Manage supplier product definitions

Learn how to manage your product definitions within SKUtrak

To use this feature, you must be the Organisation Owner or have the "Product Master Manager" role

💡 Starting from scratch? Use our Getting Started guide.

If you're loading your product definitions into SKUtrak for the first time, we recommend following our "Getting Started with Product Data Management" guide first and referring back to the guides below when required.

 

Select the guide you're looking for from the list below:


How to prepare your product definitions for upload

Before uploading your products, you need to create a CSV file in the correct format. The file should include the following columns:

  • Unique Code: a unique identifier for the product. We highly recommend that you use an internal code for this which is already used within your business.
  • Description: a short description of the product.
  • Category, SubCategory and Brand: your internal product classifications for use in SKUtrak. If you have a different internal hierarchy with additional tiers, you must select three to act as your Category, Subcategory and Brand within SKUtrak. Other fields can be added as additional attributes. We recommend that you keep your hierarchies distinct, i.e. products in the same Subcategory should not have a different Category, but SKUtrak does not enforce this.
  • Additional attributes: any other information you would like to store against your products for analysis or consumption by other teams or systems. Examples include product flavour, pack size, weight or case size. Additional attributes are not shown on SKUtrak dashboards but are available through DataShare.

These definitions will often exist already in a master spreadsheet or another business system. If not, you may need to spend some time thinking about your products, how you would like to classify them and any attributes you would like to store against them. 

Once you have your definitions in a spreadsheet, you need to convert them into a format that's ready for upload onto SKUtrak. To do this:

  1. Ensure your definitions are all recorded in a spreadsheet with columns for your unique code, description, category, Subcategory, brand, and other attributes.
  2. Ensure each row contains one product definition and products aren't duplicated. If a unique code appears more than once, your file will cause an error on upload.
  3. Save your spreadsheet as a CSV file. To do this on Excel, go to File>Save As and then select "CSV (comma delimited)" in the "Save as type" box.

How to upload product definitions

💡 Make sure you have prepared your file before starting this guide.

To upload your product definitions:
  1. Head to Product Master > Products
  2. Click "UPLOAD PRODUCTS"
  3. Select the file you have prepared for upload and click "Confirm"
  4. Map the column headers in your file to the correct attributes. Click the "X" on any non-required attributes you don't want to include.
  5. Click "Upload" to load the definitions.
  6. 🎉 Done! You should see your definitions on the "Products" page.

How to create a product definition

As well as uploading product definitions in bulk, you can also create them manually. To do so:

  1. Head to Product Master > Products
  2. Click "CREATE PRODUCT"
  3. Enter the details for the product you would like to create. Make sure you enter values for all of your required attributes, marked with a star (*).
  4. Click "Save".
  5. 🎉 That's it! Your definition has been created and will show in the "Products" table.