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Import Products field definitions

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Use the Import Products template to create and update the product details including: default sell and purchase prices, product groups and last costs. 

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 or remove any columns or cells that are not due to be changed. 
  • The template must be saved in a CSV format to import successfully. 
  • We recommend saving numerical based columns (e.g. Barcode, Phone Number) as Text or Number formats to ensure the full value is imported correctly. For more details, see Data Import Checklist.

Import template field name

* denotes mandatory fields

 Description
*Product Code

The unique Product Code for the product.

Character limit is 100. 
*Product Description

The unique description of the product.

Character limit is 500.
Notes Free text field for any comments or details on the product.
Barcode

Numerical value used to generate a unique barcode for the product's base unit. 

Character limit is 200.
Unit of Measure Unit of measure that applies to the product's base unit, see Units of Measure.
Min Stock Alert Level Numerical value that will trigger a low stock alert for the product when it's availability falls below this number, see Per Warehouse Controls.
Max Stock Alert Level Numerical value that will trigger a high stock alert for the product when it's availability falls below this number, see Per Warehouse Controls.
Label Template The product's default Doc Designer's label template, see Label Printing.
SO Label Template The product's default Doc Designer label template that will print from Sales Orders, see Label Printing.
PO Label Template The product's default Doc Designer label template that will print from Purchase Orders, see Label Printing.
SO Label Quantity

Select the default number of labels that will print for the product on a Sales Order from:

  • Order Quantity
  • Per Pack
  • Single
PO Label Quantity

Select the default number of labels that will print for the product on a Sales Order from:

  • Order Quantity
  • Per Pack
  • Single
Supplier Code

The product's default Supplier's unique Supplier Code. 

The Supplier must exist in Unleashed prior to import.

NOTE: If you enter the Supplier Code, it is mandatory to enter the Supplier Name.
Supplier Name

The product's default Supplier's unique Supplier Name. 

NOTE: If you enter the Supplier Name, it is mandatory to enter the Supplier Code.
Supplier Product Code The Supplier's unique code for the product.
Default Purchase Price The product's default purchase price, up to 4 decimal places. 
Minimum Order Quantity The minimum number of base units that must be ordered on a Purchase Order. 
Minimum Sale Quantity The minimum number of base units that must be ordered on a Sales Order. 
Default Sell Price The product's default sale price, up to 4 decimal places. 
Minimum Sell Price The lowest sale price allowed for the product, based on the Customer's currency. 
Sell Price Tier 1-10

The sale price of the product per sell price tier, see Sell Price Tiers.

Tip: Do not replace the Sell Price Tier headers with the custom Sell Price Tier names.
Pack Size The number of base units that will fulfill a pack.
Weight The total weight of one base unit of the product, in either kilograms (kg) or pounds (lb), see Company: Measurement Units.
Width The total width of one base unit of the product, in either meters (m) or feet (ft), see Company: Measurement Units.
Height The total height of one base unit of the product, in either meters (m) or feet (ft), see Company: Measurement Units.
Depth The total depth of one base unit of the product, in either meters (m) or feet (ft), see Company: Measurement Units.
Reminder Text that will be displayed displayed when adding the product to a Sales Quote or Sales Order.
Last Cost

Numerical value describing the latest receipted or assembled cost of one base unit of the product. The Last Cost is used as as an interim cost when a product doesn't have any stock on hand.

The Last Cost set by the import template will be overwritten when the product's next receipted or assembled.
Nominal Cost Numerical value describing the advisory cost of one base unit of the product when added to a Sales Quote. 
Never Diminishing YES or NO value, see Never Diminishing Products (NDP).
Product Group

Assign the product to a Product Group. 

If the Product Group doesn't already exist it will be created upon import. Product Group names must not include comma's. 

Tip: If left blank, no changes will be made to Product Group.
Product Sub Group

Assign the product to a Product Sub Group. 

If the Product Sub Group doesn't already exist it will be created upon import. Product Sub Group names must not include comma's. 

Tip: If left blank, no changes will be made to Product Sub Group.
Sales Account

The default Sales Account sales of the product will export to. If left blank the accounting integration's default Sales account will populate. 

NOTE: Only available if integrated with Access Financials or Xero. 
COGS Account

The default Cost of Goods Sold (COGS) Account outgoing journals of the product will export to. If left blank the accounting integration's default COGS account will populate. 

NOTE: Only available if integrated with Access Financials, Xero or Quickbooks. 
Purchase Account

The default Purchase Account purchases of the product will export to if a Never Diminishing product. 

NOTE: Only available if integrated with Access Financials, Xero or Quickbooks. 
Purchase Tax Type

The default tax that applies when the product's added to a Purchase Order.

Use the Tax Code provided in the Taxes page.  
Purchase Tax Rate

The tax rate to be used for purchasing the product, overriding Supplier and default tax rates set.

The purchase tax must be entered as a numeric value e.g. 5% is entered as 0.05. 
Sales Tax Type

The default tax that applies when the product's added to a Sales Order.

Use the Tax Code provided in the Taxes page.  
Sale Tax Rate

The tax rate to be used for selling the product, overriding Customer and default tax rates set.

The purchase tax must be entered as a numeric value e.g. 5% is entered as 0.05. 
IsAssembledProduct

YES or NO value.

If the product is expected to be built with components from your inventory use YES.
IsComponent

YES or NO value.

If the product is expected to be used to build other products in your inventory use YES.
IsObsoleted

YES or NO value, see Obsolete Products, Customers and Suppliers.
Is Sellable

YES or NO value.

For products expected to be included on Sales Orders and Quotes use YES.

If left blank it defaults to YES.
Is Purchasable

YES or NO value.

For products expected to be included on Purchase Orders use YES.

If left blank it defaults to YES.
Default Purchasing Unit of Measure

The unit of measure to use as the default for Purchasing.

The unit of measure must be set as an alternative unit of measure in the product prior to import, see Multiple Units of Measure.
Is Serialized

YES or NO value.
If YES the following columns must be NO:

  • Never Diminishing 
  • Is Batch Tracked

Only available if Serialized Products is enabled in Company settings. 
Is Batch Tracked YES or NO value.

If YES the following columns must be NO:

  • Never Diminishing 
  • Is Serialized

Only available if Batch Tracking is enabled in Company settings. 
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".
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.
Only available if International Commerce Codes is enabled in Company settings. 
Country Of Origin The country where the product was manufactured, character limit is 100.
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.
Only available if International Commerce Codes is enabled in Company settings. 

 

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