Heritage SKU Import Wizard

As part of the Heritage Integration, you can use the Heritage SKU Import Wizard to add your Heritage SKUs quickly.

Go to Operations / Inventory / Heritage SKU Import Wizard

1. Select at least a Major or Minor Category to view SKUs – you may select both if that helps refine your Search.
2. Optional You can further refine your Search by selecting a Supplier.
3. Once you are satisfied with your Search parameters, click Lookup

A message will display, letting you know that it will take a few minutes for the results to load. If you have left the Search parameters wide, such as only selecting one Category, it will take longer to load.

Once the SKUs have loaded, you can select which ones to include in the import.

1. Click the box next to each SKU you want to include in the import. To include all SKUs, click the box next to the Heritage header.
2. After you have selected the SKUs you want to include in the import, click the Import SKUs button. The number of SKUs you are importing will appear in the button.
3.  Review Categories allows you to select which Categories these SKUs will be imported to. You can copy the Heritage Category, create a new Category, or select one of your existing Categories.
4.  When you click Next, you’ll receive the message reminding you to go map new Categories to the correct GL Accounts.
   1. REMEMBER! If you are adding a new Category that you created or copying a Heritage Category, don’t skip this step.
      
      
5. On the Set Retail Margin and Import SKUs page, determine what margin you want to set these SKUs at.
   1. The integration does not support Fixed Pricing since Heritage cannot know what your Fixed Prices would be in order to adjust prices. If you use Fixed Pricing, leave the default Retail Margin to get the SKUs imported. Just remember you will need to go in and change each of the SKUs from Margin to Fixed Price.
6. When you’re ready to import, click Import.
7. Click Yes to confirm you’re ready to Import.
8. LOU will take it from there and you can leave and take care of other business.

Import Complete

Once the import is complete, you can go to inventory and locate those new SKUs under the same Category you used in Search parameters. Make sure you take care of these items:

1. Don’t forget to head over to Map Inventory to Financials if the import created new SKU Categories.
2. If you prefer to use Fixed Price, you must go into the SKU(s) and update the Price from Profit Margin to Fixed Price.
3. When you’re importing multiple SKUs, the easiest way to do this is by using the SKU Mass Update Import.
   1. On the SKU Mass Update screen, filter for the same Category(ies) you used to import and select Heritage as your Vendor.
   2. Export the update template.
   3. Edit the template to change Profit Margin to Fixed Price and enter the Price value.
   4. Follow the steps to import the template and make the changes to the SKUs.

If you are concerned an import may have failed, you can look up the information by going to the LOU Audit Log found in Operations / Reports.