Bulk Upload- Insert Product

Highlights 

∙ How to insert new product in Field Assist Portal? 

∙ How to insert new products in bulk into Field Assist Portal? 

∙ How to add a new product? 

Brief on important terms used 

1. Product Division– Mention the product division if your company maintains, (e.g.)  Cosmetics, Masala, Food etc. 

2. Primary Category– Mention the primary category of your product (e.g.) Spices, Chocolate,  etc. 

3. Secondary Category - Mention the Secondary category of your product (e.g.) Veg Masala,  Curry Masala, Dark chocolate etc.  

4. Standard Unit – Is defined how you sell/dispatch your products to retailers in bulk (i.e.)  Case Box, Cotton Box etc. 

5. Super Unit – Next conversion of standard unit (e.g.) Big Sacks etc. 

6. Display Category – Mention the category name here if you want to make this visible in Field  Assist reports 

7. Product – Mention the product name 

8. Variant – Mention the variant types like Small, medium, large etc. if it is an Apparel industry 9. PTR – Price to Retailers that will be in the application 

10. PTD – Price to Distributors that will be in the application 

11. Display MRP – The MRP price that will be visible in the application 

12. MRP – Extra MRP field that can be used to mention the product base price for your quick  reference 

13. Unit – How the product orders are placed in market; is it in PCS or Packet etc. You have to  mention those Unit here, in other words how you want to book orders in the application 14. Alternate Category – Can mention any alternate category name here if you want them to  maintained in Field Assist Web Portal and reports 

15. Description – Mention the description of the product 

16. Standard Unit Conversion Factor – Mention the total number of products that exists in  Standard Unit (Case Box, Cotton Box) 

17. Super Unit Conversion Factor - Mention the total number of products that exists in Super  Unit (Big Sacks) 

18. Product Erp Id – Product Id that is maintained in your systems, that could be tally, SAP etc. 19. Schemes – Mention the schemes names if you are running any schemes, and it is defined in  the system already 

20. Is Promoted – Make it True if you want to run a particular product as Promoted one 21. Packaging Type – You can mention the packaging type that is used for the products like  Plastic boxes, Rigid boxes etc. 

22. Minimum Batch Quantity – Mention the number here if a particular products are should be  sold in Minimum batch quantity like 5 pcs, 10 pcs etc. 

23. Pack Size – What is the pack size of the product

24. Color Name – You can mention the color names of product 

25. RGB Values – You can also mention the RGB values in this field 

26. ImageId – Image of the product can be given here, Note – Image has to be renamed with  Product ID and link has to added here 

Highlighted above are important fields to be present for product insertion, without these  information product insertion processes will not be successful. 

A Secondary category can’t be added in multiple Primary category names 

A product with same name can’t added in multiple Primary category or Secondary category  names 

Formulae for Units, Standard Unit and Standard Conversion Factor 

For example 

A Sales officer takes 12 PCS of Biscuits order from a retailer; here PCS is Unit (how a Sales  Officer punch orders in the application), 12 is Standard Unit Conversation Factor and let’s keep  Standard Unit is Case Box; then a case box will have 12 PCS of biscuits which will be dispatched  to retailer. 

Bulk Upload File Checks :

Prelim Check – This is first stage of check where Field Assist Web Portal will read your uploaded file  for correct headers and Compulsory Headers Check [Unit,Standard Unit Conversion Factor,Standard  Unit,Primary Category,Secondary Category,Product] 

Passive Check – It is a second check which will start once the file is through Prelim check. In Passive  Check it will check “One To One Check SKU To Product Erp Id” and “Uniqueness Check SKU” 

Active Check - It is a third and final check which will start once the file is through both Prelim check  and Passive check. It will check for Uniqueness for SKU, Uniquesness For Product Erp Id. If all things  are good it will proceed.

Insert New Products in Bulk 

Click on Company Settings – Product Management (left side small arrow) – Bulk Upload (left side  small arrow) – Insert Product 

1) Click on Insert Product option 

Note – Compulsory Headers Check [Unit, Standard Unit Conversion Factor, Standard Unit, Primary Category, Secondary Category, Product] 

Null Entries Check if header is present [PTR, Unit, Standard Unit Conversion Factor, Standard  Unit, Product Erp Id, Primary Category, Secondary Category, Product] 

2) Click on Download Button; automatically product insertion template excel file will be  downloaded

3) Once you open the file, it will have product insertion headers with content blank 

4) You have to fill in new product data as per the Field Name given in the excel and please take  a look at Compulsory Headers check so that you don’t end up getting run time error 

Note – It is not compulsory that you have to fill the entire data field that is available in the  excel template. You will be good to go if you add the basic and compulsory field data for  insertion. 

You can also look at highlighted ones at top for important fields

5) Save the file and upload into same Insert Product Page by using Choose File Button 

6) Click on Upload Button to start the process

7) Once Pre Checks and Passive Checks Completed Successfully. You have to Press Continue for  Active Checks 

8) To know the progress you have to click on Show Details Separately in each check

9) After a success Active Check it asks your approval to start insertion process “Press Continue  for Insertion!!” in Green text 

10) Click on Continue button and to start the Insertion process 

11) Once insertion is completed. You will get a message in Status Details and Message as  Insertion completed and You may logout

FAQ’S 

1) How can I insert new product in Field Assist Portal? 

Answer- Go to Company Settings – Product Management (left side small arrow) – Bulk Upload  (left side small arrow) – Insert Product. Where you will find option to Download the excel  template for product insertion, add the new product details and upload the same file in the  page. And you have clear all 3 checks in bulk upload for successful product insertion. 

2) What I do if I get bulk upload insertion run time error? 

Answer – First you have to look at the error message that is displayed in the window and do the  required changes as per the error message. Then Save the file and upload the file again to start  the process.

3) How do I check my progress while executing the bulk upload process in Field Assist Portal? 

Answer – You have to click on Show Details Separately text to see the progress of your  execution.