Overview
The Express Loader lets you quickly upload items, vendors, and categories in a few simple steps. Save time and resources by using the provided template alongside the Express Loader, allowing for instant bulk uploads!
How to upload via the Express Loader
- Navigate to Items & Vendors > Temporary Storage
- Press Download Template and fill in the Excel template with the required information.
Here are some examples of the information you can include in the template:
Full Item Name (full product item name) - Vineyard Merlot
Count Unit Quantity (Quantity of your count unit) - 1
Count Unit Measure (Unit of measure for your count unit) - fl. oz
Custom Each Name (Custom UOM if count unit is each/Optional) -
Category (Inventory category) - Wine
Subcategory (Inventory subcategory/Optional) - Red
Vendor (Vendor for this Item) - Sysco
SKU (Vendor's Stock Keeping Unit/Optional) - 12345
Pack Quantity - 1
PU Name (Name of purchase unit) - bottle
Price (Cost of purchase unit) - 12.00
Inventory (inventory item? y/n) - y - Once the template is filled out, press Upload Template to import the template.
- Select the correct template file and press Submit to upload officially.
- Once uploaded, the imported items, vendors, and categories will appear under Temporary Storage. Navigate from tab to tab to review the imported data.
Please note: This data does not yet exist in Craftable, it is only being housed under the Temporary Storage tab at this point. (After the vendors/categories/items have been uploaded, they will exist in Craftable.) - Review Vendor/Category/Item Status
- Ready: Vendor/Category/Item is ready for upload.
- Error: Vendor/Category/Item must be reviewed and corrected to be loaded into Craftable.
- Select the Vendor/Category/Item and Press Load.
- Confirm the upload by clicking Load. Once successfully uploaded, a green banner will appear on the top of the page.
Express Loader Best Practices