Import template for SKUs

About the import template

When you start using tracezilla, you can import all your Stock Keeping Units (SKUs) via the Excel import template. This saves you from typing all your SKUs individually in the application. If some SKUs are similar in setup, the import template also allows a row with a SKU to be copied.

If, at a later stage, you wish to make multiple changes to a number of SKUs, you can also use the import template to do so.

The import template contains predefined columns into which information can be entered or pasted. Information is entered for one SKU per row. The import template is downloaded from tracezilla and opens as a spreadsheet on your computer.

 

Tip!

We recommend that you create at least one SKU in the application first and preferably one SKU of each type of goods e.g. a raw material, a finished good, packaging in meters and packaging in pieces.

It makes it easier for you to see which data must be entered in which column in the import template. And in which format the data must be entered.

 

Import SKUs

  1. Click Warehouse in the top menu and select Stock Keeping Units in the drop-down menu.
  2. Click the button Import in the upper right corner and then Get Import Template.
  3. The import template is now downloaded as an xlsx file. Fill in the columns, cf. the explanations in the tables below. The fields marked with * (asterisk) are mandatory.
  4. When all relevant columns are filled in, save the Excel file on your computer.
  5. Go back into the tracezilla application. Click Import in the upper right corner and then Upload file.
  6. Select the file from your computer desk.

If the file contains more than 499 SKUs, you will receive an email when all the SKUs have been uploaded or if an error occurs. If there are less than 500 SKUs, you will be notified in the dialog window when your SKUs have been created.

If an error occurs, tracezilla will pull back the uploaded data and describe the error and the cause. Then you must correct the data in the spreadsheet, save the changes and upload again.

 

Fill in the import template

The import template contains several tabs:

Stock Keeping Units
Partner Relations
Cert bodies
Tags
Descriptions
Dimensions
Nutrition
Retail prices

This tutorial is divided into sections which refer to the tabs in the file. The tables contain the name of the column headers in the file and an explanation of how to fill in each field.

 

Stock Keeping Units

Column header Explanation
ID This ID is used by the application to recognize the SKU when the Excel sheet is imported to the application. It ensures that the correct SKU will be updated with correct data.

Do NOT change or delete the ID.

If you do not have any SKUs in tracezilla, leave the ID column empty.
SKU code* Enter the SKU code.
Allow changes to critical values on locked SKU Can be: Yes/No.

To be able to change Unit of Measure and Traceability, enter Yes.

Warning: It is only possible to change critical values, if an SKU has not already bin invoiced.

Please notice, that in changing UoM’s, tracezilla will adjust all orders and recipes, including formerly created and finished orders!
Name* Insert the name of the SKU as you want it to appear on invoices and other documents.
Latin Name Insert the latin name of the SKU. This may be mandatory for some foods, e.g. fish.
Enable traceability Can be: Yes/No.

Traceability should by default be set to Yes for foods.

For SKU’s with no requirements for traceability, e.g. labels, enter No.
EAN, box unit Enter the EAN number related to the box unit. If the box unit is Colli, enter the colli EAN.
EAN, Unit of Measure Enter the EAN number related to the Unit of Measure. If the Unit of Measure is pcs, it will be the pieces EAN number.
EAN, parcel If Parcel size is enabled in Misc., insert the EAN related to the parcel.
Category* Can be: Raw material/Finished good.

If the SKU is both a raw material and a finished good, it should be categorized as raw material.
Measures and units Read more about how to setup the measuring units here.
Box unit / Allow decimals down to* Must be: colli, g, ml etc.

In this column you can specify a box unit, e.g. colli, BigBag, pallet etc.

or

You can choose to indicate which decimal is needed. For technical purposes there must be entered eather g or kg, if the UoM is entered as kg.
Unit of Measure* Can be: Colli/pcs/kg/l/m2 etc.

The Unit of Measure is the unit that you use to measure this SKU across lots. Usual Units of Measure are kg, l or pcs.
UoMs per Box Unit* Must be an integer.

Enter the number of UoM’s per box unit.

E.g. if the UoM is set to pcs, enter the number of pcs per colli. If the UoM is kg, enter how many kg per colli, etc.
Net weight per unit of measure* Must be a number.

Indicate the relationship between your Unit of Measure and 1 kg.

If your Unit of Measure i kg, enter 1.

If your Unit of Measure is pcs, and one piece weighs 97 g, enter 0,097.
Gross Weight per unit of measure* Must be a number.

Same as above but for Gross Weight, i.e. the weight of one Unit of Measure incl. packaging.
Parcel Settings  
Enable parcel quantity on inbound orders (purchase, production) Can be: Yes/No.

It is relevant to enable parcel quantity if there is a default parcel quantity on purchaces, but a need to dispose a variable quantity.

E.g. If you purchase orange juice in a container of 5 l, and the goods are consumed in a various quantity in a production.
Force parcel size on inbound orders (purchase, production) Can be: Yes/No.

It is relevant to force parcel size on inbound orders, if e.g. a default parcel size of purchase is specified by the supplier.
Enable parcel quantity on outbound orders (sales, production, movements) Can be: Yes/No.

It is relevant to enable parcel quantity on outbound orders, if you want to be able to invoice by parcel size instead of UoM, or both.
Lock parcel size on outbound order based on inbound order Can be: Yes/No.

It is relevant to lock parcel size based on an inbound order, e.g. if you recieve goods that are to be sold in the same parcel size as recieved, regardless the quantity.
Average parcel size (Unit of Measure) The Average parcel size depends on the Unit of Measure.

If the UoM is set to kg, and decimals in grams are enabled, it is possible to enter decimals.

If the UoM is set to kg, and decimals are prohibited, or if the UoM is set to pcs, there must be entered an integer.
Lead time Must be an integer.

Indicate how many days it will take to get this SKU on stock. All days count, also weekends and holidays.
Reorder Point Must be an integer.

What is the minimum you should have on stock of this SKU?

If the relationship between Unit of Measure and Lot Unit is locked, the Reorder point will be calculated in Lot Units (e.g. colli). Otherwise, it will be calculated in the Unit of Measure (e.g. pcs.).
Safety Stock A minimum safety stock can be entered if tracezilla e.g. integrates with a webshop, where it is necessary to specify a minimum stock limit for a webshop order can be processed.
Days until best before Must be an integer.

If you fill in this field, the Best Before date will automatically be calculated for each lot based on production date.
Days until use by Must be an integer.

If you fill in this field, the Use By date will automatically be calculated for each lot based on production date.
Default Origin Country Can be countries or two letter ISO country codes. E.g. Denmark, Germany or DK, DE, GB, IN, etc.

In this field you can add a country of origin. If there is doubt about the name of the country or how to spell it, it is possible to check this in a dropdown-menu in the application, e.g. on a partner or SKU.

It is possible to overwrite Default Origin Country for the individual lot.
Only show sums on invoices Can be: Yes/No.

If you only want the summarized quantity for a SKU to appear on the invoice, and not the traceability of the lots, enter Yes.
Allow: Sales Can be: Yes/No.

If the SKU is allowed to be used in a sales order, enter Yes.
Allow: Purchase Can be: Yes/No.

If the SKU is allowed to be used in a purchase order, enter Yes.
Allow: Consumption in production Can be: Yes/No.

If the SKU is allowed to be to used in a production order, enter Yes.
Allow: Production Can be: Yes/No.

If the SKU is allowed to be produced, enter Yes.
Active Can be: Yes/No.

The SKU will be active as a default, unless you enter No in this column.
Attributes You can read more about attributes in this tutorial: Lot attributes
Catch Method, Enable Can be: Yes/No.
Catch Method, Default value Can be: Text and numbers.

If Catch Method is enabled, you can enter e.g. Trawl
Customs status, Enable Can be: Yes/No.

Customs status is relevant if you trade with third countries.

If Customs status is relevant, enter Yes.
Customs status, Default Value Can be: Text and numbers.

When Customs status is enabled, you can enter a default value for the customs status.

Customs status can be changed on the individual lot.
EU Tariff Code, Enable Can be: Yes/No.
If EU tariff code is relevant, enter Yes.
EU Tariff Code, Default Value Can be: Text and numbers.

When EU tariff code is enabled, you can enter a default value for the EU tariff code. EU tariff code can be changed on the individual lot.
EWC code, Enable Can be: Yes/No.
EWC code, Default value If EWC code is enabled, you can enter a code as listed in the European Waste Catalogue. The code must be entered in digits according to format: 0X-XX-XX
FAO Catch Zone, Enable Can be: Yes/No.
FAO Catch Zone, Default value Can be Text and numbers.

If FAO Catch Zone is enabled, a catch zone can be entered. E.g. FAO 27
Origin, Enable Can be: Yes/No.
Origin, Default value Can be: Text and numbers.

If Origin is enabled, you can specify origin more accurately than country.

If you wish to specify origin even more accurate, you can enable FAO Catch Zone, Farmer/Grower or Breeder.
Farmer/Grower, Enable Can be: Yes/No.
Farmer/Grower, Default value Can be: Text and numbers.

If Farmer/Grower is enable, you can enter e.g. the name, address or phone number for the primary producer.
Breeder, Enable Can be: Yes/No.
Breeder, Default value Can be: Text and numbers.

If Breeder is enabled, you can enter e.g. the name, address or phone number for the breeder.
Packaging, Enable Can be: Yes/No.

