This guide shows you how to create units in effectmanager using an export file.
If you want to create or edit more units at once, this can be done using the export file in effectmanager.
Creating a unit using the export file follows the same steps as creating a product. The difference is in the way the export file is filled out.
👍Pro-Tip: When creating units using the export file, you must also export the products that are on the units and then create the units in the exported file.
Add Unit
1. To create a new unit using the export/import file navigate to products.
In the top menu press Settings and then select Products on the side menu.
Press the button and select Export.
2. In the pop-up window, select the categories that contain products that are on the units you wish to create.
All categories and products are exported if nothing is selected.
3. When creating a new unit in the export file, it is important to do the following.
- Leave Column B (UnitId) empty when creating new units.
- Copy the following columns from the products you want to add to the unit:
Column A (ProductId), Column C (ProductGroupId), Column D (EAN), Column E (Measure), Column F (Amount) and Column G (Active) - Fill out Column H (Unit Type) with the code for the unit type you want to create:
1 = Colli, 2 = Pallet and 3 = Mix Pallet
NB! Unit Type 1 (Colli) and 2 (Pallet) can only have one connected Consumer Unit. - Fill out the unit's master data:
Column I (UnitName), Column J (InternalNumber), Column M (OrderEAN) - Add the products to the unit by copying Column L (Name) to the unit.
NB! If you have POS data copy Columns N (Category) to Column S (Optional4) - When the products are added to the unit, fill out the Colli size.
4. When you have made the changes to your file, save it and import it to effectmanager.
In the top menu press Settings and then select Products in the side menu.
Press the button and select Import.
5. In the pop-up window, find your file by pressing Browse and then press Upload.
A new pop-up informs you that the import has started.
6. When the import has completed, you will receive an email notification.
Your new unit/corrections have now been imported and can be found accessing your Units tab.
If you are looking for a guide that shows you how to add Retail Chains to units, please use the guide for adding Retail Chains to products as it follows the same steps.
If you are looking for a guide that shows you how to add prices to units, please use the guide for adding prices to products as it follows the same steps.
Download our printer-friendly guide here