Import Supplier Products

Import Supplier Products

Import Supplier Products

Supplier Products represent the items you purchase from your suppliers, such as single herbs or premix formulas. Importing supplier products allows you to create purchase orders and track supplier-specific SKUs, pricing, and product details.

Before importing, you will need product data from your suppliers and must ensure suppliers already exist in your dispensary.


Where to Import Supplier Products

Navigate to:

Admin > Settings > Data > Import New Data > Supplier Products


Before You Begin

Before starting the import:

  1. Contact each supplier and request their product list in Excel or CSV format

  2. Ask for the following key information:

    • SKU#

    • Product Name

    • Total weight or volume

    • Product price

Optional but helpful fields include:

  • Barcode (UPC / EAN)

  • Brand

  • MSRP

  • Shipping weight


Why Import Supplier Products?

Adding supplier products allows you to:

  • Match supplier items to your internal herbs or premix formulas

  • Create and manage purchase orders

  • Track supplier-specific SKUs and pricing

For more information on purchase orders, see the related help article.


Step-by-Step: Import Supplier Products

Step 1: Ensure the Supplier Exists

Before importing, the supplier must already exist in your dispensary.


Step 2: Locate the Supplier ID

  1. Go to Admin > Lists > Supplier

  2. Locate the supplier in the list

  3. Copy and save the Supplier ID — you will need this for the CSV file


Step 3: Identify Product Type

Determine whether the supplier sells:

  • Single Herbs

  • Premix Formulas

  • Or both

This guide focuses on single herbs, but the process is identical for premix formulas.


Step 4: Export Your Single Herbs

Export your existing single herbs from the system.
This export contains the Herb ID, Herb Name, and Herb Type, which are required to match supplier products correctly.


Step 5: Download the Supplier Product Sample CSV

  1. Go to Admin > Settings > Data > Import New Data > Supplier Products

  2. Click Download Sample File

  3. Open the CSV file on your computer


Fields in the Supplier Product CSV

The following fields may appear in the supplier product import file:

  • Herb ID

  • Herb Name

  • Herb Type

  • Item Type

  • Name of Product

  • Supplier SKU#

  • Brand Name

  • Supplier ID

  • UPC#

  • EAN#

  • Selling Price

  • MSRP

  • Shipping Weight

  • Weight / Volume

  • Measurement Type


Required Fields (Minimum)

Not all fields are required. To successfully add a supplier product for a single herb, you must enter:

  • Herb ID

  • Herb Name

  • Herb Type

  • Name of Product

  • Supplier SKU#

  • Supplier ID

  • Selling Price

  • Weight / Volume

  • Measurement Type

The Herb ID, Herb Name, and Herb Type should be copied directly from your Single Herb export file to avoid errors.


Completing the CSV File

Follow these steps to complete the file:

  1. Copy Herb ID, Herb Name, and Herb Type from your herb export into the supplier product CSV

  2. Enter the supplier’s product name that corresponds to each herb

  3. Enter the supplier’s SKU#

  4. Enter the brand name (optional)

  5. Enter the Supplier ID

    • If the file contains only one supplier, you can copy this value down the entire column

  6. Enter UPC and/or EAN numbers (optional)

  7. Enter the price you pay for the product in the Selling Price column

  8. Enter the MSRP (optional)

  9. Enter the shipping weight (optional)

  10. Enter the weight or volume number only (e.g., 500)

  11. Enter the measurement type:

    • g

    • kg

    • ml

    • oz


Step 6: Save and Upload the File

  1. Save the completed CSV file

  2. Go to Admin > Settings > Data > Import New Data > Supplier Products

  3. Upload the file

Once uploaded, the supplier products will be linked to your herbs and available for purchase orders.


After Import

After importing supplier products:

  • You can create purchase orders using supplier-specific items

  • Supplier pricing and SKUs will be available during ordering

  • You can manage supplier products alongside inventory and purchasing workflows


Best Practices

  • Always copy Herb IDs directly from the system export

  • Confirm Supplier IDs before uploading

  • Use exact measurement types (g, kg, ml, oz)

  • Start with one supplier per file if possible to reduce errors


Need Help?

If you encounter issues importing supplier products, contact support and include:

  • The CSV file you uploaded

  • The supplier name

  • Any error messages shown during import

We’re happy to help.

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