Using Inventory Import Templates
When it comes to importing Inventory into Mothernode CRM, users can import their list of goods and services into Mothernode CRM using a standard Microsoft XLS or CSV file. To simplify this process, you can use the Mothernode CRM XLS Templates that contain the necessary fields for import. These templates are already mapped in your import process. Using the Mothernode Import templates is especially beneficial if you plan on importing data from different sources because a single, uniform file can be used for importing your data.
Important: While Mothernode CRM contains a very capable inventory module, not all fields are required for input or import. Use the most common fields related to your business.
Mothernode CRM Inventory Import Template (BASIC) | DOWNLOAD
Mothernode CRM Inventory Import Template (FULL) | DOWNLOAD
Before you Import
Drop Down Lists: Otherwise known as value lists. When importing fields that will be used as drop-down options to the user, it’s important that you set up the related value lists in your Mothernode account and then make sure that the same values are represented in the import. This is another case where the syntax must be identical. If your import list includes a value with a different syntax or a new value not included in your existing value lists, then it will be added as an option in the dropdown.
Example: Let’s say you’re importing into the Source field. If the value Tradeshow is listed (same exact spelling) in both the value list and the XLS file, then all will match accordingly. However, If Tradeshow is listed in your value list, but is spelled differently in the XLS import file (ex. Trade-show), then in records where Source is indicated, your drop-down list will include the spelling variations, in this example both Tradeshow and Trade-show.
Inventory Fields for Import
The following fields are available in the Inventory Import Template. We recommend using the standard templates for all imports, but users can use their own XLS fields and map the fields accordingly during the import process.
| Field Name | Description | Example | Notes | Field Type |
|---|---|---|---|---|
| Item Name | Name of the product or service | iPhone, iPad, Skateboard | Input | |
| Component Category | This category is used to classify inventory in the BOM calculator. | Mounting, Frames, Knobs, Tires, Lights. | Beneficial when refining searches, creating BOM parts | Value List |
| Inventory Type | Type of inventory can be Finished Good, Component, Raw Material, Bundle, Virtual Inventory | Users can use this field to update inventory when re-importing | Value list | |
| Item Code | Unique internal code used to catalog the product or service | 1234, AB-200 | Users can use this field to update inventory when re-importing | Input |
| SKU | Unique internal code used to catalog the product or service | 1234, AB-200 | Users can use this field to update inventory when re-importing | Input |
| Workflow | Used when auto scheduling inventory for departments and assigning labor costs for estimates. | Setup workflows first and then assign them to your Finished Goods. | Value List | |
| Product Series | Product category | Table, Chairs, Monitors | Input | |
| Color | Color of the product | Black, White, Blue | Input | |
| Purchase Description | The description of the product on the vendor PO | This description is used when creating a PO for a vendor | Input | |
| Sales Description | Description of items for quotes | This is the description of the item that is used in your quotes | Input | |
| Unit of Measure (UOM) | The unit of measure in which the product or service is sold | Each, Hours, Lots, Bundles, etc. | Standard units are included. Admins can modify | Value List |
| Item Weight | The weight of the product | This is used to calculate weight in shipping | Input | |
| Weight Unit | The UOM for the unit weight | Lbs, Tons, Kg | Value List | |
| Item Width | The width of the product | Input | ||
| Item Height | The height of the product | Input | ||
| Item Length | The length of the product | Input | ||
| Dimensions Unit | The dimension used to measure the product | Inches, Centimeters, Yards, Feet | Value List | |
| Unit Cost | The base cost of the unit, before markup | Input | ||
| Markup | The default markup applied to the unit | Input | ||
| Unit Price | The unit price is COST + MARKUP | Users can add the base cost to determine the markup | Calculation + input to override | |
| Type of Good | Type of good is used to capture bought out costs vs. made in house | Made here, Made out | Selection | |
| Taxable | This field determines if tax should be applied to the item or service | Yes, No | Selection | |
| Income Account | Use to assign income account for accounting | Input | ||
| Sale Units | Indicates the units in which the product is sold | Each, bundle, lots | This is used in the quote | Input |
| Purchase Units | Indicates the units in which the product must be purchased | Each, bundle, lots | This is used in the PO | Input |
| QTY on Hand | Indicates the QTY on hand | This is a manual input of how many items should be on hand | Input | |
| Minimum on Hand | Indicates minimum QTY at all time | This is the minimum amount of stock need in inventory at any given time. | Input | |
| Reorder Point | The point in which more stock should be ordered | This is a manual input to indicate when supplies should be replenished | Input | |
| Qty on Order | The number of units currently in open order | Reference | ||
| Qty Committed | The number of items currently in processed orders | These are items that are currently being fulfilled in processed orders | Reference | |
| QTY Available | The available QTY for order | Reference | ||
| QTY Backordered | The QTY of items currently in open POs | Reference | ||
| Lead Times | The expected average delivery time for the item | NO LONGER AVAILABLE | Input | |
| Vendor Name | The name of the supplier | This can be used to quickly make PO to replenish stock from the vendor | Link to record | |
| Vendor Location Name | The location of the vendor to purchase from | This is only applicable if the vendor has more than one location | Link to record | |
| Vendor Code | The vendor product ID code | Input | ||
| Vendor Item Name | The name of the product to be used in the PO | The name can be the same as your inventory item or specific to the vendor. | Input | |
| Vendor SKU | The SKU used by the vendor for the product | Input | ||
| Vendor Units | The UOM used by the vendor to sell that product | Input | ||
| Vendor Min Order | The min. QTY that the vendor requires when they sell the product | Dozen, Bundle, Each | Input | |
| Vendor Unit Cost | The vendor's sale price | This is generally your base cost before markup | Input | |
| Vendor Inventory Type | Type of inventory can be Finished Good, Component, Raw Material, Bundle, Virtual Inventory | Selection | ||
| Warranty Text | Seller's product warranty | Standard warranty information provided by the vendor. | Input | |
