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Product Template Rules and Guidelines

Adam C.
  • Updated

Welcome to RepZio. 

It all starts here! The product template ("ImportProductTemplate.xls", attached) is used to introduce new products, disable products no longer available, setup price levels, create advanced filters, and more within WebManager. 

The headers used for this template are standard and should be used to import product data into the WebManager portal. Below we describe each header for you to better understand the Product Template. Please note required and optional fields.

  1. ItemID ⌨️
    • Required Field
    • Series of alphabetical and/or numerical characters used to identify a product, must be unique for each item, no two ItemIDs can be the same
    • Must be less than 50 characters in length
    • May contain letters, numbers, dashes, or an underscore
    • Avoid special characters (%,$,&,@,#, etc.)
    • Avoid spaces
    • Can be used in the App to search for products
    • Example: 12345, ABCD-12345

      Please note: Once an ItemID has been entered into the system, it cannot be edited. If you entered an ItemID incorrectly, mark the item as IsDeleted = True to disable the item.
  2. ItemName ⌨️ 
    • Required Field
    • Name of product, short, high level item name that grabs your buyers attention
    • The same name can be used for multiple products
    • Must be less than 100 characters in length
    • Can be used in the App to search for products
    • Example: We Love Tacos Tee or Eucalyptus Body Butter
  3. Description 📝
    • Optional Field
    • Product's description used to entice buyers
    • No character limit; provide as much detail as needed
    • Can include pictures and links to videos
    • HTML friendly; bullet points, text formatting
    • Can be renamed in the template settings in the WebManager portal
  4. Notes 🗒️
    • Optional Field
    • Additional information regarding the product, similar to the description field
    • No character limit; provide as much detail as needed
    • HTML friendly; bullet points, text formatting
    • Can be renamed in the template settings in the WebManager portal
  5. Dimensions 📏
    • Optional Field
    • Product’s length, width, and height
    • No character limit or restrictions
    • Examples: 8x6x5, 8”x6”x5”, 8in x 6in x 5in
  6. DimensionsMetric 📐
    • Optional Field
    • Product’s length, width, and height
    • No character limit or restrictions
    • Examples: 8x6x5cm, 8x6x5, 8 x 6 x 5
  7. OrderMinimumQuantity (OMQ)
    • Recommended
    • Number dictating the smallest quantity of an item that can be purchased at a time
    • Must be > 0, if set to 0, buyers will be unable to purchase. If you do not have a minimum required, set to 1.
  8. OrderMultipleQuantity (OMQ)
    • Recommended
    • Number dictating the quantity of a product that is ordered at a time
    • Example: Order in sets of 2, 4, 6, 8, etc.
    • Must be > 0, if set to 0, buyers will be unable to purchase. If you do not have a requirement, set to 1.
  9. ContainerMinQty 🚚
    • Optional Field
    • Used for configuring Container option
    • MinimumOrderQuantity required for ordering items in a Container
  10. OnHandQuantity (OHQ)
  11. Category 
    • Required Field
    • Used to group or categorize products
    • If not in a category, the user will not see the product on the App
    • Categorization can be single (category) or multi-level (category/sub-category)
    • Must be less than 100 characters in length (if more characters are required, the Product Categories template can be used)
    • Avoid special characters (%,$,&,@,#, etc.)
    • Categories must have item(s) assigned or the category will disappear
    • Use "/" to create a subcategory(ies). Example: Home Goods/Decor
    • Use "|" to create multiple parent categories. Example: Home Goods/Decor|Decor/Table-Top Decor
    • More information on creating categories in RepZio
  12. InventoryStatus 🏪
  13. ReportCategory 📉
    • Optional Field
    • Used to set up reporting categories for your products.
    • Does not affect how your products are displayed in the app
    • Example: let's say you sell sofas, loveseats, and coffee tables. Let's also assume that you want to track how many living room products you have sold during a market.
    • You can enter "Living Room" under ReportCategory for your sofas, loveseats and coffee tables to track this.
  14. IntroDate 📆
    • Optional Field
    • Used to display when you added that product to your catalog/database.
    • This field can only support dates
    • Must be in date format: MM/DD/YYYY
  15. UPC 🖥️  
    • Optional Field
    • A.k.a. Universal Product Code
    • Acts as a barcode for a product
    • Used to scan a product and to create labels
    • May also be referred to as a SKU
    • Maximum character count: 12
  16. BasePrice 💲€ £
    • Required Field
    • Starting price for each product 
    • Must be numeric
    • Can be a wide variety of currencies
    • Can be named anything within WebManager > Settings > Global Settings > Price Name Settings
    • If you only have one price level, use Base Price
    • If uploading products via a product upload spreadsheet, ensure that this column is named in the following format: "BasePrice"
  17. PriceLevel(1-20) 💲€ £
    • Optional Field
    • Must be numeric
    • Can be a wide variety of currencies - each currency should use it's own price level
    • Can be named anything within WebManager > Settings > Global Settings > Price Name Settings
    • If uploading products via a product upload spreadsheet, ensure that these columns are named in the following format: "PriceLevel1", "PriceLevel2", etc.
    • If you do not need these fields, feel free to delete the columns from the template.
  18. SpecialPrice 🏷️
    • Optional Field
    • Overrides all other pricing columns on the product template spreadsheet
    • Displayed for every customer
    • Shown until you delete. Must be set to $0.00 if not in use.
    • Only available in the Repzio iOS App, Web App, and B2B
  19. Source 🌎
    • Optional Field
    • Used to identify unique factory locations or country of origin for products
    • Used when products come from more than one factory
    • Deals with containers and their locations
  20. PieceBox 📦
    • Optional Field
    • Number of items that come in one box
    • Example: Case = 12
    • Must be an Integer Value (Whole Number)
  21. Cubes 🧊 
    • Optional Field
    • Used for container orders
  22. Weight 𐄷
    • Optional Field
    • Used to advise buyers of product weight
    • Can follow any system of measurement
  23. UnitOfMeasure (UoM) 📏
    • Optional Field
    • Used to describe the value of another field.  i.e. pounds, inches, feet, meters, each etc.
  24. UDF(1-15) 📓
    • Optional Field
    • User-Defined Fields (UDF,udf)
    • Can be customized to show different names or info on the App
    • UDF's(1-5) header must be uppercase (UDF1, UDF2, UDF3...)
    • UDF's(6-15) header must be lowercase (udf6, udf7, udf8...)
    • No character limit or restrictions
    • If you do not need these fields, feel free to delete the columns from the template.
  25. udf(16-20) 📓
    • Optional Field
    • User-Defined Fields are customized fields used for advanced searching on the app
    • Advanced search on the app is based on these udf's & named as you need to help filter products
    • Search results are narrowed by the parameters set in these fields. Examples can be color, material, construction or other terms you would like to search by.
    • udf's(16-20) header must be lowercase (udf16, udf17, udf18...)
    • No character limit or restrictions
    • If you do not need these fields, feel free to delete the columns from the template.
  26. PhotoName 📷
    • Optional Field
    • Main image
    • Use when image file name does not match ItemID exactly
    • Can be used to rename images
    • Must be .jpg format
    • Max image size 2048x2048 pixels
    • DO NOT USE special characters (%,$,&,@,#, etc.)
    • DO NOT USE spaces
    • More information about images
  27. AdditionalPhotos 📸
    • Optional Field
    • Use when additional/alternate image file names do not match ItemID exactly
    • Name of alternate pictures to be associated with a product
    • Can contain numbers, letters, dash, or underscore
    • Must be .jpg format
    • Max image size 2048x2048 pixels
    • DO NOT USE special characters (%,$,&,@,#, etc.)
    • DO NOT USE spaces
  28. CatalogCode 📖
    • Required Field for multiline accounts
    • Optional Field for all other accounts
    • Numeric/Alphabetical code that defines a catalog in the system
    • Must be unique and 4 characters in length
  29. CatalogName 📖
    • Required Field for multiline accounts
    • Optional Field for all other accounts
    • Name of the catalog that corresponds to CatalogCode
    • Will be used in differentiating one catalog from another
  30. showChildFor
    • Leave blank, this field should populate when exporting a product file if you setup child products
    • Use the Import Child Products template to setup parent/child items
  31. showRelatedFor
    • Leave blank, this field should populate when exporting a product file if you setup related items
    • Use the Import Related Products template to setup related items
  32. TaxCode 💰
    • Used to identify if products are taxable
    • Example: "T" for Taxable, "N" for Non-taxable, etc.
  33. AvailabilityDate 🗓️
    • Optional Field
    • Used to display when products will be available
    • This field can only support dates
    • Must be in date format: MM/DD/YYYY
  34. IsDeleted ✔ ❌
    • Required Field
    • Manages which products will show for buyers and which items will not show
      • IsDeleted = FALSE means items WILL SHOW for buyers
      • IsDeleted = TRUE mens items WILL NOT SHOW for buyers
    • Once marked TRUE, the product will continue to show in the WebManager portal (also will show on exports of products)
    • If sellers have an item that becomes inactive ("True")and a buyer has the item in cart or viewing prior to becoming inactive, the system may allow the buyer to purchase. See Inventory Settings for cart authentication.

