Beginners User Guide for Importing Product Data into Delivrd

Beginners User Guide for Importing Product Data into Delivrd

After signing up to use Delivrd inventory management software you will need to import your products into the system. This can be done by importing a CSV type file into the product database.

In order to import items into the Delivrd system you need to prepare a CSV file with your products information. If you are not sure of the format the file should be in you can download a sample file as shown below

Sample file

Please note the following two (2) limitations when importing source files:

  • Maximum file size for uploads is 100 KB.
  • You can upload only CSV files.

Click here for an explanation of the fields. 

Starting the importing process.

Click on the Import Products from CSV file button as shown below. After doing so you will be taken to a different screen where the actual import action will be implemented.

Adding an import file

Click on the +Add File button in order to browse to your source file’s destination and select it.

Starting the upload

In order to start the uploading process once the file has been uploaded you can click on either the Start Upload or Start buttons as shown below.

Creating the products

After the file has been successfully uploaded it is now ready to be imported into the Delivrd system by clicking on the Create Products button as shown below.

After importing the file

After the file has been imported successfully you are taken directly to the Products List page so you can view the imported products directly.

Downloading a sample file

You can download a sample source file and insert your data into the relevant fields which can then be imported as explained previously.

Explanation of the fields that can be imported.

Managing inventory across multiple warehouse locations

If you keep your product inventory in multiple locations in your warehouse you can manage their quantity and distribution in fulfilling customers’ orders with Delivrd’s Locations. This can be done by the accessing the Manage Locations option via Products & Inventory → Inventory List → Actions → Manager Locations as shown below.

After clicking on the Manage Locations option you will be taken to the Locations management screen where you can add a new location as shown below.

When clicking + New Location, a new window opens in which you will add the locations details.

There are two available fields, Name and Description. Name is used for naming the location of the products and Description to describe in short detail any relevant information as shown in the example below. This says the items that the customer ordered can be found on the second shelf in the north east side of the warehouse and that each order is fulfilled by one box of product.

After filling in the fields with the correct data you can save the information by clicking the green Save button.

In a few simple steps you can start managing you products inventory in the Delivrd system.twitteryoutube

Warehouse Bin Management

With Delivrd you can now manage Bins. Bins are the location in which your products are stored so that can be picked by your fulfillment individuals and control your inventory location.

This option can be found be going to: Partners –> Bins

The Bins page looks like this:

Adding a new Bin

To add a new Bin simply select the “+ New Bin” button.

The below page will appear.

Explanation of the fields.

Title: The name of the Bin itself.

Sort Sequence: The order is which the picker would select the items when fulfilling an order with multiple items.

Location: The physical location of the bin in the warehouse, store, etc.

Status: Active or Inactive. Is this Bin being used currently or not? For example, the Bin might not have any products in it now and is not in use, so the Inactive status would be set until it’s been resupplied with items to fulfill an order. Please note: If no status is selected the default status of Active will be chosen automatically. This can be changed later if you so choose.

It is also possible to load the Bin data via a CSV file.

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Delivrd: Inventory Management

10 Inventory Management Secrets

The phrase “inventory management” may sound routine and even a bit boring. However, actually it’s a powerful tool that affects not only the profit or loss of your company, but also customer satisfaction. Here are some secrets that may bring your inventory management process to a new level.

1. Name your products clearly. Sounds pretty simple, but helps to avoid confusion when identifying the products and comparing their names in the inventory management system and physical warehouse.
2. Plan your inventory, make forecasts, and have backup plans for each aspect of inventory management. Be proactive and prepared to any possible issues.
3. Have several suppliers for high-sellers. High-sellers are items that have a huge demand, so you may end up with shortage of those items and don’t even notice that. Therefore, an extra supplier sounds like a plan B and will allow you to constantly keep high-selling items in the stock.
4. Establish ongoing “retailer-supplier” relationship. Trusted relationship with your suppliers is half success, so don’t forget to share with them your up-to-date inventory plans.
5. Regularly count your inventory to avoid unexpected stock shortages. Delivrd offers a convenient Inventory Count feature, which is available on the Inventory List page.
6. Carefully check the available stock amount to avoid both out-of-stock and overstock situations. Delivrd has the Reorder Point and Safety Stock features, both of which are available on the product page. Reorder Point means the acceptable minimum of product units in your inventory, after which you should reorder the products from your supplier. Safety Stock means the number of product units in stock after reaching which the products should no longer be issued. As a rule, you first hit the reorder point, and only later, if you failed to manage the stock correctly, you hit the safety stock level. Currently, safety stock is marked with red, whereas the reorder point is marked with yellow for all transactions. Besides, Delivrd displays notifications when the stock falls below the reorder point, and a replenishment order should be created.
7. Manage damaged stock. Sad as it is, but your stock may decrease not only because of sales but also because of the human factor, when warehouse staff may unintentionally damage some items. Besides, the damaged stock can also be shipped from your supplier. Therefore, damaged stock should be properly managed in order to show accurate figures in the reports. In Delivrd, you can activate the damaged stock handling functionality in user settings.
8. Create and maintain inventory documentation. Documenting the standard operating procedures, such as billing instructions, shipping guidelines, product specifications, packaging manuals, and so on, is extremely important for consistency of all processes at the warehouse.
9. Manage inventory at multiple locations. With the growth of your business, it becomes quite tough to manage inventory at one warehouse only. However, you don’t need several inventory management systems for several locations. In user settings of Delivrd, you can turn on the option of handling inventory at multiple locations, making the process easier and more straightforward.
10. Hire a professional to handle your inventory management. Again, as your business grows, you may find it hard to manage the inventory on your own, so it’s always better to entrust this responsibility to a skilled professional.twitteryoutube