Existing stock can be updated in bulk using a CSV file through the same import tool used for creating stock in bulk. When updating existing stock, it's important that the CSV file is correctly configured so that Swim recognises the items as updates rather than new creations.
The import tool can be found within Swim via Utilities > System > Import.
Stock File Format For Updating Stock:
- Columns: Stock Number, Description, Cost Price, Retail Price, Qty, Department, Category, Metal Type, Comments, Barcode, Picture, Serial Number, Title, Collection, Web Price, Colour, Clarity, Cut, Polish, Symmetry, Fluorescence, Tags, Web Item, Core Range
- Important: Ensure the column headings match exactly.
Additional Details:
- The Stock Number field is a mandatory, unique identifier for each item. Alternatively you may substitute Stock Number for Supplier Code which would result in all stock associated with the specified supplier code being updated. Note: You cannot use both Stock Number and Supplier code in the same CSV file when updating stock..
- Cost Price and Retail Price must be numeric and non-zero if you intend on updating pricing details.
- Qty indicates the number of items.
- The Barcode can be the supplier's barcode or your existing stock/barcode numbers.
- Use the Serial Number column updating existing stock numbers with SKU's from another system instead of the Barcode field.
- Picture must be in 'name.jpg' format. Other formats like .webp and .gif are not supported.
- The Tags field can accept multiple comma-separated values.
Suggestion: Test your file by importing one or two rows first to ensure the existing stock is updated. You can also use the Swim training system for testing before importing into your live system. Example CSV templates are available by contacting Swim support.
Helpful Tips for Stock Import
- Understanding Stock Types: Know the difference between quantity stock and unique stock items before importing.
- A quantity of '1' will be imported as a unique stock item.
- A quantity greater than '1' will be imported as quantity stock.
- There is no need to split up the CSV file into seperate form types when updating existing stock. You may choose any form type when updating stock and Swim will match the new data to the existing items automatically.
- Uploading Pictures: If you have uploaded a stock CSV file with a valid 'Picture' column, you can upload the image files to Swim via Utilities > System > Upload Pictures. Image files should be uploaded to Swim after a stock CSV file has been processed to ensure all stock items have been updated with the new filename.
