Importing Raw Materials
A step-by-step guide to importing raw materials with supplier part numbers and costs.
Step-by-step guide
Set up your suppliers
Go to the Suppliers page and add each vendor you purchase raw materials from. Include the company name, contact info, and address. This step is optional — the CSV importer creates any supplier it doesn’t find — but adding suppliers first means contact details and lead times are in place from day one.
Supplier names are matched case-insensitively against your supplier records. A name that doesn't match anything creates a new supplier, so double-check spelling — a typo creates a duplicate you'll want to clean up.
Prepare your CSV
Build a spreadsheet with one row per raw material. The two required columns are SKU and Name. Set the Type column to RAW_MATERIAL for each row. Add supplier details (Supplier, Supplier Part Number, Supplier Cost) to automatically create the supplier-to-SKU mappings on import.
| Column | Required | Description |
|---|---|---|
SKU | Yes | Your internal SKU code |
Name | Yes | Product name |
Type | Optional | Set to RAW_MATERIAL |
Supplier | Optional | Matched to an existing supplier by company name (case-insensitive); a supplier that doesn’t exist yet is created automatically |
Supplier Part Number | Optional | The supplier’s catalog or part number |
Supplier Cost | Optional | What the supplier charges per unit |
Description | Optional | Optional product description |
UPC | Optional | Universal product code / barcode |
Reorder Point | Optional | Minimum stock level before reordering |
Reorder Qty | Optional | Default quantity to reorder |
Standard Cost | Optional | Your standard unit cost for this SKU |
Download the template
Not sure about the column format? Go to the SKUs page → Import → Download Template to get a pre-formatted CSV with all supported columns. Fill it in and save as CSV.
Import on the SKUs page
Go to SKUs → Import → upload your CSV file. The importer creates each SKU as a raw material, matches supplier names to your existing supplier records, and creates the supplier part number and cost mappings automatically.
Verify your data
Open a few SKU detail pages and confirm that the supplier part numbers and supplier-specific costs appear correctly. Check the Suppliers page to verify that each supplier shows the linked SKUs.
What if a supplier name doesn’t match?
If a supplier name in your CSV doesn’t match an existing supplier record, the importer creates that supplier automatically (company name only) and links the SKU to it. The import summary tells you how many suppliers were created so you can review them on the Suppliers page — fill in contact details and payment terms, and catch any typo that created a supplier you didn’t intend.
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