When you sign up with Nobly, your account manager will upload your menu or product list for you. However, if you want to do it yourself, you can as follows:
- On your internet browser, go to app.noblypos.com
- Log in with your username and password
- Click on Products
- Click on Bulk Import
- Go to Import Products and then on the new screen download the CSV sheet to acquire the template.
This CSV sheet will allow for a quick way to upload hundreds of your products. Below is a list of the columns included in the spreadsheet, and what data is required in each column.
PLEASE NOTE: While not all columns are required data, you will need to leave the optional columns in the file (i.e., do not delete them). If you don't need or want to use a column, leave the cells blank. The template needs all columns in place, or it will fail to import, or will upload information incorrectly.
- Name (*required): The name of your product or menu item as you'd like it to appear on the iPad register and Back Office.
- Sku (optional): The barcode number of a product, if you have one - this must be unique for each product. You can enter the number from a product's barcode if it already exists, for easy scanning.
- Category (*required): The name of the category that it will be grouped with. For example, an Americano (product name) could go in a Coffee category.
- Enable Unit Pricing (optional): This is to switch on unit pricing; this will give you the ability to sell a product by weight, for example. If you want to enable this, enter TRUE in the relevant cells. This can be used to set up open-priced products; for example if you want to manually enter a currency value when prices might change often (i.e., daily specials).
- Unit Pricing Label (optional): The label that will appear on products priced by unit; for example KG, lb, etc.
- Enable Complex Inventory Tracking (optional): Type TRUE to enable the ability to track the ingredients that go in to a product.
- Cost Price (optional): The buy-in price for you. Enter a decimal value, i.e., 2.5 (for £2.50).
- Tax (*required): This sets the tax value on the product. Display this as a decimal value. For example, VAT in the UK is 20%; in the sheet, enter as 0.2.
- Retail Price (*required): This is the price you sell the product at to the consumer. Add as a decimal, without the currency sign; for example, £5.95 becomes 5.95
- RPInclude Tax (*required): This sets whether the tax rate is included in the Retail Price you enter. In this column, enter TRUE if it is, FALSE if not.
- Takeaway Pricing Enabled (optional): If a product has a different price when the customer takes it away, enter TRUE
- Takeaway Price (optional): Enter a decimal value here if the takeaway price is different to eat-in (the Retail Price you previously entered).
- Takeaway Tax (optional): The tax rate for takeaway pricing. For example, some products are taxable when eaten in your establishment, but not when the customer takes them away. Again, enter a decimal value.
- Supplier Name (optional): If you want to keep track of your product and where they are supplied from, enter the supplier name here.
Once you have filled this sheet in you must save it as a CSV. To find out how to do so for your office program, follow this link and enter your program name (e.g., Microsoft Excel, Apple Numbers).
Once saved in the correct format, you can go back to the Back Office, and go to Products > Bulk Import > Upload Products > Upload CSV.
You will then need to select your file, and you can review the information by clicking Review and Confirm.
You can also add variations in bulk in the import process. After clicking Review and Confirm, click Variations. Here, you can enter variations as you normally would for an individual product, and then select multiple products using the checkboxes. Click the Assign Variations button. You can do this multiple times.
Once you are done, click Import to finalise the process. Depending on the number of products and variations, your import should take anywhere from 2 to 20 minutes. You can refresh the page you see after clicking Import to view the progress. Once complete, the status column will Complete.