Product Sizes Onboarding Guide for Planufac

This guide provides step-by-step instructions on how to import size variants into Planufac using the provided template. Follow this guide to ensure that all required fields are completed properly for a successful import.

Use a product size when you have different pack sizes of the same product, for example,

Product A - Single Consumer Selling Unit

—Product A 10 Pack - Retailer Selling Pack

—Product A 200 Pack - Wholesale Selling Unit

in this example "Product A" would be the product and "Product A 10 Pack" & "Product A 200 Pack" would be Product Sizes.

Required for a Successful Import

• Ensure Data Accuracy: Double-check that each SKU, barcode, and quantity is entered correctly.
• Unique SKUs: Each size variant must have a unique child_sku.
• Use Correct Variant Types: Make sure the correct type (e.g., "Outer Pack" or "Master Case") is selected for each size variant.

Troubleshooting Common Issues

• Import Failure: If the import fails, Planufac will display an error message.
  • Missing Mandatory Fields: Ensure that all required fields are completed.
  • Incorrect Data: Verify that the data in each field is in the correct format.
• Duplicate SKUs: Ensure that each child_sku is unique across all size variants.

Steps to Import Sizes

1. Access the Import/Export Section

• Log in to Planufac.
• Navigate to the Import/Export section from the main menu.

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2. Download the Sizes Import Template

• Download the Template

  To ensure that you have the correct format and required fields for updating contacts, you can download the template from the link below. This template will provide you with the structure needed to successfully import your updates.

  Download the Template Here

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• Open the template using a spreadsheet program like Microsoft Excel or Google Sheets.

3. Fill in the Required Fields

Mandatory Fields:

These fields must be filled in to ensure the size variants are imported successfully:

1. parent_sku – The SKU (Stock Keeping Unit) of the main product to which the size variant applies (e.g., "MAIN-SKU"). This links the size variant to the main product, ensuring all variants are grouped correctly under one product for inventory and sales tracking.
2. type – Specify the type of size variant, typically listed as "size". This field identifies the size variant and helps Planufac differentiate between various types of product groupings.
3. child_sku – The unique SKU for the specific size variant (e.g., "MAIN-SKUx10" for a pack of 10 items or "MAIN-SKUx400" for a master case containing several outer packs). Each size variant must have its own child_sku to ensure proper tracking of different pack sizes in your inventory system.

4. qty – The quantity of items in the size variant (e.g., "10" for a pack of 10, "400" for a master case containing 400 items). For example, an Outer Pack may consist of 10 items, while a Master Case can contain multiple outer packs.

   barcode – The barcode associated with the size variant. If the variant does not have a specific barcode, you can generate and assign any long number as a barcode. Barcodes are essential for scanning during stock management and tracking different pack sizes efficiently.

   variant – Defines the type of packaging for the size variant. This can be either an Outer Pack or a Master Case.

   • Outer Pack: Packaging for a smaller group of items, such as a pack of 10 products.
   • Master Case: Contains multiple Outer Packs (e.g., 10 outer packs, resulting in 100 items total).

Optional Fields:

These additional fields can be filled to provide more detailed product data:

1. stock_unit – The unit in which the stock is tracked (e.g., "Each").
2. weight_unit – The unit for weight measurements (e.g., "Gram").
3. weight – The total weight of the variant.
4. width, height, depth – Dimensions of the product variant (e.g., "500 mm" for each dimension).

4. Save the Completed Template

• Review all the filled fields to ensure they are correct.
• Save the file in the original format (CSV or Excel).

5. Import the Template

• Go back to the Import/Export section in Planufac.
• Select the Sizes option.
• Upload the completed file.
• Confirm the import by clicking the Upload button.