Import and Export Products in Tagrain

Introduction

Adding a single Product record in Tagrain is quick and simple. What if you want to add multiple products? Tagrain makes that easy too by allowing you to import Product information using an excel spreadsheet. You can create multiple product records in the excel sheet and then using the Import feature import the product data. Tagrain supports importing the following product types:

Standard products
Serial managed
Batch controlled
Composite products
Variant products
Modifiers, Menu Items and Combos

Creation of these types of products is explained in the different sections below.

Before you get started, you will need the below-mentioned data ready:

Names of your products, and their variants, like colors, sizes, flavours, etc.
Standard Cost or markup% or Retail prices of your products and whether these prices are inclusive of taxes or not.
Any UPC (barcode) numbers for the products. This is however optional
The exact names of the taxes you have set up.
The names of all the stores you have set up and the stock levels that you want to manage in these stores.

Common Steps to import products in Tagrain

Click the “Export” symbol on the Product Master Screen. The application will ask you if you want to include the Stock Information when performing the export. Depending upon your selection, the entire Product Master Data, with or without Stock Information, will be downloaded into an Excel sheet. You can then use this sheet to

(i) Edit the existing product records and/or

(ii) Add new ones.

The template has tooltips to assist you in filling up the sheet.

The table below shows the Product.xls file headers that are available to manage the Product data. The mandatory fields are highlighted for easy reference.

Product Code (Mandatory)

This field is used to specify the Product Code for the Product.

Parent Product Code (Mandatory for variant child product)

This field is used to specify the Product Code for the Parent Product of the Variant Type of products.

Composite Product Code (Mandatory)

This field is used to specify the code for the Composite Product.

Composite Quantity (Mandatory)

This field is used to specify the Quantity of the Composite Product. This field is mandatory for constituents of the composite product.

Description (Mandatory)

This field is used to describe the product and give it a name.

Product Group (Mandatory)

This field is used to specify the Group to which the Product belongs.

UPC

This field is used to specify the Universal Product Code (barcode).

Product Type

This field is used to specify the Product Type. The available values are: 0 - For Standard, 1 - For Serial, 2 - For Batch, 4 - For Composite, 5 - For Variant and 7 - For Gift Card.

Tax Code

This field is used to specify the Tax Code applicable on the Product. Tax codes are defined in Setup>Tax Setting. Use the Tax Code that is applicable to the product being defined.

Brand

This field is used to specify the Product Brand.

Base Price

This field is used to specify the Base Price applicable on the Product.

Long Description

This field is used to specify the Long Description for the Product.

Is Non-Stock

This field is used to specify if the Product is a ‘stock able product’ or not. For example, service items like Alternation, Fitting, etc. are non-Stock items. The available options are: True and False.

Allow Fractional Quantity

This field is used to specify if the Product can be sold in fractions for example, weighed items would be sold in fractional quantity. The available options are: True and False.

Is Open Price

This field is used to specify if the Product’s price is editable on the POS screen. The available options are: True and False.

Is Inclusively Taxed

This field is used to specify if the Product’s Price is inclusive of Tax. The available values are: True and False.

Is Refundable

This field is used to specify if the Product qualifies for a Refund. The available options are: True and False.

Is Purchasable

This field is used to specify if the Product can be purchased. For example, service items like Alternation, Fitting, etc. which are non-Stock items are not purchased by the retailer.

Attribute 1

This field is used to specify the attributes of a Variant Product. For example, Color, Size, Fit, etc. are attributes. Use this field to specify the first attribute of the product.

Please note that at least one (1) attribute is mandatory if you are creating a variant ‘parent’ product.

Attribute Value 1 (Mandatory)

This field is used to specify the values of the first attribute of a Variant Product. For example, the Color attribute can have values like: Red, Blue, Green, etc. Please note that the attribute values are to be specified as comma separated values in the Attribute value columns.

Please note that at least one (1) attribute value (for the attribute defined above) is mandatory if you are creating a variant ‘parent’ product.

Attribute 2

Use this field to specify the second attribute of the product.

Attribute Value 2

This field is used to specify the values of the second attribute of the Variant Product. For example, the size attribute can have values like: S, M, L, XL, etc. Please note that the attribute values are to be specified as comma separated values in the Attribute value columns.

Attribute 3

Use this field to specify the third attribute of the product.

Attribute Value 3

This field is used to specify the values of the third attribute of the Variant Product. For example, the Fit attribute can have values like: Slim, Regular, Boxed etc.

Attribute 4

Use this field to specify the fourth attribute of the product.

Attribute Value 4

This field is used to specify the values of the fourth attribute of the Variant Product.

Attribute 5

Use this field to specify the fifth attribute of the product.

Attribute Value 5

This field is used to specify the values of the fifth attribute of the Variant Product.

Once the upload template is properly filled, click the import button on the Product Master Screen. Navigate to the location where your Product.xls file is saved. Select the file and click OK. The application will indicate when the data upload starts in the notification center. Once the data is uploaded, the application will again notify for the successful data import.

In case the import is not successful, the notification center will mention that there has been an error in the upload. Click on the notification to download the uploaded file. The downloaded file will clearly specify the error(s) at the end of every row in the excel sheet.

Common Steps to Export Product in Tagrain

The steps to export Products using the excel template are listed below:

Click on the “Export” symbol on the Product Master Screen. It will give you the option to include Stock Information as part of the download.

This will download the entire Product Master Data into an Excel sheet. This downloaded data can be utilized for further analysis.

AVAILABLE IN TAGRAIN ONLY UPON PLUGIN ACTIVATION

Serial - These types of products are serial controlled. For example, all electronic items are serial controlled. A Serial Number is required when receiving items into stock or when selling a product. - Each Serial Number must be unique for a product. The "Serial Products" feature is made available in Tagrain upon activation of the "Serial and Batch Product Management" plugin.

Batch - These types of products are batch controlled. For example, all pharmaceutical and food/beverage products are batch tracked. On receipt of these goods batch information needs to be entered and can include manufacture/expiry dates, price etc. - Unlike Serial Numbers, more than 1 of each product can have the same batch number. The "Batch Products" feature is made available in Tagrain upon activation of the "Serial and Batch Product Management" plugin.

Composite - Composite products allow you to package different products together and create a pack or product bundle. Composite products are also useful for creating packs made up of the same product, such as a Box of 12 chocolates. When you select the Product Type as “Composite”, an additional section ‘Item Details’ appears at the bottom of the product screen. The "Composite Products" feature is made available in Tagrain upon activation of the "Variant and Composite Product Management" plugin.

Variant - Variant products are products that are characterised by different attributes like colour, size, style, flavour, etc. When selecting Variant Product type an additional section Product Variants appears at the bottom of the product screen. The "Variant Products" feature is made available in Tagrain upon activation of the "Variant and Composite Product Management" plugin.

Modifiers, Menu Items and Combos - These are products specifically for Cafes and Restaurant types of business. These products can be created by activating “Hospitality and Dine Dining” plugin

Gift Card - A Gift Card type product is used for your own brand Gift Cards or Store Credits. The "Gift Card" feature is made available in Tagrain upon activation of the "Gift Cards and Credit Memo" plugin.

Import and Export Products in Tagrain

Import and Export Products in Tagrain

Introduction

Common Steps to import products in Tagrain

Common Steps to Export Product in Tagrain

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