Import New Data

Go to Admin > Settings > Data > Import New Data > Categories What is a Category? A category helps us group information so users can easily filter items in the dispensary. There are categories for Ingredients (single ingredients and premix formulas), Products and add on services. For more information on categories,[click here.](https://dispensary-tree.com/help/admin/lists/categories/) Category Statuses A category status can be set to Published, Pending Review, Draft or Admin Only....

Go to Admin > Settings > Data > Import > New Data > Product with Variants Step 1 - Add Product Step 1 – Important You cannot just add a new product with variants in one step. It requires 2 steps. First add the product as a [simple product without variants](https://dispensary-tree.com/help/admin/data/import-new-data/import-new-simple-products/) To add a product with variants, you first need to add the product as a simple product without variants before completing this upload. T...

Go to Admin > Settings > Data > Import New Data > Herb Products A herb products is a custom product you create which contains single herbs and premix formulas. These instructions tell you how to upload many herb products at once, or you can add a herb product manually. Instructions 1. Download the Sample File and Open it Up 2. Fill out the file with the mandatory fields 3. Save and Upload the file to add the custom products to your dispensary Mandatory Fields Please see descri...

Go to Admin > Settings > Data > Select New Data > Select Simple Products in the drop down What is a Simple Product? For Information on the different Product Types, [click here](https://dispensary-tree.com/help/admin/products/) Do you Want to Update Existing Simple Products? If you want to update your existing product information, click Here for step by step instructions. Where do I add prices for my product? Simple Product Import does not include the price of the product. Your ...

Go to Admin > Settings > Data > Import New Data > Supplier Products What are Supplier Products? If you purchase products from suppliers that you use in your dispensary, these are considered supplier products. Most dispensaries will purchase ingredients and simple products from another business which are then re-sold to your customers. Supplier products include single ingredients, premix formula ingredients & simple products. You may have multiple suppliers for the same item. Why d...

Go to Admin > Settings > Data > Import > Select New Data > Add Inventory Do you want to Add or Update a few Items? If you are receiving a new shipment of product from a supplier or you want to add just a few items, it is much easier to manually add it. For instructions [click here](https://dispensary-tree.com/help/admin/inventory/add-inventory/). What is Inventory? Inventory is the stock levels you have of each herb, premix formula or product. It ONLY deals with how much you h...

Go to Admin > Settings > Data > Import New Data > Premix Formulas What is a Premixed Formula? For information about Premix formulas and what they are, please [click here](https://dispensary-tree.com/help/admin/ingredients/). Important to Know Dispensaries are not pre-loaded with premix formulas, because not all dispensaries use the same formulas. You must upload the premixed formulas you want by filling out a CSV/Excel File. Not all fields are mandatory in the upload File, so if ...

Go to Admin > Settings > Data > Import New Data > Herbs Important Note Dispensaries are not pre-loaded with single herb ingredients, because not all dispensaries use the same herbs. You must upload the single herb ingredients you want with a Excel CSV formatted file. To save you time, we have compiled lists of herbs so you can directly import them. Import Ingredients Help Video Access CSV Files to Import NOTE: You will not be able to directly edit these files, you must download...