This attribute is relevant if packaging may vary from lot to lot.

If Packaging is relevant, enter Yes.
Packaging, Default Value Can be: Text and numbers.

When Packaging is enabled, you can enter a default value for the packaging (e.g. 20 kg bags or big bags etc.).

Packaging can be changed on the individual lot.
Quality, Enable Can be: Yes/No.

This attribute is relevant if the quality may vary from lot to lot.

If Quality is relevant, enter Yes.
Quality, Default Value Can be: Text and numbers.

When Quality is enabled, you can enter a default value for the quality (e.g. Quality 2, 1st sorting etc.).

Quality can be changed on the individual lot.
Size, Enable Can be: Yes/No.

This attribute is relevant if the size may vary from lot to lot.

If Size is relevant, enter Yes.
Size, Default value Can be: Text and numbers.

If you have enabled Size, you can indicate the size of the lot e.g. 5x7 inches.
Specification, Enable This attribute is relevant if it may be necessary to add further specifications to the individual lot.

If Specification is relevant, enter Yes.
Specification, Default value Can be: Text and numbers.

When Specification is enabled, you can enter a default value/specification.

Specification can be changed on the individual lot.
Storage Bin, Enable Can be: Yes/No.

This attribute is relevant if the lots are not always located in the same place (storage bin) in your warehouse. It makes it possible to make some simple warehouse management and makes it easy to make a picking list. If Storage bin is relevant, enter Yes.
Storage Bin, Default value Can be: Text and numbers.

When Storage bin is enabled, you can enter a default storage bin location. A storage bin location can be assigned to SKUs with and without traceability.

Storage bin can be changed on the individual lot.
Translations, xx Can be: Text and numbers.

Here you can make translations of the SKU name to the relevant language. You can enable more languages in your company settings.

For every added language a new column will appear in the import template. The column will refer to the two letter ISO Country Codes. E.g. GB (Great Britain), DK (Denmark), etc.
Quantity declarations This function must be enabled in your company settings. Read more here.
Defined quantity declaration You define the needed quantity declarations. These are relevant when calculating excise duties. You can read more about the Excise duties report here.

 

Partner relations

Column header Explanation
SKU, ID Do not change the information or fill in this field.
SKU code Copy and paste the SKU code and name that belong to the SKU for which you want to enter the information.
Name Copy and paste the SKU code and name that belong to the SKU for which you want to enter the information.
Partner Rel., Partner Name Must be a Partner that already exists in tracezilla.

Enter the name of the Partner. It is a good idea to copy the name of the partner from tracezilla, since it is important the two names are identical.

It is possible to add up to 3 partners.
Partner Rel., Supplier? Can be: Yes/No.
Partner Rel., Producer? Can be: Yes/No.
Partner Rel., Customer? Can be: Yes/No.
Partner Rel., Minimum order QTY If there is a minimum order quatity for this specific partner, you can enter it in this field.

E.g. If a supplier requires a minimum order quantity of 200 kg.
Partner Rel., SKU Code Name Can be: Text and numbers.

If the partner requires their own SKU code name to appear on documents, it can be entered in this field.
Partner Rel., SKU Code Can be: Text and numbers.

If the partner requires their own SKU code to appear on documents, it can be entered in this field.

If the UoM is set to pcs, and the Box Unit to colli, you can enter the colli SKU Code.
Partner Rel., SKU Code (Unit of Measure) Can be: Numbers.

If the UoM is set to pcs, and the Box Unit to colli, you can enter the pcs SKU Code.

You can add more partner relations to a SKU by Copy and paste the SKU code and name in the next row. Read about partner relations.

 

Cert bodies

Column header Explanation
SKU, ID Do not change the information or fill in this field.
SKU Code Copy and paste the SKU code of the certifed SKU.
SKU, Global Name Copy and paste the global name of the certified SKU.
Certification body Must be an existing Partner in tracezilla before uploading the import template.

Example: ECOCERT
Certification scheme Enter the certification scheme.

Example: Organic, Fairtrade, MSC etc.
Remove Can be: Yes/No

 

Tags

Column header Explanation
SKU, ID Do not change the information or fill in this field.
SKU code Copy and paste the SKU code and name that belong to the SKU for which you want to enter the information.
Name Copy and paste the SKU code and name that belong to the SKU for which you want to enter the information.
Tag Can be: Text and numbers.

You can add a tag to your SKU. If the tag does not already exist, it will be created automatically Read about tags.

You can add more tags to a SKU by Copy and paste the SKU code and name in the next row.
Created Leave this field empty. A date is added automatically.
Remove When creating the SKU tag, enter No.

If you wish to remove tags, enter Yes.

