6.2.2 - How to Create your sale CSV Template

Creating and Importing Sale CSV Templates

Objective

Steps to create and import a sale CSV template for consignments, ensuring all necessary fields are included for successful data import.

Key Steps

Step 1: Accessing the Template Creation Area 0:01

• Navigate to the 'Consignments' section.

• Click on the three little dots (options menu).

• Select 'Import Sale CSV' from the dropdown.

Step 2: Downloading the Template 0:21

• Click on the download link to obtain your template.

• Ensure you have the template file saved on your device.

Step 3: Filling in Required Fields 0:34

• Open the downloaded template file.

• Fill in the following minimum required columns:

  • Lot Number

  • Pen Number

  • Quantity

  • Vendor Name

• You may also add additional columns such as:

  • Breeds

  • Animal Names

  • EID Scans

  • Tag Names.

Step 4: Saving the Template 0:40

• After entering all necessary information, save the template file.

• Ensure the file is saved in CSV format for compatibility.

Cautionary Notes

• Double-check that all required fields are filled out correctly to avoid import errors.

• Ensure the file is saved in the correct format (CSV) before attempting to import.

Tips for Efficiency

• Use consistent naming conventions for lot numbers and vendor names to streamline the import process.

• Consider creating a master template with all possible fields included for future use.

Link to Loom

https://loom.com/share/67301e8eb3b24ab687d1e42c3fcbc92d