tl;dr - 3 ways to add new products

(1) Add them manually, one by one

(2) Bulk upload using CSV

(3) Product Sync from Xero

Add New Product (one-by-one)

As straightforward as you can get. Add the critical info about your product, choose a category, name your price, and write a description. This info will all be seen by customers should they log into your B2B portal and don't forget to add a picture, it increases sales!

Pro-tip: Use SKUs. If you don’t have them, just make something up and use it from now on, it’ll be very helpful. Never again ask yourself "did they want the Pappy Van Winkle 23 or the 15?"

Pro-tip: Products look better with pictures and our pictures look best when they’re square, 300x300 works well.

When adding single products in step 2 you will be asked to assign any Tier Pricing.

We'll cover that more in-depth on the Pricing FAQ, but here's the highlights: add

Tier Pricing = discount ($ or %) available to all customers based on volume of products.

Special Tier Pricing = discount ($ or %) available to specific clients who you assign the price to.

Bulk Upload: Import / Export Product

Just getting started or making the annual pricing updates? It's a bit of a pain to go product by product, so we built in a nifty export and import option.

The bulk upload feature allows you to do the following:

  • Import new products

  • Update existing product's name, category, price, SKU number, description, stock level and tier pricing

If you're doing your initial setup, you'll want to choose "Upload CSV" and you'll see this...

From here you can "download a CSV template" which will come as an Excel file. That looks like...

You can input as many products as you want, select from the category dropdowns, input your SKU, set the initial inventory in your warehouse, and input any Tier Price discounts you have.

Pro tip #3 - avoid making changes to the headers in the file; the system tends to be confused when you do and may throw an error.

When you've got your list ready to go you're going to need to do a "Save As" and choose the file type "CSV" or "Comma Separated Value" for the upload.

If you already have products in the system when you Export you'll get an Excel file that will include all your products, pricing, descriptions, everything from the single product page, except not your Special Tier Pricing or your pictures and it will look like this...

From here you can edit all the products you want, pricing, description, inventory, etc.

The "id" column on your Export is a system-generated number that helps to avoid creating duplicates if you change the name, etc. Don't change it.

Product sync from Xero

If you have integrated OrderEZ to your Xero account, products set up in Xero will be matched and sync to OrderEZ.

Already completed the Xero integration, but have new products to add, or updates on existing products? Easy. You can click on the product sync button to do this.

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