When attempting to import products or updating products the process requires a spreadsheet that adheres to the system requirements for Daylite Sales Assistant. These include:
- The file format is CSV
- The fields in the CSV are set up to match the fields that Daylite Sales Assistant requires
- That there are no joined fields in the spreadsheet
- That all fields are correctly set.. for example mark up is just a number and not a percentage
- That there are no quotes and other illegal characters in the sheet
- Each import must be for a single supplier and in single currency
If yours spreadsheet has more than 1 supplier then it must be separated into out… one sheet per suppler
We recommend you copy and paste your spreadsheet data into this file to ensure it comply’s with the format.
example product spreadsheet in excel format
example product spreadsheet in numbers format
example product spreadsheet PDF
Data that Daylite Sales Assistant does not import via a sheet includes (but not limited to)
- Product images
- price matrix
- volume matrix
- Any fields not contained within the Daylite Sales Assistant schema
Before you start… ensure you are familiar with the Daylite Sales Assistant product and service fields and data:
DSA Product Fieldsbuy price + additional price x markup = sale price in entered currency.
You do not enter a sale price unless there is no buy price and or markup.
Daylite Sales Assistant will assume that the Product Code and the Suppler code are the same if no Suppler Code is entered. So if this is the case you DO NOT NEED to enter a supplier code.
Extra Fields
There are 5 extra fields and 1 date field. These fields can be used to store any extra data that does not have a standard field, for example you might enter the import date into the date field. If these are not required leave them blank.
Account Codes
Each product can have 3 General Ledger (GL) code:
- Cost of Good COG – form the costs to be applied to
- Sales – for the income to be applied to
- Stock – for the stock on hand valuation to be applied to
Note, these values are only relevant when working with an accounting application. They have no real bearing on Daylite which is not an accounting application
Product Groups
Are used in Daylite Sales Assistant to allow easy sorting of products for example all spare parts or all Hardware. Products are limited to a single Group. Groupings are also useful for advanced template display. For example on a template it is possible to group and subtotal amounts by there group value. This requires a custom template to be made. Please contact sales if this feature is of interest.
Suggested Units
This figure should be the normal amount of units sold or quoted on. For example if you normally quote 5 units then enter 5 here. Note we recommend that 1 be the default value in your spreadsheet not 0 other wise you will be required to open every line item to get a value.
Plussage or Additional Cost
This figure is useful when you need to allow for any additional fees or costs over and above markup. It can be a calculated value in your spreadsheet that returns a figure. For example, if the buy price has to have landing and preparation fees of 15% added to them. The create a calculation in the spreadsheet to work out 15% of the buy price. This will then result in the following calculation, lets us a $75.67 buy price and a markup of 25%. The math would be:
- Is Bought
- Is Sold
- Is Inventoried (stocked)
These 3 values need to be entered in as either a 0 or a 1, where 0 = no and 1 = yes. If these are not set the default state is 1 for all 3 items. We recommend avoiding this default state as it clutters the product database unnecessarily.
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