Before you start processing orders in Delivrd, you should create records for your products. In Delivrd, there are two ways of creating product records: either manually or by importing the list of products.


Creating Product Records Manually


To record a new product in Delivrd, do the following:

  1. In the navigation pane, click Products & Inventory > Products. This will show a list of products that already exist in Delivrd.
  2. Before you add a new product, we recommend checking if the product already exists. You can use the search boxes to search either by SKU or by product name. Search by SKU is a preferred way.

    • If you have not created the product previously in Delivrd, click New Product in the upper-right corner of the Products List.
    • The Add New Product page opens with the General tab. On this tab, fill in the following information:
    • Name: Enter the name of the product. The length of the name should not exceed 30 characters.
    • Description: Enter a description of the product. The length of the description cannot exceed 255 characters. Depending on the context, sometimes Delivrd will present the name of the product, and sometimes the description.
    • UOM: Select the measurement unit for the product.
    • Category: If you have no product categories yet, add them by clicking either Create New Category or Actions > Manage Categories in the upper-right corner of the product page. If you have already created the categories for your products, then select the category to which the product belongs.
    • Group: Select the group to which the product belongs. The group is used for search purposes.
    • SKU: Enter a unique number that identifies your product. It is very important in how Delivrd works, specifically in the context of barcode scanning. Each product should have its own unique SKU (Stock Keeping Unit) number, which is used for searching, receiving products from suppliers, and packing the customer orders.
    • Price: Specify the estimated value of the product. This value will be used for inventory value calculation. You can enter either the price you buy products from your supplier or the price you sell them.
    • Reorder Point: Specify the acceptable minimum of product units in your inventory, after which you should reorder the products from your supplier.
    • Product Page URL: Enter a URL of the product page. For example, the product page on Amazon/eBay, or on your supplier's website.
    • Image URL: Enter a URL of the product image, including http://.
    • Click the Dimensions tab and fill in the following information:
    • Weight: Enter the net weight of the product in relevant measurement unit. The weight of the product is considered when calculating the total weight of each shipment. Delivrd verifies that the actual total weight of a shipment is the same as the expected weight, thus eliminating packing mistakes. The best way to know the actual weight of the product is to use your own weight scale. You can also use the manufacturer’s data to determine the weight.
    • Height, Width, Depth: You can keep this information in Delivrd so that you can later use it when selling online. Delivrd does not currently use these details.
    • Click the URL tab and fill in the following information:
    • Product Page URL: Enter a URL of the product page. For example, the product page on Amazon/eBay, or on your supplier's website.
    • Click the Logistics tab and fill in the following information:
    • Barcode System: Select the barcoding system that the product uses. Many products have no barcodes, so you can leave this field empty.
    • Barcode Number: Enter the value of the barcode that is printed on the product. Many products have no barcodes, so you can leave this field empty.
    • Safety Stock: Specify the number of product units in stock after reaching which the products should no longer be issued. If stock falls below this level, the system will display a warning, and you should reorder the products from your supplier.
    • Bin Number: Specify the number of a storage bin where you place the product. We recommend labeling each bin in your storage so that you can easily locate the product when you need to pick it.
    • Click the Packaging tab and fill in the following information:
    • Packaging Material: Select the packaging material, such as a cardboard box, which is typically used when packing the product before the shipment. Delivrd manages the inventory levels of each packaging material, so every time you sell a product, its packaging material inventory is updated according to shipment data.
    • Packaging Instructions: Enter instructions on how to pack the product.
    • Packaging Material: Select this checkbox if the product is used as a packaging material for sellable products.
    • Click the Attributes tab and fill in the following information:
    • Color: If you have no product colors yet, add them by clicking either Create Colors or Actions > Manage Colors in the upper-right corner of the product page. If you have already created the colors for your products, then select the color of the product.
    • Size: If you have no product sizes yet, add them by clicking either Create Sizes or Actions > Manage Sizes in the upper-right corner of the product page. If you have already created the sizes for your products, then select the size of the product.
  3. Click Save.

