i) Using File/Upload Download

Catalogue Item File

Open your Catalogue Item File in Microsoft Excel and fill in the Catalogue Item File’s fields with relevant information
Fields highlighted in grey shading with bold text in the table below are mandatory fields and must contain data

HTML can be used for the ProductDescription and SpecialInstructions fields if required. Keep field text all on one line (or one cell in Microsoft Excel) and do not use carriage returns or it will cause issues with the upload. Instead, use the <br> tag to add line breaks

Field	Description	Example Value
ProductCode	The code of the product	B100
ProductName	The name of the product	Corona 24 Pack Carton
ProductDescription	A description of the product, keep all descriptions on one line (65000 character limit)	This is a bottle of Beer.<br>It’s very refreshing.
CategoryLevel1	The first level category (Beer -> Lager -> Cartons)	Beer
CategoryLevel2	The second level category (Beer -> Lager -> Cartons)	Lager
CategoryLevel3	The third level category (Beer -> Lager -> Cartons)	Cartons
UNSPSC	United Nations Standard Products and Services Code	-
ManufacturerName	The name of the manufacturer	Generic Beer Co.
ManufacturerProductCode	The manufacturer’s product code	BEER01
SpecialInstructions	Can be used in addition to the description (400 character limit)	This is a second description
UnitOfMeasure	The unit for measuring an item (2 character limit e.g. EA for each)	EA
Weight	Shows an items weight on the website (unrelated to freight)	7.92kg
Size	Shows an items size on the website (unrelated to freight)	-
FreightChargeApplies	The item weight value used for freight rules based on weight e.g. 1 for 1kg or 100 for 100g	0.6 or 600
LeadTime	Time (in days) that it will take for item to be processed.	2
MinimumOrder	The minimum number of a products that must be ordered	1
StandardPrice	The standard (regular) price of a product	3.20
GSTRate	The Tax rate for an item	10
Priority	The higher (1 being the highest) the priority value the sooner it is shown in a category list.	10
IsHidden	Shows (0) or hides (1) a product on the website.	0
AllowStockLevels	Shows (1) or hides (0) an item’s stock balance set in StockBalance	1
StockBalance	Shows (1) or hides (0) the amount of stock on hand for the item	235
AllowNegative	Enables (1) or disables (0) backordering of items for customers	0

Upload a Catalogue Item File

From the Control Panel go to File Upload/Download (Administration > File Upload/Download)
Click the Upload Files tab and select Catalogue Items File from the dropdown menu
Click Browse and select the file you want and click Open
Select the appropriate option from the Action dropdown
- Create New Catalogue Version: Creates a new catalogue which will become active by default, changes appear on the website straight away (recommended)
- Modify Existing Catalogue Version: Appends new items to the current active catalogue version in Ecommerce > Catalogue Versions
- Perform validation and display errors: Reads the file and checks for any errors and displays them (recommended before an upload)
Check or uncheck the Set Version Active checkbox
- Checked: New catalogue will be active and available on your website once the upload is complete (recommended)
- Unchecked: New catalogue will be inactive and will need to be turned on in Ecommerce > Catalogue Versions
Enter a descriptive name into the Catalogue Version Name field
Click Upload
The Catalogue Item File is uploaded and immediately processed
Once complete you can view the upload messages, this will inform you of any errors during processing

Freight File

You can download a copy of your existing Freight matrix from the Control Panel under Ecommerce > Freight.

Click Create File to generate a file then click the New File Created link to download it.

Open your Freight File in Microsoft Excel and fill in the Freight File’s fields with relevant information
Fields highlighted in grey shading with bold text in the table below are mandatory fields and must contain data

Field	Description	Example Value
FreightName	Freight text value viewable to the customer during the checkout process	Standard or Express
FreightMethod	Internal Freight rule name viewable in the Control Panel	Freight-Melbourne (V1)
EffectiveType	How the freight will be restricted e.g. POSTCODE or COUNTRY	POSTCODE
EffectiveCode	Value for the EffectiveType e.g. 5000-5100;5400-5999; (POSTCODE) or ;NZ; (COUNTRY)	3000-3210;
UseFlatRate	1 (Use a flat rate) or 0 (Use a calculation) for Freight	0
UnitType	1 or 0.	1
UnitCost	Cost for each unit on top of BaseAmount e.g. $2.50 Cost for each item in cart	2.50
BaseAmount	Base cost for Freight before adding Unit Cost e.g. $15	15.00
BreakType	the type of freight rule e.g. COST, FUNIT, PUNIT or X	COST (Price) FUNIT (Weight/Cubic) or CUNIT (Count)
BreakLowerLimit	The starting or lowest value for the rule e.g. 0 kgs or grams	0 (0 kgs or grams)
BreakUpperLimit	The ending or highest value for the rule e.g. 3 kgs or 300 grams	3 (kgs) or 300 (grams)
Active	1 (sets the rule active) or 0 (if BuyerSpecific is being used)	1
TaxPercent	The tax rate for the Freight rule (should be 10 for GST)	10
BuyerSpecific	If the Freight rule will be manually assigned to buyers in Manage Buyers	0

Upload a Freight File

Buyer File

As a part of a website project we can perform a once off upload of customer accounts. This is achieved via a Buyer File, although some additional files may also need to be provided depending on your customer records. You should populate this file with all the accounts that you want to login to the website upon launching it. See the legend below for a description of what each field is for and also the file (attached) for an example of the data we will require.

Please extract the customers from your accounting system and add the data to the buyer file format. Once complete please return the buyer file to us for review.

The "Seller Reference" is the defining record of your customer as per your accounting system. It is very important for this to be accurate.
There may be additional fields to the ones below. These should be covered in documentation you receive from Straightsell.

Field	Summary	Example
BuyerName	The customer's company name.	Building Co
Address1	The first part of the customer's address	123 Main Street
Address2	An optional second line for a customer's address	Corner 1 and 2 Streets
City	The city or suburb	Melbourne
State	The state	VIC
PostCode	The post code	3000
Country	The country	AU
Fax	If a customer has a fax number	12348888
AdminName	The full name of the customer.	John Smith
AdminEmail	The email address of the customer. Should match BuyerUserName if using email addresses as usernames	john@buildingco.com
AdminPhone	The phone number of the customer	0499123999
ABN	Australian Business Number	123456789
BuyerUserName	The usename of the customer. Should match AdminEmail if using email addresses as usernames	john@buildingco.com
BuyerPassword	A generic password can be entered here as customers will be sent a link to set their own	Password99
BuyerType	2 for an Administrator (full access to all logged in funcitons) or 1 for a Standard User (more locked down access)	2
ApprovalStatus	1 should be set here, 0 will mean Buyers aren't approved and will not be able to login.	1
DefaultTerm	The default payment term for a Buyer. Only one can be set here.	Credit Card
RestrictView	N/A
RestrictViewBy	N/A
DefaultStore	N/A
SellerReference	Must match the customer's reference in the accounting system.	BUILDINGCO
StartPage	N/A

Payment Terms File

Field	Summary	Example
BuyerReference	Must match the customer's reference in the accounting system.	123
PaymentTerm	Match the payment term found in Ecommerce - Payment Terms	Credit Card

Delivery Address File

Field	Summary	Example
Seller Reference	Must match the customer's reference in the accounting system.
Address Name
Address 1
Address 2
Suburb
State
PostCode
Country
Special Instructions

Account Manager Assignment

Field	Summary	Example
BuyerReference	Must match the customer's reference in the accounting system.	123
AccountManagerUserName	The CMS username of the Account Manager found in Manage Users	Credit Card