In this video, we walk you through the process of importing a list of products onto your plan to sell using our RPS product data grid. We explain how to access the plan to sell items, download the necessary template, and prepare your CSV file for import. You'll need to ensure that your list includes the product group and model number, as that's all that's required for a successful import.
SOP for Importing Products to Plan to Sell
Objective
This SOP outlines the steps to import a list of products into the Plan to Sell system, ensuring a streamlined process for team members.
Key Steps
Accessing the Plan to Sell Items 0:48
Access your list of plan to sell items from the RPS product data grid.
Click on the 'Plan to Sell' option.
Navigating to Import Settings 2:41
Go to the menu.
Select 'Point of Sale'.
Click on 'Settings'.
Setting Up Custom Plan to Sell 3:01
In the settings, click on the 'Plan to Sell' tab.
Select 'Use Custom Plan to Sell' to create a customized list.
Downloading the Import Template 3:42
Click the 'Import' button.
Click the link that says 'Click here to download the template'.
Preparing the CSV File 5:43
Use the RPS product data grid to search for items to add.
Utilize filters to find specific products (e.g., Whirlpool washers).
Export the filtered list as a CSV file (Excel files will not work).
Editing the CSV Template 9:07
Open the downloaded template and your exported CSV file.
Ensure the headers match: 'Manufacturer', 'Group', and 'Model'.
Change the group names as necessary (e.g., from 'Whirlpool' to 'Appliances').
Finalizing the CSV File 10:12
Delete any extraneous information from the CSV file, keeping only the group and model.
Save the CSV file on your desktop with an appropriate name (e.g., 'Whirlpool Washers').
Importing the CSV File 11:14
Go back to 'Point of Sale' settings.
Click on 'Plan to Sell' and then 'Import'.
Choose your saved CSV file and click 'Import'.
Verifying Imported Products 12:09
Check the 'Plan to Sell' to confirm that the products have been successfully added.
Cautionary Notes
Ensure that the CSV file is saved in the correct format (CSV) as Excel files will not be accepted.
Double-check that only the necessary columns (Group and Model) are included in the CSV file before importing.
Tips for Efficiency
Use specific filters in the RPS product data grid to quickly find the products you need.
Regularly save your work to avoid losing any changes during the process.