Product Lookup

Product Lookup

Product lookup is a method to provide product information that isn't collected with sales records. Product lookups can be created in Packing Partner or imported from an external file from Tools>Lookup.

When sales records are collected, imported or transferred, their products are matched against the lookup. The product fields are updated from the data in the lookup.

Matching products

The search for matching products stops, when the first match is found. The product details are updated with data in the other columns. Any lookup columns that don't have data are ignored.The field that you use to match products by, will depend on the information contained in your sales records.

Wildcard Matching

You can wildcard match by using the * (asterisk) symbol at the beginning, end or both beginning and end of the text you want to match.

This is applicable to SKU, Code and Title.

For example:

To match any SKU that starts with T-SHIRT, you would enter: T-SHIRT*

To match any SKU that ends with T-SHIRT, you would enter: *T-SHIRT

To match any SKU that contains T-SHIRT in it, you would enter: *T-SHIRT*

To match any SKU, you would just enter: *

This is useful to broadly match products and apply the same information to your sales. For example if all your products are pencils, and have tariff code 12345: Title: *, HS Name: Pencil, HS Code: 12345

Matching other fields
The same applies to the Title and Code fields, when used to match products. If you have Match only SKU selected, then you must would want to use SKU instead of Title, in the above example.

Fields used for lookup

SKU

SKU can be used to match a product, or update one if the product is matched by Code or Title. You can confine the match to using only the SKU column with the checkbox at the bottom of the Product Lookup Dialog .

Code

Code can be used to match a product, or update one if the product is matched by SKU or Title.

Title

Title can be used to match a product, or update one if the product is matched by SKU or Code.

You can use a partial title to match products that have the same beginning. eg. using My product as a lookup title will match My product small and My product large .

Location

Location to add to the product details.This can be used for sorting sales in Records view, and adding to your Layouts. This could be your own bin / stock locations, eg. BAY6F-6 .

TaxRate

The tax rate for the product. The simplest way to use this field is to use the VAT settings, but update products that are zero or reduced rate VAT.

Image

URL of the product image.  Providing a URL for an image will overwrite a product image from the sales channel.

Weight

In the internal lookup, weight must be specified in Kgs . In an external import, weight is specified as Grams or Kilos in the header row.

Package

A numerical value used to select a package or postal service for each parcel. e.g. If 2 of a product will fit a large letter then more than 2 must go parcel ; use a value of 0.49 . When there is 3 of the same product, you can create a shipping rule that says a package value >1 is packet , and <1 is large letter .

Width, Height, Depth

All three must be specified, otherwise they will be ignored. Specified as the packaged dimensions of a product. When more than one product is ordered, they are added to give an optimal overall size. This may not be the actual size of the parcel, just the size it will fit into .

HS Code

This is the 6 digit Harmonised System Code or Trade Tariff Code for the product. This field be uploaded to carriers (where applicable) for international shipments.

HS Name 

Customs description for the product.  This field be uploaded to carriers (where applicable) for international shipments.

ISO

ISO (2 digit) code of country in which the goods were produced, manufactured or assembled.  This field be uploaded to carriers (where applicable) for international shipments.

Importing lookup data

When creating an external file the format can be:

.csv, .txt Comma or Tab delimited with carriage returns between lines.

.xls Excel spreadsheet format.

.xlsx open XML spreadsheet format.

All formats must have the following header and columns, even if they contain no data:

SKU Code Location Title Kilos or Grams TaxRate Image  Package    Width     Height         Depth     HS Code     HS Name     Origin

SKU

The SKU to match the product by, or to add to the product details, if it is matched by Title or Code.

Code

The Code to match the product by, or to add to the product details, if it is matched by SKU or Title.

Location

Location to add to the product details.

Title

Product title that can be used to match

TaxRate

Tax Rate to add to the product details.

Image

URL of an image to add to the product details.

Kilos/Grams

Weight to add to the product details. Use either Kilos or Grams in the header row to specify if the data is in Kilos or Grams.

Package

Package value to add to the product details. This is a numerical value used to select a package or postal service for each parcel. e.g. If 2 of a product will fit a large letter then more than 2 must go parcel ; use a value of 0.49 . When there is 3 of the same product, you can create a shipping rule that says a package value >1 is packet , and <1 is large letter .

Width, Height, Depth

The dimensions to add to the product details, when it is matched by Title, SKU or Code. All three columns must be specified, otherwise they are ignored .

Specified as the packaged dimensions of a product. When more than one product is ordered, they are added to give an optimal overall size. This may not be the actual size of the parcel, just the size it will fit into .

HS Code

This is the 6 digit Harmonised System Code or Trade Tariff Code for the product.

HS Name 

Customs description for the product.

ISO

ISO (2 digit) code of country in which the goods were produced, manufactured or assembled.

Mapped Product Codes 

Where a sales channel allows you to enter product details field such as Custom Label on eBay or Merchant SKU on Amazon, you can enter coded information about the product.

The codes use are a simple letter followed by a colon then the value, e.g S:123 K:1.2 would be mapped as SKU=123 Weight in Kilos=1.2

The code than can be used are:

S: SKU
C: Code
L: Location
T: Percent tax rate
K: Weight in kilos
G: Weight in grams
P: Package value
W: Width in mm
H: Height in mm
D: Depth in mm

To specify a product that has dimensions of 80 x 100 x 200 and weighs 0.8 kgs use: W:80H:100:D:200K:0.0

Spaces before or after values is optional, but there must be no space between the code and the colonW:80 D:100... is the same as W: 80 D: 100 ...