Product Update Guide for Planufac

This guide outlines the steps to update existing product data in Planufac using the Import/Export feature. Follow these instructions to ensure your product updates are accurate and seamless.

Steps to Update Products

1. Access the Import/Export Section

Log in to Planufac and navigate to Import/Export in the main menu.
In the Update Data section, ensure that Products is selected.

Key Fact: Updating products differs from importing new products. The "Update Data" option is specifically designed to modify details of existing products in bulk.

2. Create Product Update Template

Click Download Templates to obtain the latest templates or create a new blank template in excel.
Key Fact: Using the correct template is crucial to avoid format errors during upload. The template ensures compatibility with Planufac’s system requirements.

3. Template Structure

SKU (Required): The SKU column is mandatory, as it serves as the unique identifier for each product in Planufac. Planufac uses SKUs to match each row in the file with existing products.
Add Only Fields You Wish to Update: Include columns only for the data you want to modify. Common fields for updates include:
- SKU (Required): The SKU column is mandatory, as it serves as the unique identifier for each product in Planufac. Planufac uses SKUs to match each row in the file with existing products.
- Add Only Fields You Wish to Update: Include columns only for the data you want to modify. Common fields for updates include:
  - name: Update the product name as displayed in your catalogue for better visibility.
  - type: Adjust the product type if needed, such as "single," "group," or "grouped," to ensure accurate categorisation.
  - variant: Specify any variations, such as size or colour, to distinguish this product.
  - category: Refine the product’s category for improved classification and discoverability.
  - supplier: Update the supplier’s name to assist with inventory tracking and sourcing.
  - purchase_price: Enter the latest purchase price to maintain accurate cost records.
  - wholesale_price: Adjust the wholesale price to reflect current trade rates.
  - retail_price: Modify the retail price to stay in line with market rates.
  - stock_unit: Define or update the measurement unit (e.g., "Each") for inventory consistency.
Key Fact: The fields above are examples of common updates. Only include columns for data you wish to update—unnecessary columns can be left out to simplify the process.

4. Optional Fields

You can include additional fields as needed. These fields are not mandatory but allow for detailed product updates:
- description: Provide an updated description of the product.
- tags: Useful for filtering and categorising products.
- custom_fields: Include any custom data relevant to your business needs.
Key Fact: Optional fields are useful for adding specific attributes or details to products but can be omitted if not relevant.

5. Save the Completed File

Review your data entries for accuracy, as any errors may cause the upload to fail.
Save the file in the required format (CSV or Excel) to ensure compatibility with Planufac’s import tool.
Key Fact: Saving in the correct format is essential. CSV files are preferred for bulk data uploads as they reduce formatting issues.

6. Upload the Updated File

Return to the Update Data section in the Import/Export page.
Click Browse to select the completed file from your device.
Press Upload to initiate the data update process.
Planufac will confirm the success of your upload, and your product data will be updated accordingly.
Key Fact: After uploading, check for confirmation from Planufac. If any issues occur, an error message may highlight missing fields or format inconsistencies.

Troubleshooting Common Issues

Missing SKU: The SKU field must be filled for each product. Missing SKUs will prevent Planufac from matching updates to existing products.
Incorrect Data Formats: Ensure that data types align with Planufac requirements (e.g., numerical values for prices, text for product names).
Duplicate SKUs: Confirm that each SKU in the file is unique to avoid overwriting errors or product mismatches.