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.

Create Replenishment Order – Example

Note: For up-to-date guides on using Delivrd, please refer to official Delivrd documentation.

In our last tutorial, we explained how you create replenishment (purchase) orders in Delivrd. We will now walk-through an example of a real replenishment order I created to order some products I sell on eBay.

I use various suppliers to source my products, but my favorite one is VolumeRate (from now on, referred as VR-VolumeRate). Products are not sold cheap there, but VR is a very reliable supplier, and more importantly, he ships his products well-packed, all products are labelled with both SKU number and a serial number barcode. And that’s awesome, because I don’t have to label each piece I buy. Here’s an example of those labels:

iphone_leather_case

When we will walk-through receiving shipped products from a supplier, I will explain why these labels are so great, and actually worth the extra $$ I pay VR.

But first thing first, we need to create a new replenishment order. In the example to follow, I purchased 2 products: Glossy screen guards for iPhone 4 and protective back-cover for iPhone 5, totaling 45 pieces.

Here’s how the order details look on VR’s website:

vr_OrderDetail

Important things to notice are the Order # , in the top left corner of the screenshot, and the SKU numbers.

I will use VR Order # as reference order number in Delivrd, and any time I will need to lookup that order I will use the Order # as a search term.

SKU’s, as you might have notices so far, are very important in Delivrd,as they are used to uniquely identify products. When I created the two products in the order, I’ve used the SKU’s that VR uses. I could have basically used any unique number for an SKU, but since VR already manages SKUs, and even labels products with those SKUs, it makes sense to use VR’s.

This is the header information of this order, from the view replenishment order page:

Delivrd_repl_order

The order # (230) is the order number that Delivrd has assigned to this order. The reference order number is VR’s order number. Total shipping costs for this order were $12.21. I estimated that the products would arrive mid-April, but that was just a guess.

The order lines for this order, and the total for this order, including shipping costs, are as follows:

Delivrd_reporder_lines

Once the order have been created, you can change any details you want, including removing/adding new lines.

After all order lines have been added and changes completed, the replenishment order should be reviewed and released.

You can review the order in the view order page or in the edit order page, and release it by clicking on ‘Release’ from the Actions menu, in the top right-hand side of the page:

release_repord

What happens next is, I usually wait a couple of days until VR ships the products. When that happens, I get a tracking number from VR. I then create an inbound shipment, to keep track of the order’s shipment.

 

 

Add New Product

Note: For up-to-date guides on using Delivrd, please refer to official Delivrd documentation.

This is a guide on how to add a new product to Delivrd.

An example of adding a new product can be found in the ‘Add New Product Example – iPhone leather case‘ post.

1. Login to Delivrd using your username and password.

2. In the left navigation menu, go to Product->Products. A list of all existing products appears.

product_in_menu

3. Before adding a new product, it’s a good idea to make sure the product does not already exist. You can use the search boxes to search by SKU or by product name. Searching by SKU is the preferred way to do this.

search_sku

4. If have not created the product previously in Delivrd, click on ‘New Product’ from the orders list page.

add_product

5. You will now update the product details. Details are grouped into several tabs to make the process more manageable. The different tabs are: General, Dimensions, URL, Logistics, Packaging and Attributes

product_add_tabs

6. General Tab details:

Name – This is the name of your product. Its length is limited to 30 characters, so keep it simple.

Description – This is the long description of the product, and is limited to 255 characters. Depending on the context, sometimes Delivrd will present the Name of the product, and sometimes the description.

Category – It’s important to properly categorize your products, so it’s easier to search for them and to analyze sales, purchasing etc.

SKU – A unique number that identifies your product. It is very important in how Delivrd works, particularly in the context of barcode scanning. Each product must have its own unique SKU number, and it is used for searching, receiving products from suppliers and in the packing of customers orders.

Price – The price is used to calculate the value of your products’ inventory. You can either set it the the price you buy the products from your supplier, or to the price you sell them, it’s up to you.

add_tab1

7. Dimensions Tab details:

Weight – the weight of the product is very important to calculate the total weight of each shipment. Delivrd verifies that the actual total weight of a shipment is the same as the expected weight, thus eliminating packing mistakes. The best way to know the actual weight of the product is to use your own weight scale. You can also use the manufacturers data to determine the product’s weight.

Height,Width,Depth – you can keep these details in Delivrd so that you can later use them when selling online. Delivrd does not currently make use of these details.

add_tab2

8. URL Tab details:

Image URL – One of the most important details you need to provide is a product’s image URL. You can add a link to any external URL of your image. Delivrd displays product images in many screens in order to avoid mistakes in inbound processes (receiving from suppliers)  as well as outbound (shipping).

url

Product Page URL – This is the URL of your product’s page. It can be either a page set up on your supplier’s website, or it can be your own product’s page URL. This is useful if you want to see some more detailed information on your product.

9. Logistics Tab details:

Barcode System – Specify which barcoding system your products uses. If it’s a book, then it should have ISBN barcode in the back cover. Many products have an EAN of UPC barcodes. Many products do not have any built-in barcode, so you can leave this field empty.

Barcode Number – This is the value of the barcode imprented on the product. For books, for example, an ISBN can be:0393327345 , and  UPC barcode can be: 071701058478 and an EAN can be: 4711173870784 . Again, if your product does not contain any such barcode, you can leave this field empty.

Safety Stock – This is the minimum number of pieces you want to keep in inventory. If stock falls below this level, you should re-order from your supplier. When viewing your inventory, if your inventory fall below this level, inventory is marked in red.

Bin Number – This is the number of the bin you place this product. We recommended you label each bin in your storage so that you can easily locate the product when you need to pick it to fulfill customers orders.

logistics

10. Packaging Tab details:

Packaging Material – Here you will select the product you use to pack the product. For example, if the new product is packed in a box, you will have to create a product called ‘Box’, and then choose the ‘Box’ as the packaging material of the new product. In Delivrd, we manage the inventory levels of each packaging material, and every time you sell a product, its packaging material inventory is updated according to shipment data. If you use on box to sell one pieces of a product, one box will be reduced from inventory once your complete your shipment.

Packing instruction – This is a description of how to pack the new product. The instructions appear in the pack page.

Consumed on shipping? – When you mark this field, Delivrd treats the product as a packaging material, and every time it is used in a shipment, inventory levels are reduced according to the number of packaging materials used.

pack

11. Attributes Tab details

Color – Select the color of the product, if applicable. You need to maintain your own list of colors, by clicking on the ‘Action’ drop down in the products list page, and selecting ‘Maintain Colors’.

Size – Select the size of the product, if applicable. You need to maintain your own list of sizes, by clicking on the ‘Action’ drop down in the products list page, and selecting ‘Maintain Sizes’.

attrbts

12. Saving the product

Once you have completed updating all the product’s details, click on the green ‘Save’ button to add save the new product.

save

An example of adding a new product can be found in the ‘Add New Product Example – iPhone leather case‘ post.