Overview
After uploading your product data, you can review and modify the details, delete unnecessary items, or add new ones. This ensures all product information meets your sourcing event requirements before proceeding to the next step.
Steps to Upload, Edit, and Manage Product Data
1. Navigate to the 'Products' Section
Open your sourcing event in edit mode and go to the 'Products' step, or use the navigation menu on the left-hand side.
2. Select an Upload Option
You can upload product data in four ways. Choose the method that works best for you. There is an area for uploading files or copy data on top of the page.
Paste a Table or File
Click the dotted area in the center of the screen.
Paste your data directly or upload a preformatted file (e.g., CSV, Excel).
Drag and Drop
Drag your file from your computer and drop it into the dotted area.
Browse and Select a File
Click the folder icon or "Browse" link in the instructions.
Select your file from your computer's file explorer.
Manually Add a New Product Group
Click the 'New Product Group +' button at the bottom of the page.
Fill in the product details manually (e.g., name, category, quantity, etc.).
Tips:
Before uploading or copying product data, the data must be clean without merged cells, etc.
If the file or copied data contains empty columns, SourceMagnet will treat it as information you want to receive from the bidders.
Empty rows will be removed during the import.
3. Review, Edit, and Map Your Product Group Data
In this step, you configure the product group table and the columns.
Give the product group a name:
Enter a name for the product group
The name will be automatically set if the sheet tab in the Excel file has a name
The table will display two sections:
Information from Buyer: Includes columns like Description, Unit, and Quantity.
Information from Supplier: Includes fields such as Unit Price.
Verify Mandatory Fields:
Ensure every product group includes the mandatory fields:
Quantity under Information from Buyer.
You can map Quality to another column in the imported data.
Unit Price under Information from Supplier.
Edit Product Group Data:
Edit data if needed and select the correct field type
Available field types are
Text
Number
Boolean (checkbox)
Quantity (mandatory field)
Add or Remove Product fields:
To add a product field, click the "Add product field +" button at the bottom of the section for "Information from buyer" or "Information from supplier" and input the required details.
Save product group:
Click on the button "Save product group" to save it, on the next step you can edit the products
4. Edit the Products
Edit products details
Add more products by clicking on the + button at the bottom.
Delete products by clicking on the trash bin icon behind a product
Delete a product group by clicking on the trash bin icon behind the product group title
You can add more product groups by starting on step 2 in this guide. There is a drop-and-brows section at the top of the page.
5. Proceed to Next Steps:
When all products are finalized, click Next at the bottom of the page to continue to the next step of the sourcing event.