Our web console provides a tool to upload your packs in bulk. Before you use this tool, it is best to upload a single pack so that you understand what is being done behind the scenes. Here are the instructions for how to add a single pack.
To access the bulk upload tool:
- Log in to the Onsight web console at https://sales.onsightapp.com.
- Click on ‘Import & export data’ from the left-hand side menu.
- Click on the ‘Packs’ menu item.
- Click on ‘Packs’
- This will open up the 4-step pack import & export tool.
Step 1: Export the pack data
If you have already got some pack information in Onsight, then this step will download all that information for you so that you can make and upload changes. If you have no existing data you will need to download the datasheet anyway so that you will know how to structure your pack datasheet for uploading into Onsight. So click the “Download” button and save the spreadsheet somewhere you will find it easily. Once done, click on ‘Continue’.
Step 2: Change the pack data
Open the spreadsheet file. Each row in the spreadsheet represents one of your packs. Each column contains some important information about your pack. Let’s go through all the columns.
Onsight ID
Onsight ID is the unique number we give to each one of your packs in the Onsight Database. Why is it in this sheet? Well, it helps us to know which packs you want to update when you want to change your data. For example if you want to change the name, description, pack code and other information relating to a specific pack, we would not be able to know WHICH pack’s information to change without the Onsight ID.
If you’re uploading new packs, leave this column blank. If you’re updating existing ones, then keep the same Onsight ID that was downloaded in the sheet to start with.
Pack Code, Barcode & SKU
Everyone uses different combinations of codes to track their packs. You can use all three or none, it is up to you.
Pack Name
Fill in the pack name here.
Image URL
Onsight is a visual selling tool so we need images for each of your packs. We recommend that you first complete the rest of this document to upload all your pack information without images and then afterwards you can upload your images. There are two ways to upload images in bulk. Please see this guide for detailed instructions on how to bulk upload your images.
Cost Price
Onsight has a report in the Reports module that displays your gross profits / margins for each pack sold. To calculate this we need the cost price of each pack. Use this field to add the cost of sales for the pack.
Price
Enter your pack’s price here excluding any taxes. To create or manage taxes that must get applied to your packs, please go to Setup > Configuration and click on the “Tax Types” tab.
Description
Be as wordy as you like – this is your chance to get detailed pack information distributed to all your sales reps.
Is Active
Set this field to “Yes” or “No”. Inactive items are withdrawn from the catalogue so they no longer get displayed.
Is Featured
Set this field to “Yes” or “No”. Featured items are given a more prominent display in your catalogue.
External ID
If you are using CSV files to copy data between Onsight and your internal system, you can use this field to store your internal system’s pack ID. That way there can be a link between the pack in Onsight and the pack in your internal system. If you are not using CSV files to copy data between systems, you can leave this field blank.
Applied Taxes
If your packs are taxable, then this is where you specify which taxes must be applied to the pack. Of course, you need to have set up the taxes first. Then you can fill in the tax name into this field. To set up your taxes, follow this article.
Is Taxable
If your pack is taxable, indicate this with ‘Yes’ or, if your customer is not taxable, indicate this with ‘No’ in this field.
Stock Availability
This is where you can specify the number of items in stock. This gets displayed in the pack catalogue for the sales reps to see. See this guide on how to show accurate stock levels in the Onsight app.
Quantity Increment
If you have packs with a specific pack size (the number of items that are sold in a case) then you can configure this pack to be added to the order or quote in increments of the pack size. Fill in your pack size into this field. For example, if your pack size is 6, fill in 6 to be able to add items to the cart in increments of 6.
Minimum Quantity
Each pack can have a minimum quantity per order or quote.
Maximum Quantity
Each pack can have a maximum order quantity per order or quote.
Pack Categories
Each pack needs to live inside a category or sub-category. Enter the names of your categories in these columns to create your category structure and allocate each pack to its proper place. Some rules to be aware of:
- Categories cannot contain both subcategories and packs. Therefore, if a category already has packs in it, you can’t create a new subcategory, and if it already has subcategories you won’t be able to add packs to it.
Custom Fields
The custom field columns will only appear if you have defined custom fields for your packs and if you have created some values for those custom fields. The columns will be named: ‘Custom Field Name’ and ‘Custom Field Value’ , etc. . Custom fields allow you to store additional information for each of your packs. This will then be displayed in the catalogue on the mobile app. It can also be displayed on your orders and quotes. Custom fields can be added by inserting additional columns after the categories columns.
When entering non-text values such as dates, monetary amounts and numbers, the cells needs to be formatted as ‘Text’ before you type something into it so that whatever you type into the cells remain as you have typed it. If you do not do this, Excel will convert what you have typed into a date, monetary amount or number, and you will lose the formatting that you originally had.
Step 3: Upload the new pack data
Save your file. Click on the ‘+’ button and select your saved data sheet on your computer. Once done, click on ‘Continue’.
Step 4: Import the new pack data
Click the ‘Import’ button to start the import process. Your data sheet will be analysed and validated. Once the import job progress is at 100%, click on either:
‘For review – view and approve this job’. If your data sheet passes validation, you will see a list of updates that will be applied once you approve the import job. If everything is correct, click ‘Approve Job’ and your data will be imported into the database.
or
‘Failed – view the job’. If the data sheet fails validation, a list of errors will appear, which you must correct before uploading it again. Click on ‘Cancel Job’ and correct the data in your upload data sheet and then start at Step 3 again.
Check on your import jobs
If you navigate away from the import process whilst it is running, you can come back later to check on the progress. To see the status of all your import jobs, go to ‘Import & export data’ > ‘Import jobs’ and you will see them all listed. Click on the file name to see the detailed progress.
Still have questions?
If you are still uncertain of how to proceed or if you encounter any problems email us at [email protected] and we will help you through the process step-by-step.