While Slope allows you to enter in SKUs and stocks one-by-one, it can become a real chore if you have a lot of data you want to load. Thankfully, we offer a method to quickly import SKUs and stock items into a depot using a file upload. This article describes how to use this import feature through a couple uses cases you might encounter.
Navigating to the import form
From the Supplier dashboard, navigate to an active depot. Click the actions button next to the depot you want to load stocks into to reveal a dropdown menu. Within this menu, select the Upload stock data link. This will take you to the import form that looks like this:
The best way to get started is to begin with our handy import template. In the screenshot above, you can see how Slope gives you a link to download it in the app. Here's a quick link for you to download right now.
The only file format we accept is modern Excel, xlsx format. If you don't have Excel, most spreadsheet applications (like Google Sheets) will allow you to import/export data in xlsx format.
Setting up your import file
Now that you've downloaded the template, let's make sure you have your file setup correctly. The template comes with some sample data filled in to give you an example of how to set it up. Here's what it looks like:
Please only use these columns for filling in data. If you add any other column, it will make our computers very sad and frustrated. Here's some more information about each column in the file:
- SKU Name - What's the name of the SKU you are trying to import? This should match the name of an existing SKU if you want to import stock for that SKU. If you are creating a new SKU from this import, don't worry about it matching anything in the app, just enter the name.
- SKU Number - What is the SKU Number of the SKU you are trying to import? This has to exactly match the number of an existing SKU if you want to import stock for that SKU. If you are creating a new SKU from this import, enter a unique SKU number you have not already used, and that SKU will be saved with the name and number you provide. If you do not provide a SKU Number, the import will fail.
- Lot # - Enter the lot number for imported stocks. This value is optional.
- Serial # - Enter the serial number for imported stocks. This value is optional.
- Expiration Date - Provide a date for when the imported stocks will expire. This value is optional.
- On-Hand Quantity - Enter a number for how many stocks you want to create for the given SKU. If not provided, a value of 1 will be assumed. Enter a value of 0 if you want to create no stocks for the given SKU.
- Notes - Provide some text that will be copied to each stock generated for the given SKU. This value is optional.
Import use cases
Let's say your Slope Supplier catalog already has three SKUs setup (SKU numbers are shown in parenthesis):
- SKU A (001)
- SKU B (002)
- SKU C (003)
Using the above as our existing SKU catalog, the following examples will cover some example scenarios for how you can use our SKU and stock import feature.
Importing stock for existing SKUs
Because we have already set up our SKUs, all we have to do is fill out the template like so to import stocks to the selected depot. Here's what our file import file might look like:
If we were to upload the file above, here's what would happen:
- 1 stock would be created for SKU A with the following attributes - lot: XXX serial: A001-1, expiration: 24 May 2020, notes: "Some notes"
- Another stock would be created for SKU A with the following attributes - lot: YYY, serial: A001-2, expiration: 24 May 2020, notes: "Other notes"
- 100 stocks would be created for SKU B with each of the 100 stocks assigned the following attributes - lot: ZZZ, serial: B002-1, expiration: 23 August 2019)
- 1 stock would be created for SKU C with no attributes.
In the example above, rows 1 and 2 (SKU A) of the example import file demonstrate how you can assign different lot numbers, serial numbers, expiration dates, and notes for different quantities of the same SKU within the same import. This is especially convenient when you have a multitude of stocks with unique serials or lot numbers - simply enter 1 stock per row, and make sure that the SKU number and name are the same.
Row 3 (SKU B) demonstrates how to import multiple items at once. This single row generates 100 stocks at once, all with the same given attributes. Use this technique to quickly load multiple items without having to enter one per line. The obvious caveat of this approach is that you cannot provide unique attribute data (use the single row import approach mentioned above to do so).
The last row (SKU C) will import 1 stock item for SKU C with no lot, serial, expiration, or notes assigned. Because the on-hand quantity was left blank, Slope assumes this to row represents a single item and will create 1 stock in the given depot.
Importing SKUs that don't yet exist
Remember that we've already set up three SKUS in our fictional Supplier catalog. Let's say that we get a new contract and need to upload a large amount of new SKUs into Slope. We could do it by hand, but we're busy and already have the data in a tabular format. With all that in mind, here's what a different file import might look like:
If we were to upload the file above, here's what would happen:
- SKU D would be created with the SKU number 004
- SKU E would be created with the SKU number 005
- SKU F would be created with the SKU number 006
- SKU G would be created with the SKU number 007
- SKU H would be created with the SKU number 008
- SKU I would be created with the SKU number 009. 1 stock would be generated with no attributes.
- SKU J would be created with the number 010. 25 stocks would be generated for this SKU with the following attributes - lot: JJJ, serial: J010-1, expiration: 24 May 2020, notes: "More notes"
In the example above, rows 1-5 (SKUs D,E,F,G,H) are created because the SKU numbers provided (004-008) do not exist. Because the given on-hand quantity is 0, no stocks are created for these SKUs. Use this technique when you need to quickly load a lot of SKUs into Slope. In this case, because we are not creating stocks, the depot you upload the import into does not matter.
Row 6 (SKU I) is a special case - because the on-hand quantity was left blank (and not zero), a stock is created with empty attributes. If we had entered 0 here, no stock would have been created.
The final row (SKU J) shows a new SKU can be created while multiple stocks are added all at once.
Uploading your file
Once your import file is ready, simply select it in the import file form and click the Create stock import button. Slope will then upload your file and begin processing it in the background.
Depending on the backlog and the size of your file, it could take anywhere from minutes to an hour for the import to complete. You will receive an email when the import completes, or if Slope encounters a problem with your file and fails. The import is not complete until you receive an email. While the import process completes, you will start to see SKUs and stocks populate.