ProductTemplatewHeaders.gif

FREQUENTLY ASKED QUESTIONS (FAQS)

Q. Is the template required?

A. No, it is not mandatory to use the template to upload products. However, we strongly advise using our product template for an enhanced user experience. If you choose not to utilize the "ImportProductTemplate," the system will prompt you to map the columns from your spreadsheet to the columns in our system. Alternatively, you can manually create new products within WebManager by accessing the "Products Quick Edit" section.

Q. Where can I download the most current templates?

A. To download the most current versions of our templates via WebManager > Manage Data > Download Data Templates.

Q. Where do I download my product file?

A. To upload your product file, head to WebManager > Manage Data > Upload Data Sheets > Products. 

Q. Products have been uploaded/updated but they are not visible? 

A. New products or updates to your existing products will not be visible until the changes have been pushed live. Once you upload your file, ensure you click on "My Data Looks Good" and wait for the pop-up "Import File Ready" to appear. When the pop-up message appears, the "Push Data Live" button should also become illuminated indicating the data is ready to be pushed live.

Q. Why am I getting a 'Row not imported' error message upon uploading?

A. The most common error message received upon uploading is 'row not imported". The error message may be happening because the system recognizes data in a row or column of your spreadsheet that you might not be able to see. To resolve, review your upload to ensure columns have no formatting (such as hidden columns or rows, conditional formatting or color coding, formulas, or blank columns for a required field, e.g. ItemID). If the issue persists, copy/paste the values from your spreadsheet into a fresh, clean template. 

Q. Why am I getting a 'An error occurred while trying to map the file' error message upon uploading?

A. First, ensure you are selecting the correct file type from the dropdown menu within WebManager. If you encounter this message and have selected the proper file type, simply refresh your page and the file preview should show or click on Dashboard and try re-uploading the data file.

Q. Where do I download the most current templates available?

A. Head over to WebManager > Manage Data > Download Data Templates to download the most up-to-date templates available.

 

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