Overview
- Download the latest CSV template from the “Upload Reorder Points” module.
- Copy Reorder Points information into the CSV template.
- Upload the CSV template into Xoro.
Download the CSV template file
- Go to Upload Reorder Points using the Search Menu.
- Click on the “Download Template“.
Copy the information into the template
Once you’ve downloaded the template file, you can copy in your data using any spreadsheet software. There are columns that you must complete, and others that are optional. Mandatory fields are marked with a double asterisk (**) prefix.
- The file must be a CSV (Comma-separated values) file. The name of your file must end with csv.
- Make sure you don’t change any of the column headings from row 1 in the template – these are needed for the file to import correctly.
- All date fields will accept a format of MM/DD/YYYY or MM-DD-YYYY.
- Be mindful of any leading zeros in your data, some spreadsheet software will trim them automatically without notifying you. This can be resolved by ensuring your columns have correct formatting.
- Sometimes long numbers (UPC, etc.) are formatted as scientific notation. Be sure to change the formatting on this data to display these long numbers correctly.
| Column Name | Data Type | Description |
|---|---|---|
| **ItemNumber | Text | The item’s (SKU) number. This property is unique to this item, another item cannot be created with the same Item Number. |
| **StoreCode | Text | Enter the store code. |
| ReOrderPointQty | Numeric | The minimum quantity to hold of this item such that when it drops to this amount, the item should be replenished. |
| ReOrderQty | Numeric | The amount to re-order when an item’s stock reaches the re-order point quantity. |
| ImportError | Text | If there any errors from an upload, they will be listed in this column. |
Upload the template
Once you have filled the CSV file with your data, you can follow the steps below to upload it into Xoro:
- The Default values for required columns can be configured before the upload.
- Click Browse to select the saved CSV template file.
- After the file has been selected, click on Upload to start importing.
- While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.
- After the import has been completed, the result will be displayed with the message for success or error (if any).
- Item Reorder Points will only get uploaded into the system if there are no errors in the file.
- If there are errors in the file, you can download the error file, fix the errors in the original file and upload it back into Xoro.
