Formatting Instructions
Please save your procurement worksheet as a .csv file and adjust the column headers to use our standard names before uploading. Click the section below that matches your data format:
Type 01: Quantity and units in one column
If your worksheet lists the quantity and the unit of measure in a single column:
- Make sure to name the product column "product".
- Change the quantity column's name to "product_weight".
- Type "type01" anywhere in the first column (like the row just beneath your last item).
| product | product_weight |
|---|---|
| Harissa Paste (Tunisian) 40z EA JAR | 80.000 OZ |
Type 02: Total weight in one column either with, or needing, a separate unit column
If your worksheet shows the total weight, e.g. number of pounds, and either has a separate column identifying the measurement unit or needs it:
- Update the item description header to say "product".
- Update the total weight header to say "product_weight".
- Change the quantity shipped header to "qty".
- If there is a column specifying units, such as kg or lbs name its header "unit".
- But if there is no such column, insert a blank column and name its header "unit".
- Delete any summary or "Total" rows at the bottom of the list.
- Type "type02" anywhere in the first column (like the row just beneath your last item).
| product | Item # | qty | product_weight | unit |
|---|---|---|---|---|
| MILK WHOLE $4/1$ GAL *RG* | 77820 | 1 | 32 |
Type 03: Weight integrated into description
If your worksheet includes the product weight information directly within the product description field:
- Modify the item description header to be "product".
- Modify the quantity sold header to be "qty".
- Modify the "stock unit" or equivalent header to be "unit".
- Delete the "Grand Total" line at the bottom if there is one.
- Type "type03" into the first column, below the last data row.
| product | unit | qty |
|---|---|---|
| CHEDDAR CLOTHBOUND AGED CABOT 30 LB MC | LB | 19 |