 

Descriptions

Column header Explanation
SKU, ID Do not change the information or fill in this field.
SKU Code Copy and paste the SKU code of the SKU for which you want to enter the information.
SKU, Global name Copy and paste the global name of the SKU for which you want to enter the information.
Enable descriptions If you wish to enable the Descriptions section, enter Yes.

If you wish to disable the Descriptions section, enter No.
Product description Enter a product description of choice.
Ingredients Enter a text including all ingredients.
Allergens Enter all allergens.
Storage Enter a text about how the product should be stored.
Shelf life Enter a text about the shelf life of the product.
Expiry date placement Enter a short text about where the expiration date is located on the product.
Manufacturing date placement Enter a short text about where the manufactoring date is located on the product.

 

Dimensions

In the tab Dimensions it is possible to store information about box dimentions and unit dimensions.

Column header Explanation  
SKU, ID Do not change the information or fill in this field.  
SKU code Copy and paste the SKU code and name that belong to the SKU for which you want to enter the information.  
Name Copy and paste the SKU code and name that belong to the SKU for which you want to enter the information.  
Enable box dimensions Can be: Yes/No.

In order to fill in the following fields, you must enter Yes.
 
Box dimensions (parcel, colli), Height Can be: Numbers with up to two decimals.

The Box Unit can be e.g. colli. In this field you can enter the height of the Box Unit.
 
Box dimensions (parcel, colli), Width Can be: Numbers with up to two decimals.

The Box Unit can be e.g. colli. In this field you can enter the width of the Box Unit.
 
Box dimensions (parcel, colli), Depth Can be: Numbers with up to two decimals.

The Box Unit can be e.g. colli. In this field you can enter the depth of the Box Unit.
 
Enable unit dimensions Can be Yes/No.

In order to fill in the following fields, you must enter Yes.
 
Unit-dimensions (pcs), Height Can be: Numbers with up to two decimals.

The Unit is the SKU UoM, e.g. pcs, kg, etc. In this field you can enter the height of the Unit.
 
Unit-dimensions (pcs), Width Can be: Numbers with up to two decimals.

The Unit is the SKU UoM, e.g. pcs, kg, etc. In this field you can enter the width of the Unit.
 
Unit-dimensions (pcs), Depth Can be: Numbers with up to two decimals.

The Unit is the SKU UoM, e.g. pcs, kg, etc. In this field you can enter the depth of the Unit.
 

 

Nutrition

Column header Explanation
SKU, ID Do not change the information or fill in this field.
SKU Code Copy and paste the SKU code of the SKU for which you want to enter the information.
SKU, Global name Copy and paste the global name of the SKU for which you want to enter the information.
Turn on Nutrition Declaration If you wish to enable the nutrition declaration, enter Yes.

If you wish to disable the nutrition declaration, enter No.
Per Can be: 100g or 100ml.
Serving Size In this field you can enter a serving size of the finished product. The nutrition info will automatically be calculated.
Energy, kcal Enter kcal / 100g (or 100ml) of finished product.
Fats Enter the fat content of the finished product. The data must be entered in g / 100g (or ml / 100ml).
Hereof saturates Enter the saturates content of the finished product. The data must be entered in g / 100g (or ml / 100ml).
Hereof mono-unsaturates Enter the mono-unsaturates content of the finished product. The data must be entered in g / 100g (or ml / 100ml).
Hereof poly-unsaturates Enter the poly-unsaturates content of the finished product. The data must be entered in g / 100g (or ml / 100ml).
Carbohydrate Enter the carbohydrate content of the finished product. The data must be entered in g / 100g (or ml / 100ml).
Hereof sugars Enter the sugar content of the finished product. The data must be entered in g / 100g (or ml / 100ml).
Hereof polyols Enter the polyol content of the finished product. The data must be entered in g / 100g (or ml / 100ml).
Hereof starch Enter the starch content of the finished product. The data must be entered in g / 100g (or ml / 100ml).
Fibre Enter the fibre content of the finished product. The data must be entered in g / 100g (or ml / 100ml).
Protein Enter the protein content of the finished product. The data must be entered in g / 100g (or ml / 100ml).
Salt Enter the salt content of the finished product. The data must be entered in g / 100g (or ml / 100ml).

 

Retail prices

ou can read more about Retail prices in this tutorial.

Column header Explanation
SKU, ID Do not change the information or fill in this field.
SKU Code Copy and paste the SKU code of the SKU for which you want to enter the information.
SKU, Global name Copy and paste the global name of the SKU for which you want to enter the information.
Currency Enter the currency of the retail price (EUR, USD, GBP, etc.).
Retail price Enter the retail price of the sales unit.

 

Contact tracezilla Support, if you need help or guidance. You can see our opening hours at www.tracezilla.com.

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