Uploading Your Items Using Excel (QSR/TSR)

By Caresse

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If you have a large product list, you can add products to your Management Console ([yoursubdomain].revelup.com) en masse via an Excel upload instead of adding them manually.


Contents


Exporting the Revel Product Template

To import your products to the Management Console via Excel, you must use the designated Revel product template. The system will only recognize the Revel template and will reject all other templates. To export the Revel product template:

  1. In the Management Console, navigate to the Products tab. In the bottom left corner, click the Import / Export button. From the drop-down, choose Products.
  2. In the Export Products section of the next page, choose the following:
    • Export Type: Basic. The basic template contains the most basic product information. It is recommended to use the basic template instead of the advanced template when adding your products for the first time.
    • Option: Check the box next to Export Active Items Only. This will export only your active products to the template. If you need to reactivate inactive products or you want to see a list of all your products regardless of the active status, leave the box unchecked.
    • Auto Field: choose Barcode or SKU. Depending on your choice, the system will generate arbitrary barcodes or SKUS for the products that do not already have them. It will not override existing barcodes or SKUS. Please note: if you are using a barcode scanner, make sure to enter the scannable barcode for your products before you export the list!
  3. Click the Export button:

  4. A Warning window will appear notifying you that Exporting your product list will apply a barcode/ SKU to all products which do not currently have a barcode/ SKU. Click Export to continue with the template download.
  5. Once downloaded, open your Excel file.

Filling Out the Revel Product Template

You will input all product data into the Revel product template. In the template, rows 1-26 provide instructions on how to use the template. You can leave the rows there or delete them. Deleting the rows will not have any effect on your import. However, you must keep all columns and headers the same. If you delete a column or change a header name, the system will not recognize the template upon import. An overview of the template:

  1. Product Class (Column A): The Product Class is an optional field. Fill out the class for each product if applicable.
  2. Product Category (Column B): The Product Category is a required field. Revel houses products in a 3-Tier organization: Category level, Subcategory level, and Product level. The category is the broadest grouping of your products. Some examples of categories are: Lunch, Dinner, Gift Items.
  3. Product Subcategory (Column C): The Product Subcategory is a required field. The subcategory is the 2nd level of your product grouping. It should be more specific than the category. Some examples of subcategories are: Appetizers, Entres, Desserts, and More.
  4. Product Name (Column D): The Product Name is a required field. This is the specific name of the individual item. Eg: Salmon Roll, Steak with French Fries, Chocolate Cake, Pie...
  5. Product Description (Column E): The Product Description is an optional field. The description provides more details about the product. The description is helpful if you use Revel's online ordering platform or have details to include that would not fit in the product name.
  6. Price (Column F): The Price is a required field. This is the retail price. The amount entered in the price field is the amount the product will ring up for on the Point of Sale.
  7. Cost (Column G): The Cost is a required field. This is the amount you paid the vendor for the product. The cost should always be less than the price. If you do not have a cost for your product, enter 0 in this field.
  8. SKU (Column H): The SKU is a required field IF you do not have a barcode entered for a product. You are required to have a barcode OR a SKU for each product. You can have both a barcode and a SKU for a product, but you cannot leave both fields blank. SKU stands for Stock Keeping Unit and is used as a unique reference ID for a product.
  9. Barcode (Column I): The Barcode is a required field IF you do not have a SKU entered for a product. You are required to have a barcode OR a SKU for each product. You can have both a barcode and a SKU for a product, but you cannot leave both fields blank. The barcode serves as a unique reference ID for a product. If you are using a barcode scanner, make sure to enter the manufacturer's barcode or a functional barcode.
  10. Active (Column J): The Active status is a required field. If you want products to display in the Management Console and the POS, mark the status as Yes. If you have products that you no longer sell or were added in error, mark the status as No:

  11. After you have filled out the template, save the file.

Importing the Revel Product Template

Once your product tempalte is filled out and saved, you can upload it to your Management Console in order to transfer the information in the template to your Revel database. To import your product template:

