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To watch the video on How to add new Inventory Items click here.
Inventory Item Import
Settings → Inventory Items → Import/Export
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If you have not created a Group to add the Inventory Items to you will need to do this first.
Click here for help on creating a “Group” for the Inventory Items you are adding.
Step 1: Download our inventory items template file
Exports the current Inventory Items to an XLSX format spreadsheet.
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Step 2: Copy your inventory items into the template ****NOTE limit your upload number of lines to lots of 5000 inventory items.
The values can then be edited in the spreadsheet. Columns to the left of the Operation column cannot be deleted and additional columns cannot be inserted. If additional columns are required these need to be to the right of the Operation column.
The PkId is the Primary Unique Identifier for the row in the database so this should not be changed or deleted and do not copy this when duplicating the row to create a new item. It must be blank when Operation = A and contain the exported value for Operation = D
The Operation should be Blank, A(Add item) or D(Set item Inactive).
Before the import can be done it's good to have all all referenced data such as Materials, Material Types, Price Grids, Cost Grids, Discount Grids imported. For details on importing this data refer to Inventory Settings
Inventory Item Code & Description
For items that are made up of Material, Material Type and Colour the Code and Description are automatically created using a concatenation of the their descriptions and the column headings get have an * (astrix) on the end to indicate this, if it is desired to not use the default then remove the * from the heading.
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Example Inventory Item Import file formats
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Step 3: Upload an excel document
****NOTE limit your upload number of lines to lots of 5000 inventory items.
Select the file being edited which by default is in Downloads Folder but this may vary depending on browser settings.
Once file is selected the Upload button will show. Click to confirm file upload of selected file.
Step 4: Import the updated options layout template file
Choose Sheets from the list to be imported and validated. The list shows those sheets recognised by the Sheet (tab) Name.
Maximum of 4 Inventory Groups can be imported at one time. To select multiple sheets press Ctrl key while selecting.
Add colour if not found? Selecting this option means that colours not found in the database will be added. Material and Material Type must be added prior to importing as these and Price Grids, Discount Codes are validated as already existing in the database.
Once imported the validation screen is displayed.
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Confirm import
To see a list of items and save click arrow on left. The Save button is at the bottom left of list.
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If you get an error Click here for a list of potential issues and how to fix them
Manually adding an Inventory Item to BUZ
Settings → Inventory Items → New Item
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Manually type the inventory item information into BUZ → Save
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Manually editing an Inventory Item in BUZ
Settings → Inventory Items → Search for Inventory Item → Display
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→ Click the Inventory Item link to be edited
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→ Edit Details
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→ Update the required details → Scroll to the bottom of the screen → Save
BUZ confirmation message
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Purpose
The purpose of this page is to explain the various different methods to add inventory items and other factors you need to know to help you with this experience
Execution
Before adding inventory items you need to have setup a group for the inventory items to live.
If you think of a Group as a folder, the inventory items would be files that are in the folders.
Ensure you setup the Group correctly as there are a 2 types of groups, components and Fabric
Click here for more information about groups
Select the option
Add inventory via BUZ (Individual items only)
Explanation of Inventory item spreadsheet
Field | Details | Notes |
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PKID | This is the Primary Unique Identifier for the row in the database | BUZ creates this for you, leave this field blank |
Code | Your Code for the item. Once a code is saved in BUZ, it cannot be changed. | If this is in a main inventory group and has an * in the heading BUZ will auto generate this for you |
Description | Item Description | If this is in a main inventory group and has an * in the heading BUZ will auto generate this for you |
DescnPart1 (Material) | Description Part 1 | in most cases used for Material |
DescnPart2 (Material Types) | Description Part 2 | in most cases used for Material type (Blockout / Translucent) |
DescnPart3 (Colour) | Description Part 3 | in most cases used for Material Colour |
Code | Price grid code that this inventory items relates to | |
Cost Grid Code | Cost grid code that this inventory items relates to | |
Discount Group Code | Discount group code that this inventory items relates to | |
Last Purchase Price | The price you last purchased it for | |
Standard Cost | The suppliers normal sell price | |
Tax Rate | Your tax rate | |
Units Purchase | What unit do you purchase in IE: BX is Box (These units of measure can be edited in inventory settings Purchase Orders ) | use the unit of measure code not description |
Stocking Multiplier | Multiple "Unit Stock" by "Units purchased" | |
Units Stock | What unit do you stock in IE: BX is Box | use the unit of measure code not description |
Selling Multiplier | Multiple "Unit Sell" by "Units purchased" | |
Units Sell | What unit do you sell in IE: BX is Box | use the unit of measure code not description |
Cost Method | What cost do you want to default to |
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-A |
- L | ||
Product Size | ||
Product Type | Component = "C", Service = "S", Manufactured = "M" | Use only the first letter in the column |
Supplier | Enter your Supplier here | use supplier code which is setup in BUZ contacts→ Suppliers |
Supplier Code | Enter the Code your Supplier provides you for the inventory item, used for purchase orders | |
Supplier Description | Suppliers Description of goods, used for purchase orders | |
Length | ||
Maximum Width | Maximum width this item is available in | |
Extra Time to Fit | Extra time in minutes to fit this item (additional to the inventory group) | |
Customer Var 1 (Pack Size) | Pattern Repeats in millimetres. used for Curtain pricing script | |
Custom Var 2 (PackOpt) | Fabric Width in millimetres. used for Curtain pricing script | |
Custom Var 3 (PackType) | Y or N | Continuous /Railroad Y or N |
Warning | Warning flag to appear when item is selected in cart | |
RptCat | Report Categroy | used to group items in a category for reporting |
Operation | If this is a new item then the operation is A, E is to edit and existing item and D in to Deactivate |