Purchases Import Template in TapGoods PRO
The Purchases Import 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 Purchases individually within TapGoods PRO. This Template contains columns for you to quickly fill out for each of the Purchases that you want to Import to your account.
IMPORTANT: Do not change any of the Column Names on the Purchases Import Template. If you change any columns or add additional columns, the import will fail.
Downloading a CSV Template for Purchases is done on the Purchases page, which can be found under Inventory on the TapGoods PRO menu.
To download a CSV Template on the Purchases page, follow the steps listed below.
- Navigate to Purchases.
- Click the Ellipses [...].
- Click Import Purchase(s).
- Click Example Purchase(s) CSV.
When you click Example Purchase CSV, the Purchases Import Template will automatically download to your PC. Open the file in Excel to edit the columns for Bulk Import.
There are several columns for you to fill out, but the basic columns that are required for a seamless Import are the Name and Price columns.
All of the columns available to fill out in this CSV Template are listed below:
-Name: The name of the Purchase. This is Customer facing and appears on Storefront to identify the Purchase to your Customers.
-Description: A description of the Purchase. This is Customer facing and will show up on your Storefront. Ensure that all information in the Description should be Customer facing.
-Tags: Subcategories that this Purchase falls into. Include the entire Category name. Tags that do not already exist in TapGoods PRO will be added to the system when you bulk import Purchases, and then you can add them to Categories from Inventory Settings. If you want to add the Purchase to an existing Tag in your account, ensure that the Tag is typed in exactly as it appears in your account to avoid duplication.
-Products: In this column, input any Items that you want to link to the Purchase. When an Item is linked to a Purchase, it will auto-populate on an Order to which the Purchase is added. This should be a comma separated list [example: Napkins, Chairs]. It is important to remember that any Items you add to this section must already exist in TapGoods PRO.
-Price: The cost of this product per unit.
-Weight (lbs): Weight of the Purchase in pounds.
-Length (ft): Length of the Purchase in feet.
-Width (ft): Width of the Purchase in feet.
-Height (ft): Height of the Purchase in feet.
-Length (in): Length of the Purchase in feet.
-Length (in): Length of the Purchase in inches.
-Width (in): Width of the Purchase in inches.
-Height (in): Height of the Purchase in inches.
-Buffer: Add a quantity of the Purchase 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 Purchase.
-Colors: Colors of the Purchase. 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 Purchase is made out of [example: Cotton].
-Warehouse Location Notes: Important information intended only for your internal Staff.
-Warehouse: The warehouse address that the Purchase is located in.
-Supplier Name: Name of the Supplier of this Purchase.
-Wholesale Cost: Input how much it costs your business in total to sell this product; also known as the replacement cost.
-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.
-Notes: Important information that either your Staff or Customers need to know about the Purchase.
-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 Purchase. If the Purchase is Tax Exempt, input TRUE. If taxes should be calculated on the Price, input FALSE.
-Warehouse Notes: Important information intended only for your internal Staff.Once you are finished filling out the Purchases Import Template, you are ready to Bulk Import your Purchases.
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