Adding or Updating Items Using Bulk Load Items

A list of new items can be added to FieldStack at one time using a pre-filled Excel Form. A list of items can also be updated using an Excel file. The identifier for each item is UPC so a line in your file with a new UPC will create a new item, a line that has a UPC that matches an item in the system will update that item.

These are the fields that are necessary in the Excel File for new items to be uploaded properly.  A sample excel file is attached.

• UPC - Additions and edits occur only when a UPC is present. If a UPC is not included in your file, the system will consider this to be a new item and will create an internal GTIN when the form is saved.
• Product Source Group - This can be a new alpha numeric sequence 10 characters or less (for a new vendor or new product group) or match an existing PSG.
• Manufacturer Name
• Manufacturer Code
• Name Internal
• Extended Name Internal
• Category - Should be entered on the excel file as a code
• Secondary Category code
• Type code
• Cost Price
• List Price

Other fields that are good to include

• Taxability- True or False
• Item Number
• Description Internal

Uploading

Once your Excel file has been edited to include all the necessary columns and any other columns you want to include, you will need to upload it into the FieldStack application. Having column headers that match what is in the bulk edit form will make the import easier.

1. Save your excel file to a known location and close it.
2. Go to Options > Bulk Load Items
    
   
    
3. In the lower left Select a File by clicking the ellipsis button.
   

1. After choosing your file it will begin to load into the form. If one of your columns names does not match a FieldStack data name exactly it will ask you to map it to a value.
    
   
   
2. Your data will load into the form. Every field that will be added/updated will show in yellow in the grid.
    
   
   
3. Information can still be edited on this form.
4. The lower right will show how many new items will be added (Insert) and how many exiting items will be edited (Update).
    
   
    
5. Check both or either depending on the desired outcome and click Add to Database.

1. Click OK to update the form and see any items that failed. In the example below our fifth item failed because the UPC was not valid. While the system tried to insert it, this could not happen because the UPC is missing its checksum digit. This will also happen if that number is incorrect and will not pass through UPC validation. 
   
    

1. Any failed lines may need to be reviewed and manually entered at a later time.
2. The form may be closed. 

Editing multiple existing items

If you have a file from a vendor, such as an Excel item list with new cost or prices, that file can be reduced to only the columns you need to update in FieldStack as long at the UPC for each item is included in the file. This will only work if the items exist in FieldStack already.