With Repbox being a fully customizable and user friendly system, there are generally two ways to add products. Each option is easy and straightforward!
When importing products, you will receive them from your vendors or manufacturers in many different formats, such as excel, csv, or PDF (maybe even some others). If you receive these forms in PDF, we highly suggest that you use Adobe PDF Export. The biggest time investment of importing your products is taking the time to get the file that you want to import into the correct format. Make sure to save the file you wish to import into a .CSV file format.
After you have taken the time to format your file:
Step 1: click on the "Products" Block on your title bar (you may have to click "All")
https://lh5.googleusercontent.com/fKduvUDEHyp-jFBO_QTkj5PS54UB1lvbJ9mPE3A-81iOYHe6fIyDs45bECPpHwQpGL554jDPq2XPn-IObhQLwepZdCXtAm_Dk0tLfrkoWW-k50dEaZWFh8rFwEWXjznLaWAb4E-jWyjdHI8BV11zPOI
https://lh4.googleusercontent.com/sQ79AUTmPGCoqQbWlfv1hWdKW2--oaDaBvunrx5eQzfom0KFBdQuLQVEgEIxNeXVyfrnZMrjXGw5T4YrZul8x2tGZnIqsclj5jmwcYEgJ8THpis-pXzRCMqwpY75L20m9a9xPTAgVIwHJ9tyiyFTE8E
Step 2: Click "Actions" then a dropdown list will appear, Click "Import"
https://lh4.googleusercontent.com/SWouGOONDSe8MOeQ2fG2AwV53s4qyTVTTstqS7R7Opv0WpWT40HUf5b5sfXKSvUe9PIqzL39Uur8xlfONuEI4ZSSfzMMAsH3pCzl_opdTGr1WJlae-tCcjMgMNMaztZL1_l7fOCttz0tuDJTb48CFhY
When import is selected, this window will load
https://lh6.googleusercontent.com/ZgBZ8JF9aRE9LF6Ufyg7oJDYLql77pyCigDb-D91e5T0sJAvvtXcJ5b2SfSlfx-qnzsjn1jXmWj_kikavauEgrcXA0WMaMp4JWhZLYm-_INICsl7OGA6JceBfJ1k7lLKsV5Y-0hj001A7R6GqT6_H18
Step 3: Click "Choose File" - this will allow you to select the .CSV file that you are wanting to upload
Step 4: Make sure you have a .csv file type, UTF-8 Character Encoding, comma Delimiter, and the box checked for Has Header
Step 4A (Optional): Duplicate Handling - If there is a potential that the same product is already in the system, you will not want to duplicate it. We suggest "merging" or "overwriting" those two products in the system.
For the available fields, make sure to choose a unique field to merge on such as "Product Code" or "UPC Code". Keep in mind, for this to merge the duplicates, you will want to make sure the unique field is spelled EXACTLY the same as what is already in the system.
https://lh4.googleusercontent.com/tEcoHroai1A89D95WAeEmkCckwB8nTKf1g0IIpDqgLZWpdfUo_Ven5ZLgSvIUl0HYZ5wvzuU9El0T8p-dxPaHQnb9dA5LGm4LvTL8HyJXBh-plwmczkD2Fh4WFlSDn4MgCs7K0z0pQbVBgHBA8j3r30
Step 5: Click "Next" and the following screen will load
Under Header, you will see the headers in your spreadsheet
Under Row 1, you will see the 1st product on your list
CRM Fields is where you will map your headers to RepBox. If one of them is incorrect, click the drop-down and choose which one you would like that field to map to.