  1. In the Management Console, navigate to the Products tab. In the bottom left corner, click the Import / Export button. From the drop-down, choose Products.
  2. In the next page, scroll down to the Import Products section. Click Choose File and attach your saved product template and then click Import.
  3. A message will appear stating your file is processing.
  4. If any major errors were present in your template, you will receive an instant notification:

  5. Correct the errors and import the file again until you see a message stating your file is processing:

  6. The amount of time it takes for your upload to complete is dependent on how many products are in your file. The more products you have, the longer it will take to process. Once the upload is complete, you will receive a results email. It will be sent to the email address listed in the Import Products section.
  7. Always make sure to check the results email carefully. This is the best way to check that all of your products were added or updated successfully. If an individual product contains any errors, the product will be highlighted in red and the status will be Error. Correct the issue in the template, save the file, and import it again. It is fine to leave products on the template that have already been added to the system. If no changes were made to the existing product, the system will just overlook the product. It will not create duplicates.

Basic Product Template vs. Advanced Product Template

When you export your product template, you can choose a Basic or an Advanced export type. The basic export is recommended when you are adding products for the first time or if you are updating simple data like product names, categories / subcategories, prices, classes, or active status. The advanced template provides you with the main columns in the basic template, plus any additional fields you select. You can use the advanced template to further customize your product details. To export an advanced template:

  1. In the Management Console, navigate to the Products tab. In the bottom left corner, click the Import / Export button. From the drop-down, choose Products.
  2. In the next page, for the Export Type choose Advanced.
  3. You can use the Filter Items option to export specific sections of your product list. You can filter by categories, product groups, vendors, classes, or alternative lookup IDs.
  4. You can use the Export Contents section to add additional fields to your template to further customize your product list. Some notable advanced fields are:
    • Printers: If you have a kitchen printer, you will need to assign the item to the name of the kitchen printer.
    • Hot/Cold: If an item is marked as Cold, it will not be taxed on to go orders.
    • CRV: If you need to enter the California Redemption Value, you can fill out the redemption amount per product in this field.
    • Rewards: If you use Revel's Loyalty & Rewards Program , you can use this option to mark if products are Eligible for Purchase Rewards, assign Point Values, and set Purchase Reward Multipliers.
    • Sold by Weight: This option will export a column that allows you to mark Yes or No for sold by weight. If a product is marked as Yes, a prompt will appear on the POS asking you to weigh the product on an integrated scale or manually enter the product's weight at the time of sale.
    • Allow Price Override: Choose this option if you want to set up a price override for products.
    • Alternate Lookup: This option exports an additional column that allows you to fill out additional reference IDs for your products.
    • Color Code: This option exports an additional column that allows you to enter a color code for products. The color entered for the product will display on the POS. The color options are: Blue, Brown, Dark Purple, Fuchsia, Green, Pale Green, Purple, Red, Tan, Teal, and Orange.
    • Not Returnable: Choose this option if you want to mark that certain products are not returnable. This will prohibit returns for those products on the POS.
    • Product Group: This option exports an additional column that allows you to note the product group the product belongs to. However, the product group must created first on the Management Console.
  5. For Option, check the box next to Export Active Items Only if you want to export your active products only. Leave the box unchecked if you want to export all of your products, regardless of active status.
  6. Auto Field: choose Barcode or SKU. Depending on your choice, the system will generate arbitrary barcodes or SKUS for the products that do not already have them. It will not override existing barcodes or SKUS. Please note: if you are using a barcode scanner, make sure to enter the scannable barcode for your products before you export the list!
  7. Click the Export button.
  8. A Warning window will appear notifying you that Exporting your product list will apply a barcode/ SKU to all products which do not currently have a barcode/ SKU. Click Export to continue with the template download.
  9. Once downloaded, open your Excel file.
  10. To import your advanced file, follow the instructions above under Importing the Revel Product Template.

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