To view product details, click Actions > View next to the product record in the products list.

You can also export your product list to a CSV file by clicking Tools > Export Products to CSV.


Importing Product Records

If you have many products, it is easier to import the product list from a CSV file.


Importing Extended Product Data

 

If you already have all your products data available in another system, such as Magento, you can export your product data from that application and then import it into Delivrd. However, you should adjust the exported CSV file to the structure of Delivrd import files; otherwise, Delivrd will not be able to create the products correctly. Some fields can be empty, so they can be left empty in the CSV file, whereas other fields are mandatory and must contain a valid value.


To import the product list, do the following:

  1. In the navigation bar, click Products & Inventory > Products.
  2. Click Actions > Import Products.
  3. On the page that opens, click Add File.
  4. Select the file that you are going to import.
  5. Click either Start or Start Upload.

  6. After the file is uploaded, click Create Products.


You can also download a sample file to see the structure of the product records file.

 

Importing Basic Product Data

 

If you want to start simple, with the minimal product data required by Delivrd, you can upload a basic products file with a minimum set of data fields:

  1. Line number.
  2. Name: Product name, up to 30 characters.
  3. Description: Product description, up to 255 characters.
  4. UOM: Measurement unit for the product.
  5. Group: Group to which the product belongs.
  6. Category: Category to which the product belongs.
  7. SKU: Unique number that identifies your product.
  8. Value: Estimated value (price) of the product.
  9. Safety_Stock: Number of product units that you decide to keep as safety stock.
  10. Reorder_Point: Acceptable minimum of product units in your inventory, after which you should reorder the products from your supplier.

speech_balloon_answer.pngNoteEach line should begin with a line number, first line – line number 0, then 1, then 2, etc. See the sample below:


0,Name,Description,UOM,Group,Category,SKU,Value,Safety_Stock,Reorder_Point
1,"Kindle - Black, 6","Kindle Paperwhite E-reader - Black, 6 High-Resolution Display  with Built-in Light, Wi-Fi",Piece,Computing,Ereaders,B00OQVZDJM,119,20,80
2,Amazon Echo - Black,Amazon Echo - Black,Piece,Computing,Home Audio Speakers,B00X4WHP5E,179.99,15,120
3,Sony Cyber-shot DSC-RX100,"Sony Cyber-shot DSC-RX100 V 20.1 MP Digital Still Camera w/ 3"" OLED ",Piece,Audio Visual/Photography,Digital Point & Shoot Cameras,B01MCRBY4X,956.63,10,50
4,Dell UltraSharp 25 Screen ,Dell UltraSharp U2515H 25-Inch Screen LED-Lit Monitor,Piece,Computing,Monitors,B00SPWPF1O,304.99,25,220
5,NB M1080V5 14 G,New Balance Men's M1080V5 Running Shoe Size 14 Grey,Piece,Footwear,Running Shoes,B00KQ659QS,139.95,150,600


Some fields can be empty, so they can be left empty, whereas other fields are mandatory and must contain a valid value.

speech_balloon_answer.pngImportant: You should create product categories before you import products to Delivrd and make sure that your product group names correspond with the predefined product group names in Delivrd.



 Field Name
Field Description
Field Data Type
Field Length
 Example Value
 Remarks  Mandatory?
 Name
Name of the product.
Text
 30 Digital LCD Kitchen Buzzer
 Yes
 Description
Description of the product.
Text  255 Ultrathin Credit Card Sized Digital LCD Kitchen Buzzer Timer with Magnetic Mount
 Yes
 UOM
Measurement unit for the product. Text
 8 Kilogram

