Import Products Field Definitions
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George Sutton
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* denotes mandatory fields. Ensure that you enter correct values in the template before importing into Unleashed.
| Field Name | Description |
|---|---|
| *Product Code | Unique product code (max character limit = 100). |
| *Product Description | Description of the Product (max character limit = 500). |
| Notes | Any notes related to the Product. |
| Barcode | Barcode number of the Product's Base Unit (max character limit = 200). |
| Unit of Measure | Unit of measure for Product's Base Unit e.g. EA, Kg, m² etc. |
| Min Stock Alert Level | The minimum stock quantity to trigger a low stock level alert. |
| Max Stock Alert Level | The maximum stock quantity to trigger a high stock level alert. |
| Label Template | The default Product label printed for the product. |
| SO Label Template | The default Product label used when label's printed for a Sales Order. |
| PO Label Template | The default Product label used when label's printed for a Purchase Order. |
| SO Label Quantity | The default Quantity applied when printing labels from a Sales Order |
| PO Label Quantity | The default Quantity applied when printing labels from a Purchase Order |
| Supplier Code | Code of the default Supplier for the Product (max character limit = 500). NOTE: If you enter the Supplier Code, it is mandatory to enter the Supplier Name. |
| Supplier Name | Name of default Supplier for the Product (max character limit = 500). |
| Supplier Product Code | Supplier Product Code for the product (if different from the Product Code). |
| Default Purchase Price | Default purchase price in the currency of Supplier. This price is tax exclusive. |
| Minimum Order Quantity | Minimum order quantity for the product when a purchase order is created. |
| Minimum Sale Quantity | Minimum order quantity for the product when a sales order is created. |
| Default Sell Price | Default sell price in currency of the Customer. This price is tax exclusive. |
| Minimum Sell Price | Minimum sell price in currency of the Customer. This price is tax exclusive. |
| Sell Price Tier 1-10 | Sell price for price tiers 1-10. NOTE: Do not replace the Sell Price Tier headers with the custom Price Tier names. |
| Pack Size | Pack size of the Product's Base Unit (used to limit what quantities can be ordered e.g. packs of 10, 100 etc.). |
| Weight | Weight of the Product's Base Unit. The measurement unit can be specified from Settings | Company | Details tab | Measurement Units drop-down list. |
| Width | Width of the Product's Base Unit. |
| Height | Height of the Product's Base Unit. |
| Depth | Depth of the Product's Base Unit. |
| Reminder | Reminder Note to display when adding the product to a quote or order. |
| Last Cost | Last landed cost of the Product. |
| Nominal Cost | A nominal cost to use when Quoting the product. |
| Never Diminishing | YES or NO value. Never Diminishing products do not hold any stock (e.g. Freight, Labor etc.). |
| Product Group | Assign a Product Group. If it does not exist in Unleashed then it is automatically created upon import (max character limit = 450). NOTE: Product Group Names cannot contain comma's. |
| Sales Account | The Sales account in your accounting provider that this Product’s sales go to. If it is left blank it defaults to the integration's default sales account. |
| COGS Account | The Cost of Goods Sold (COGS) account in your accounting provider that this Product’s costs goes to. If it is left blank, it defaults to the integration's default COGS account. (Quickbooks Online has 50 character limit per account) |
| Purchase Account | The expense account in your accounting provider if the product is never diminishing and purchased.(Quickbooks Online has 50 character limit per account) |
| Purchase Tax Type | When your accounting provider integration is enabled, the Purchase Tax Type can be used for purchasing this product. The tax type is entered as the code given in your Taxes settings, e.g. INPUT1. |
| Purchase Tax Rate | The tax rate to be used for purchasing this product. This overrides all other tax rates. The purchase tax must be entered as a numeric value e.g 5% is entered as 0.05. |
| Sales Tax Type | When your accounting provider integration is enabled, the Sales Tax Type can be used for selling this product. The tax type is entered as the code given in your Taxes settings, e.g. OUTPUT2. |
| Sales Tax Rate | The tax rate used for selling the product. This overrides all other tax rates. The sales tax must be entered as a numeric value e.g. 20% is entered as 0.2. |
| IsAssembledProduct | YES or NO value. If the product is expected to be built with components from your inventory, then you can mark assembled products as YES. |
| IsComponent | YES or NO value. If the expected to be used to build other products in your inventory you can mark component products as YES. |
| IsObsoleted | YES or NO value. If your product is no longer active and will no longer be used then it will be made obsolete by marking it with YES. |
| Is Sellable | YES or NO value. If you want this product to be available for sale on Sales Orders and Sales Quotes, then mark as YES. If it is left blank it defaults to YES. |
| Is Purchasable | YES or NO value. If you want this product to be available for purchase on Purchase Orders, then mark as YES. If it is left blank it defaults to YES. |
| Is Serialized | YES or NO value. NOTE: If you have selected YES for any of the following columns: Never Diminishing or Batch Tracked, the Is Serialized column value must be NO. |
| Is Batch Tracked |
YES or NO value. Any new product can be tagged as 'Batch Tracked' only if the stock on hand is 0; otherwise this value is not updated. NOTE: If you have selected YES for any of the following columns: Never Diminishing or Is Serialized, the Is Batch Tracked column value must be NO. |
| Commerce Code | A 6-14 digit code that Customs authorities use to identify goods that are sent/received internationally. Also known as "Commodity Code", "Harmonized Code", "HS Code" or "Tariff Code". NOTE: Only available if International Commerce Codes is enabled in Company settings. |
| Customs Description | A simplified description of the product to appear on a commercial invoice. NOTE: Only available if International Commerce Codes is enabled in Company settings. |
| Country Of Origin | The country where the product was manufactured (max character limit = 100) NOTE: Only available if International Commerce Codes is enabled in Company settings. |
| Supplementary Unit | Supplementary units are used for customs purposes for goods when a more appropriate measure is required. NOTE: Only available if International Commerce Codes is enabled in Company settings. |
| Default Purchasing Unit of Measure | The unit of measure to use as the default for Purchasing (must be a valid unit of measure). |
Points to Note
- Once the import is in progress and then completed it cannot be undone or cancelled. We recommend exporting your Products to a CSV file before making any changes and saving this is a back-up copy. The back-up can be imported to revert your product details back to their original state.
- Blank cells or fields in the template will remove the matching field's existing data in Unleashed's product record. Do not edit any column fields or cells that are not due to be changed.
- Do not remove any columns from the template. Removing a column will overwrite the field's data with a blank value upon import.
- The template must be saved in a CSV format to import successfully.
- We recommend saving numerical based columns (e.g. Barcode) as Text or Number formats to ensure the full value is imported correctly. For more details, see Data Import Checklist.