Use cases for updating personal data
This guide lists all the steps needed to proceed with the specific update of one or more fields related to your products.
We will proceed with three use cases as examples: updating the quantity , updating the purchase price , updating the quantity and purchase price for single products, mentioning, where applicable, the procedural differences for variant products and products associated with an external supply.
Quantity Update
To create an update configuration, follow the path Catalogs>Anagrafiche and click on New configuration
NB For products with variants, before proceeding, make sure that the file structure is correct. See this link for more information ( https://docs.poleepo.cloud/it/articles/8075769-uso-del-file-csv ).
For products associated with an external supply, it is important that the products in this case are already associated with a supplier, which must first be created on Poleepo.
To create the supplier on Poleepo follow this guide: https://docs.poleepo.cloud/it/articles/8100309-creazione-e-gestione-dei-fornitori .
Upload the file containing the products and information to be updated, taking care to select the correct separator and text delimiter (if present). Then click on Analyze
proceed with the mapping of the columns relating to the product identifier (SKU) and the columns containing the information to be updated (in this case Quantity). It is advisable to upload a file containing only the columns concerned.
For products with variants, map only the variant SKU, not the parent SKU.
In the case of products associated with an external supply, map the EAN and supplier SKU, which in this case are unique identifiers, while the SKUs may not coincide .
In the Quantity section, set the correct behavior based on the result you want to obtain (we recommend inserting these options in the case of products associated with your internal warehouse) .
In the case of products associated with external supplies , in the Quantity section, set the correct behavior based on the result you want to obtain (we recommend inserting these options in the case of products associated with an external supplier).
This is because if a supplier does not insert a product in the update file, it means that the product is no longer available, so it is correct to set the stock to zero.
In the next screen, you can insert specific filters on the products that you will update, including or excluding certain values based on, for example, Brand, Category, Weight, Quantity, Purchase and sale price
.
Give a name to the created configuration and click Save
.
You will find yourself again on the Catalogs>Personal Data page. In correspondence with the configuration just created, on the right click on the first Play button in “ Actions ”
.
Click Choose File again to upload the file containing the products with the information to update. Finally, click Run to launch the update configuration
.
2. Purchase price update
To create an update configuration, follow the path Catalogs>Anagrafiche and click on New configuration
upload the file containing the products and information to update, taking care to select the correct separator and text delimiter (if present). Then click on Analyze
proceed with the mapping of the columns relating to the product identifier (SKU) and the columns containing the information to be updated (in this case Purchase Price). It is advisable to upload a file containing only the columns concerned.
For products with variants, map only the variant SKU, not the parent SKU.
In the case of products associated with an external supply, map the EAN and supplier SKU which are in this case unique identifiers, while the SKUs may not coincide.
In the section relating to the Purchase Price, in addition to mapping the column relating to it, go and insert the Markup Percentage that is added to the Purchase Price to obtain the selling price. Also, select the mandatory field Taxes (VAT), based on the VAT applied.
In the next screen, you can insert specific filters on the products that you will update, including or excluding certain values based on, for example, Brand, Category, Weight, Quantity, Purchase and sale price.
Give a name to the created configuration and click Save.
You will find yourself again on the Catalogs>Personal Data page. In correspondence with the configuration just created, on the right click on the first Play button in “ Actions ”.
Click Choose File again to upload the file containing the products with the information to update. Finally click Run to launch the update configuration.
3. Update quantity and purchase price
To create an update configuration, follow the path Catalogs>Anagrafiche and click on New configuration
upload the file containing the products and information to update, taking care to select the correct separator and text delimiter (if present). Then click on Analyze
proceed with the mapping of the columns relating to the product identifier (SKU) and the columns containing the information to be updated (in this case Purchase Price and Quantity). It is advisable to upload a file containing only the columns involved.
For products with variants, map only the variant SKU, not the parent SKU.
In the case of products associated with an external supply, map the EAN and supplier SKU which are in this case unique identifiers, the SKUs however may not coincide
.
In the Quantity section, set the correct behavior based on the result you want to obtain (we recommend inserting these options in the case of products associated with your internal warehouse)
In the case of products associated with external supplies , in the Quantity section, set the correct behavior based on the result you want to obtain (we recommend inserting these options in the case of products associated with an external supplier). This is because if a supplier does not insert a product in the update file, it means that the product is no longer available, so it is correct to set the stock to zero.
In the section relating to the Purchase Price, in addition to mapping the column relating to it, go and insert the Markup Percentage that is added to the Purchase Price to obtain the selling price. Also, select the mandatory field Taxes (VAT), based on the VAT applied
.
In the next screen, you can insert specific filters on the products that you will update, including or excluding certain values based on, for example, Brand, Category, Weight, Quantity, Purchase and sale price
.
Give a name to the created configuration and click Save
.
You will find yourself again on the Catalogs>Personal Data page. In correspondence with the configuration just created, on the right click on the first Play button in “ Actions ”.
Click Choose File again to upload the file containing the products with the information to update. Finally, click Run to launch the update configuration
.