Accessories Import Template in TapGoods PRO
The Import Accessories Template is an in-depth CSV Template in which you can fill out all of the details that you would fill out if you were to create Accessories individually within TapGoods PRO. This Template contains columns for you to quickly fill out for each of the Accessories that you want to Import to your account.
Downloading a CSV Template for Accessories is done on the Accessories page of TapGoods PRO.
To download a CSV Template on the Accessories page, follow the steps listed below.
- Navigate to Accessories.
- Click on the Ellipses [...].
- Click Import Accessory(s).
- Click Example Accessory(s) CSV.
There are several columns for you to fill out, but the basic column that is required for a seamless Import is the Name column. If you do not give each Accessory a the import will not work.
All of the columns available to fill out in this CSV Template are listed below:
-Name: The name of the Accessory. Since Accessories are not visible to Customers, this is NOT Customer facing.
-Description: A description of the Accessory.
-Tags: Subcategories that this Accessory falls into. 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 Accessory to an existing Tag, 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.
-Products: In this column, input any Items that you want to link to the Accessory. When an Item is linked to an Accessory, it will auto-populate on an Order in which the Accessory is added.
-Turnover Time: This refers to the QUANTITY of time that an Accessory will be unavailable for rental during scheduled maintenance that takes place between Orders. In this column, you will input a number [example: 10]
-Turnover Units: This refers to the TIME that an Accessory 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]
-Wholesale Cost: Input how much it costs your business in total to sell this product.
-Weight (lbs): Weight of the Accessory in pounds.
-Length (ft): Length of the Accessory in feet.
-Width (ft): Width of the Accessory in feet.
-Height (ft): Height of the Accessory in feet.
-Length (in): Length of the Accessory in feet.
-Length (in): Length of the Accessory in inches.
-Width (in): Width of the Accessory in inches.
-Height (in): Height of the Accessory in inches.
-Buffer: Add a quantity of the Accessory 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 Accessory.
-Colors: Colors of the Accessory. 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 Accessory is made out of [example: Cotton].
-Warehouse Location Notes: Important information intended only for your internal Staff.
-Warehouse: The warehouse address that the Accessory is located in.
-Supplier Name: Name of the Supplier of this Accessory.
-Wholesale Cost: Input how much it costs your business in total to sell this product; this is also known as the replacement cost.
-Notes: Important information that either your Staff or Customers need to know about the Accessory.
-Include Notes: 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.
-Warehouse Notes: Important information intended only for your internal Staff.
Once you are finished filling out the Accessories Import Template, you are ready to Bulk Import your Purchases.