Assign UOM to products via Excel

In this article you will learn how to assign UOMs to multiple products by using an Excel template. This will also allow you to edit multiple UOMs already assigned to products.

Why you will need this:

You can assign UOMs to products in the “Product Details” screen. This is good and efficient for a few products. To mass assign UOMs to several products, it is better to do it by using the Excel template.
If you already have UOMs assigned to your products but they are missing some information such as UPCs, it is more efficient to do it by using the Excel template.
For information on what UOMs are and why they are important, refer to this article. This article also explains how to manually assign UOMs to a product.

Downloading the Excel template:

You can download a blank copy of the Excel template to fill it out with the different UOMs to be assigned to the corresponding products.

1- Click on the “Settings” menu option:

2- Click on “Units of Measure” menu:

3- If you haven’t downloaded the Excel template, click on the download icon (cloud icon with arrow pointing down):

4- Select the option “Template to assign existing UOMs to products” and click on Download:

5- The Excel template is downloaded to your computer. Proceed to open it:

The template is made out of 5 columns:

A- Part Number: The part number of the product to be assigned the UOM. This needs to be a part number that already exists in your SwiftCOUNT company. Click to see how to add/import products. Click how to add products manually.

B- UOM Code: The code of the UOM to be assigned to the product. This needs to be a UOM code that already exists in your SwiftCOUNT company. Click to see how to create UOMs.

If the combination of part number & UOM code doesn’t exist yet, the assignment will be made with the information included on the template for it.

If the combination of part number & UOM code already exists, it will be treated as updating the assignment with the information included on the templated for it (e.g. changing the conversion factor, adding a UPC code or making the UMO the default one for that product).

C- Conversion Factor (optional): Indicates the conversion factor of the product/UOM assignment. If no conversion factor is specified, the conversion factor given to the UOM will be applied. This applies to both new and existing product/UOM assignments.

D- IsDefault (optional): Specifies if the product/UOM assignment will be the default UOM for the product (e.g. the bottle of milk will be tracked in Cases (CS) instead of the master Each (EA) UOM).

Leaving this field blank indicates that the assignment will not be the default one.

Boolean values will be accepted: (1,0), (Yes,No), (True, False).

If you are updating the master UOM Each (EA), and the product doesn’t have any other UOM assignments, if you specify IsDefault to false, it will be ignored.

E- UPCCode (optional): It allows to add/update a UPC code to the product/UOM assignment.

An assignment that has the value of UPC blank (empty) will be ignored. If the assignment already exists and it has a UPC value, it will will not be removed. To remove a UPC from a Product UOM, you can do it from the edit product UOM pop up screen:

Removing a UPC from a product UOM assignment.

UPCs are unique, just like part and serial numbers. Adding UPCs to the Excel that are already assigned to other UOMs will result in the specific assignment to be rejected.

6- Once you have filled out the Excel template with the product/UOM assignments you want to make, proceed to upload it. To do this, click on the upload template button (icon of a cloud with an arrow pointing up):

7- Select the “Assign existing UOMs to Products” option and then Next:

8- Select the Excel template from your computer and click on Upload.

9- The “Pre-Assessment” pop up screen will display the results of the analysis of your Excel template:

This screen will show three tabs and will list the assignments in your template in them based on the assessment results:

-Inserted: there are no issues and they will be inserted as specified.

-Warnings: the system made assumptions and will insert the assignments based on these assumptions. You can review them and if don’t agree with them, you can cancel the upload, make adjustments and try to upload again.

- Failed: There are errors that need to be corrected before the assignments listed can be uploaded. You can cancel the upload, fix them and try again or simply ignore them and proceed to upload the assignments on the other tabs.

10- Click “OK, CONFIRM” button to proceed with the upload.

11- The upload is completed and the pop up screen closes.

You can review your assignments by going to each product details screen and reviewing the UOMs assigned: