Help > Admin - Add items
From the Items dashboard
The Item Directory can be populated in two ways: either by adding items individually or by importing them in bulk via a csv file. To add a single item, click the add/plus icon on the top right of the Item Directory page and then fill all mandatory fields on the Add Items page. To add multiple items simultaneously, click the bulk import icon, generate a template per your requirements, and upload it with all necessary item data. The newly added items will be visible on the Item Directory page.
Input errors lead to disabled buttons. Possible errors include:
Item specifications are attributes added to an item as details and to differentiate similar items within a category. These are visible to the vendor when items are added to an RFQ.
Preferred vendors for an item are those who supply that item. Each item can have n number of preferred vendors. Preferred vendors can be defined via the bulk import csv file or from the Item Details page.
Yes, FactWise offers a bulk item import feature to populate item directories with ease. Click the bulk import icon on the top right of the Items dashboard to begin the process. Generate a csv template for your item directory by specifying the maximum number of the following per item: measurement units, identifications, specifications, and preferred vendors. Open the auto-downloaded csv file and populate the spreadsheet as per field titles in the third row, and explanations and examples in the top two rows of each column. User inputs commence row 4 onwards.
Some fields may allow multiple values. In order to do this, n columns need to be added for the same field, if it has n values. For example, if item A has two measurement units - kgs and liters, two columns should be added for measurement units, with values ‘kgs’ and ‘liters’ respectively.
Note: The additional column for a particular field should be added directly to right next of the corresponding column and not at any other place.
When your spreadsheet is accurately populated, attach it to the Bulk Item Import popover and click Upload. Resolve errors, if any, and then access the newly added items via the Items dashboard.
Currently, it is necessary to use the csv template format provided by FactWise. Please ensure:
In case an uploaded file template has errors, users will see a preview page of the entire spreadsheet with errors highlighted in red. Double-click the cell with the error (red fill) to resolve the error on that page itself and then click the Re-Upload button. Alternatively, make necessary modifications on the csv file locally and re-attach it to the Bulk Item Import popup.
Check the following fields and conditions for item upload errors:
To assign the same item to n entities, add n rows duplicating all item details and make sure to appropriately modify the Procurement Entity Name column to reflect each entity the item is to be assigned to.