Items Import Template in TapGoods PRO
The Import Items Template is an in-depth Template that you can use to Bulk Import your Inventory along with all of the important details that you can add to Items that you manually create in TapGoods PRO.
IMPORTANT: Do not change any of the Column Names on the Items Import Template except for the Flat1 Price and Flat2 Price columns. If you change any other columns, or add additional columns, the import will fail.
Downloading a CSV Template for Items is done on the Items page of TapGoods PRO.
To download a CSV Template on the Import Wizard page, follow the steps listed below.
- Navigate to Items.
- Click on the Ellipses [...].
- Click Import Item(s).
- Click Example Item(s) CSV.
Once you download this CSV, there are several columns that you can fill out, but the basic information required for each Item is the Name, at least one type of Price, and Quantity.
All of the columns available to fill out in this CSV Template are listed below:
-Name: The name of the Item. This is Customer facing and appears on Storefront to identify the Item to your Customers.
-Description: A description of the Item. This is Customer facing and will show up on your Storefront. Ensure that all information in the Description should be Customer facing on Storefront. Descriptions will NOT appear on Order Invoices, Emails, or Order Summaries. If you want a description to appear on Customer facing documentation, include this information in the Notes column.
-Tags: Subcategories that this Item falls into; Tags are sorted into Categories in TapGoods PRO. Include the entire Tag name. Tags that do not already exist in TapGoods PRO will be added to the system when you bulk import Items, and then you can add them to Categories from Inventory Settings. If you want to add the Item to an existing Tag in your account, ensure that the Tag is typed in exactly as it appears in your account to avoid duplication.
-Departments: This is an internal way to categorize your Inventory. Departments are not visible to Customers [example: Lighting, Linen]. When you run Reports on Inventory, Departments enable you to specify what types of Inventory you want data on.
-Accessories: In this column, input the Accessories that you want to link to the Item. When an Accessory is linked to an Item, it will auto-populate on an Order in which the Item is added. It is important to remember that any Accessories you add to this section must already exist in TapGoods PRO.
-Purchases: In this column, input the Purchases that you want to link to the Item. When a Purchase is linked to an Item, it will auto-populate on an Order in which the Item is added. It is important to remember that any Purchases you add to this section must already exist in TapGoods PRO.
-Turnover Time: This refers to the QUANTITY of time that an Item will be unavailable for rental that takes place between Orders. In this column, you will input a number [example: 10]
-Turnover Units: This refers to the TIME that an Item will be unavailable for rental during scheduled maintenance that takes place between Orders. In this column, you will input a unit of time [example: Hours, Days]
-Hourly Price: Pricing per hour [1 hr].
-Half-Day Price: Pricing per half-day [4 hrs].
-Daily Price: Pricing per day [24 hrs].
-Weekly Price: Pricing per week [7 days].
-Monthly Price: Pricing per month [Priced according to the number of days in any given month].
-Flat1 Price, Flat2 Price: Flat Prices that do not change regardless of the length. You CAN change the names of these columns to the names of the flat prices. You can also add additional flat pricing columns.
-Wholesale Cost: Input how much it costs your business in total to sell this product; this may also be known as a replacement cost.
-Weight (lbs): Weight of the Item in pounds.
-Length (ft): Length of the Item in feet.
-Width (ft): Width of the Item in feet.
-Height (ft): Height of the Item in feet.
-Length (in): Length of the Item in feet.
-Length (in): Length of the Item in inches.
-Width (in): Width of the Item in inches.
-Height (in): Height of the Item in inches.
-Buffer: Add a quantity of the Item that you do NOT want to be rentable. If you have 100 units, but only want 75 of the units to be available for rental, you will enter 25 in this column.
-Quantity: The total quantity of the Item in inventory.
-Colors: Colors of the Item. In TapGoods PRO, you can classify Inventory as Red, Orange, Yellow, Green, Blue, Purple, Pink, White, Brown, Black, Grey, Silver, Gold, and Transparent. This information is Customer facing on your Storefront, and your Customers can search for Inventory in specific colors. Ensure that all relevant colors are entered.
-Material: The material that the Item is made out of [example: Cotton].
-Warehouse: The warehouse address that the Item is located in OR the location within the warehouse [example: Isle 6, Shelf 2, Bin 3].
-Supplier Name: Name of the Supplier of this Item.
-Supplier Cost: How much the Supplier charged your business for the Item.
-Notes: Important information that either your Staff or Customers need to know about the Item.
-Include Notes: This column determines whether the Notes will be Customer facing. Put TRUE in this column if you want the Note to show on Invoices, Quotes, and Order Summaries. Input FALSE if the Note is only for internal purposes.
-Tax Exempt: This column determines whether Taxes will be calculated on the cost of this Item. If the Item is Tax Exempt, input TRUE. If taxes should be calculated on the Item Price, input FALSE.
-Damage Waiver: If you charge a Damage Waiver Fee on this Item, input TRUE in this column. If you do not charge a Damage Waiver Fee, input FALSE. The price of the Damage Waiver Fee will follow the rules that you set in Order Settings.
-Warehouse Notes: Important information intended only for your internal Staff.
Once you are finished filling out the Items Import Template, you are ready to Bulk Import your Items.