about associating variants with vendors.

Reset Manually Edited Attributes

Editing attributes directly in the Catalog section overrides the synced attributes information from your platform (if applicable). These can be easily filtered and adjusted at any time to refresh the synced data.

For Example: if Cost Price has been manually edited, in Catalog > Vendor Attributes you can add a Filter for "Cost Price Assigned" to see items that have been manually updated. They will be marked with "Assigned in Inventory Planner" under the Vendor column. To refresh the synced data, you can select the cost price displayed in purple text under each cost price field (displayed with red arrows below).

Select Variant > Bulk Actions (at the bottom) > Clear Attributes Assigned in Inventory Planner to reset manually edited data and restore values from your synced platform.

Update & Variant Attributes from Purchase Order

During the creation of Purchase Orders, Inventory Planner pulls vendor associations and variant attributes from the Catalog section.

Attributes such as Cost Price, Minimum Order Quantity, and Units of Measurement can be overridden directly in the purchase order. **Note: This action overrides the synced data from your connected platform. Read above for details.

To push updated cost prices back to the Catalog section for subsequent purchase orders, select the option "Update vendor information for line item variants" at the bottom before saving the Purchase Order.

Import Vendor Catalog

  • Select CSV file to upload.
    (You can also download a CSV Template)

  • Use the dropdowns to match with column headers in your spreadsheet. Most of the columns are optional, if they are not selected, their value does not change.

Use the dropdown options for each field to make sure the correct information is matched. Finally, click Import.

Note: You can import files as large as 100 MB but larger files might take longer to upload.

You will then see the results of your import, including information that successfully imported and an error log. Click on 'Download error-marked file' to see issues that need to be corrected.

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