 No
 Group
Product group from list of product groups. Text
 255 Consumer Electronics
From list of available groups  Yes
 Category
Category to which the product belongs.
Text
 255 Kitchen Timers
Should be created by the user
 No
 SKU
Unique number that identifies the product. Text or numbers
 255 148529 Must be unique
 Yes
 Value
Estimated value (price) of the product. Number with decimals
 8
15.26

 Yes
 Safety_Stock
Number of product units in stock after reaching which the units should no longer be issued. Number
 8 12

 No
 Reorder_Point
Acceptable minimum of product units in your inventory, after which you should reorder the products from your supplier. Number
 8 10

 No
 Weight
Net weight of the product in relevant measurement unit. Number with decimals  8 0.52

 No
 Width
Width of the product in relevant measurement unit. Number with decimals  8 2.3

 No
 Height
Height of the product in relevant measurement unit. Number with decimals  8 1.33

 No
 Depth
Depth of the product in relevant measurement unit. Number with decimals  8 3.8

 No
 Barcode
Barcode number of the product. Number
 12-13 7290103120641
 No
 BarcodeSystem
Barcoding system that the product uses. Text
 3-4 EAN
UPC
ISBN

 No
 PackingInstructions
Instructions on how to pack the product. Text
 1028 "Product should be packed in a white box and shipping label should be applied on the left side of the box."
 No
 IsPackingMaterial
Is this product a packaging material? 0 or 1
 0 0 - not a packaging material
1- is a packaging material

 No
 Bin
Number of a storage bin where you place the product. Number
 10 103
209

 No
 ImageURL
URL of the product image, including http://. Text
 1028 http://images.com/thispimages.jpg
 No
 ProductPageURL URL of the product page. Text
 1028 http://www.example.com/p1.html
 No
 Size
Size of the product.
Text
 255 Blue
Should be created by the user  No
 Color
Color of the product.
Text
 255 XL
42
Should be created by the user  No


speech_balloon_answer.pngImportant: You should create product categories before you import products to Delivrd and make sure that your product group names correspond with the predefined product group names in Delivrd.


See the sample below:


Name,Description,UOM,Group,Category,SKU,Value,Safety_Stock,Reorder_Point,Weight,Width,Height,Depth,Barcode,BarcodeSystem,PackingInstructions,IsPackingMaterial,Bin,ImageURL,ProductPageURL,Size,Color
"Kindle - Black, 6","Kindle Paperwhite E-reader - Black, 6 High-Resolution Display  with Built-in Light, Wi-Fi",Piece,Computing,Ereaders,B00OQVZDJM,119,20,80,7.2,6.7,4.6,0.36,757395795711,NULL,NULL,0,10,http://images.com/thispimages.jpg,http://www.example.com/p1.html,6.7" x 4.6" x 0.36",Black
Amazon Echo - Black,Amazon Echo - Black,Piece,Computing,Home Audio Speakers,B00X4WHP5E,179.99,15,120,37.5,9.3,3.3,3.3,540045968509,NULL,NULL,0,10,http://images.com/thispimages.jpg,http://www.example.com/p1.html,9.3" x 3.3" x 3.3",Black
Sony Cyber-shot DSC-RX100,"Sony Cyber-shot DSC-RX100 V 20.1 MP Digital Still Camera w/ 3"" OLED ",Piece,,Digital Point & Shoot Cameras,B01MCRBY4X,956.63,10,50,240,101.6,58.1,35.9,587891235678,NULL,NULL,0,11,http://images.com/thispimages.jpg,http://www.example.com/p1.html,101.6 x 58.1 x 35.9,Silver
Dell UltraSharp 25 Screen,Dell UltraSharp U2515H 25-Inch Screen LED-Lit Monitor,Piece,Computing,Monitors,B00SPWPF1O,304.99,25,220,9.64,22.4,15.67,8.07,948596856985,NULL,NULL,0,12,http://images.com/thispimages.jpg,http://www.example.com/p1.html,25,Black


speech_balloon_answer.pngImportant: You cannot update the existing products by using a csv file. All further updates and edits should be made manually.