Import Products

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SoftBooking allows products to be imported into the system; this facility is often used when you first set up your system to save time typing all your products, product import lists may be available from your suppliers, stating each products description, barcode number and sales price.

In order to be able to import data onto SoftBooking, there are some prerequisites:

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First the data must be imported in a particular order;

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Second the data must be imported in a particular format;

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Third there must be a supplier on the system to link the products to.

Order of data

When importing data you need a data source, this is essentially where the data is coming from: the following data must be stored to import products; it is also essential the data is in this order and has a title line:

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Product Description – this is what the product is called

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Product Group – this is the product group

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Sales Price – how much the product is sold for

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Sales Units – how many units you receive in a single pack

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Cost Price – the cost to the salon

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Supplier Code – an individual code issued by supplier, this must be unique to each product

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Barcode – the barcode for the selected product

Format

Once you have created your data source you should save it in the format known as Text (Tab Delimited) (*.txt)

How to complete an import now you have a data source

Once you have a data source importing a product list should be completed in the following way:

From the toolbar select option and then press the importing data button; you will now open a screen split into three tabs, stay on the first tab titled General:

Now click on the button titled Open Product Import, this will open the product import screen;

In the first box press the arrow and select the supplier you wish the products to be allocated to;

In the second box press the button marked '…', a box will appear titled 'Save as', Find your data source and press the save button;

The pop up screen should disappear; now press the button just below titled 'Import File', a series of file should now appear on the right in the main screen;

Now read the disclaimer and enter the code displayed in the box at the bottom box.

To proceed with the import press the button on the right hand side titled 'Import'.

You will be asked if you are sure you want to proceed, Press Yes if you have fully checked the data is to be correct.

Your product import will now be complete, to refresh the grid simply close and reopen SoftBooking.