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.
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 colon: W:80 D:100... is the same as W: 80 D: 100 ...