Adding Products via Inventory Spreadsheet

Modified on Tue, 14 Jan at 2:54 PM

Effectively managing your inventory is essential for smooth business operations. MyTime simplifies this process by allowing you to add new products seamlessly through a spreadsheet. In this article, we'll take you through the step-by-step process.

Things to know:

When importing products into MyTime, the matching process is based on specific columns labeled as "matcher." For a successful match and recording of data, products are matched using a combination of three columns: Name, Category, and SKU Name.
- Ensure that these fields are entered in the correct order for each product in your spreadsheet.
- Changing any of these matching fields for an existing product will result in the creation of a new product rather than updating the existing one.
Managing Existing SKUs during Import in MyTime - The radio buttons at the bottom of the page allow you to specify how existing SKUs are handled:
- Update Existing Inventory: If selected, existing SKUs that are not on the import sheet will not be deleted. Only new products or updated information will be added, leaving existing SKUs untouched.
- Overwrite and replace inventory: If selected, the process becomes more comprehensive. Before selecting this option, carefully review and verify the details you intend to overwrite, as the changes will be propagated to all instances of the product across all locations associated with the account.
  - Only existing SKUs associated with products having multiple SKUs will be updated or removed.
  - Existing SKUs not present on the import sheet will be removed from the inventory.
  - For each product name on the import sheet, it is crucial to include the quantity of each SKU Name/SKU Number associated with that product.
  - SKUs without a specified quantity for the respective product will be deleted from the inventory.
  - Edits made to product details, including brand, SKU #, barcode, description, etc., are reflected across all locations in your inventory.

To access the inventory spreadsheet:

Navigate to POS > Inventory
Select the Import link at the bottom right of the page
The screen below will appear, select Download spreadsheet
The first tab of the excel document (labeled INSTRUCTIONS) explains how to enter your inventory.
Use the second tab (labeled SKU) to enter your inventory information.
When you are finished entering your inventory information into the MyTime Inventory Spreadsheet, make sure to save the excel file
Next, return to the Import section of the Inventory page, select the location then the Upload button
When your file is uploaded, select Import
Your products are now added and will appear in your Inventory section of MyTime

Column	Description
Product Name	This field is required and is a matcher. Enter the product name that this SKU corresponds to.
Product Brand	Brand of the product
Product Category	This field is required and is a matcher. Category associated with the product; you can add multiple categories, just separate them using a comma.
Product Vendor	The vendor responsible for supplying the product.
Sell Product to Clients?	("Y" or "N") Should this product be sold to customers via the POS? Taxes will be applied.
Commission Eligible?	("Y" or "N") Can this product be applied to retail commissions?
Discontinued?	("Y" or "N") Can this product be ordered?
SKU Name	This field is required and is a matcher. The full name of the SKU
SKU Number	The unique stock-keeping unit associated with the specific version of a product
Vendor SKU Number	The Product Number the vendor assigned to the SKU, if different than the Manufacturer’s SKU number
Min	The quantity at which you want to be alerted to re-order on MyTime
Barcode	The number appearing directly below the barcode image on the SKU. You can add multiple barcodes, just separate using a comma.
Max	The quantity of each SKU you want to maintain; used to calculate the reorder amount
Price	This field is required. The price paid by the client for the SKU
Cost Basis	This field is required. The price paid to the vendor for the SKU
Expiration Date	The expiration date of SKUs (leave blank if this does not apply)
Current Retail Stock	The current retail stock at the time the report was exported from MyTime
Current Back Bar Stock	The current back bar stock at the time the report was exported from MyTime
New Batch Date Added	The date the new batch was added to your inventory.
New Retail Batch Quantity	The quantity of retail SKUs that you are stocking as part of a new batch or shipment (you must use this if the cost or expiration date differs from previous batches). Note if this column is used, the Current Stock column will be ignored.
New Back Bar Batch Quantity	The quantity of back bar SKUs that you are stocking as part of a new batch or shipment (you must use this if the cost or expiration date differs from previous batches). Note if this column is used, the Current Stock column will be ignored.
New Cost Basis	The cost of SKUs in the new batch
New Expiration Date	The expiration date of SKUs in the new batch (leave blank if this does not apply)
Retail Enabled	Indicates the SKU can be a retail item
Back Bar Enabled	Indicates the SKU can be a back bar item

If you have any questions about adding products to Inventory, contact our Support Team at support@mytime.com.

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Adding Products Manually to Inventory