Bulk editing replenishment settings with Excel

  • Updated

Use the Excel export and import to update replenishment settings (Min inventory, alert policies, etc.) on many products at once. You export the current settings, edit the file in Excel, and import it back in.

Exporting your replenishment settings

  1. Go to Products in the left menu.
  2. Optionally narrow the list using filters or the search bar, or tick the products you want to update. If you don't filter or tick anything, all products in the current tab are exported.
  3. Click the Bulk actions button and choose Export replenishment settings.
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Small exports download as an Excel file straight away. Large exports are sent to your email when ready.

Understanding the file

Each row in the file is the replenishment settings for one product at one location. A product that is replenished at three different locations has three rows.

The columns you'll work with are:

  • Item number — identifies the product. Don't change this.
  • Product name — there to help you read the file. Don't change this.
  • Location type — either location or group.
  • Location — the name of the inventory location or replenishment group.
  • Variants mode — controls how settings apply to the product's variants. See below.
  • Color/SKU — only used on variant override rows. See below.
  • Min inventory — the threshold that triggers replenishment.
  • Replenishable, Override alerts, Enable alerts, Alert policy — see the field reference at the bottom of this article.

Tip: The file may contain a few extra columns. Only the ones listed above are used today — leave the others alone.

How Variants mode works

A product is normally made up of variants — a Color in different sizes. Variants mode tells the importer how detailed your settings are for that product:

  • product — the same settings for the whole product. The row applies to every variant. Color/SKU stays empty.
  • color — different settings per Color. You add one extra row per Color underneath the product row, with the Color name in the Color/SKU column.
  • variant — different settings per SKU. You add one extra row per SKU underneath the product row, with the SKU in the Color/SKU column.

The first row for a product at a given location is the parent row. Any rows below it with the same Item number and Location, and a value in Color/SKU, are variant override rows.

Example: same Min inventory for the whole product

Item number Location Variants mode Color/SKU Min inventory
1000 Main warehouse product 50

Example: different Min inventory per Color

Item number Location Variants mode Color/SKU Min inventory
1000 Main warehouse color
1000 Main warehouse Black 50
1000 Main warehouse White 20

The Color name in Color/SKU must match the Color used on your variants exactly (the same name shown in the Product profile).

Editing the file

  1. Open the export in Excel.
  2. For each product you want to change, edit Min inventory and any other settings you need.
  3. To add settings for a product that doesn't yet have any, fill in the empty parent row that was exported for it.
  4. To switch a product from product-level to per-Color settings, change Variants mode to color on the parent row and add one row per Color underneath.
  5. Save the file as .xlsx.

Important: Don't change Item number, Product name, or any header text. The importer matches products by Item number — change it and the row will fail.

Importing the edited file

  1. Go to Products in the left menu.
  2. Click Bulk actions and choose Import replenishment settings.
  3. Upload the Excel file.
  4. Click Import.
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Small files are processed straight away and you'll see a confirmation with the number of products updated and any errors per Item number. Large files run in the background and the result is emailed to you.

Field reference

Field Description Accepted values
Item number Identifies the product. Must match an existing product. Existing item number
Product name For your reference only. Not used by the importer.
Location type Whether the row applies to a single location or a replenishment group. location or group
Location Name of the inventory location or replenishment group. If left blank, the default inventory location is used. An existing location or group name
Variants mode How settings apply to the product's variants. Set on the parent row only. product, color, or variant
Color/SKU Only used on variant override rows. Empty on parent rows. Color name (in color mode) or SKU (in variant mode)
Replenishable Whether this product/variant should be replenished at all. Set to No to exclude it from replenishment suggestions. Yes or No
Min inventory Stock level that triggers replenishment. A whole number
Override alerts Whether to override the brand-wide alert settings for this row. Yes or No
Enable alerts Whether inventory alerts should fire. Only takes effect when Override alerts is Yes. Yes or No
Alert policy The inventory alert policy to use. The name must match an existing policy. An existing alert policy name, or empty

Common errors

When the import finishes you'll see a message per Item number for any rows that didn't go through. The most common reasons are:

  • No product found with item number… — the Item number doesn't exist on this brand. Check for typos or trailing spaces.
  • No inventory location found with name… — the Location doesn't match any of your inventory locations. Check the spelling against Settings → Inventory settings.
  • No replenishment group found with name… — same as above, but for replenishment groups.
  • No inventory alert policy found with name… — the Alert policy name doesn't exist. Either create it first, or leave the cell blank.
  • No color group found with label… — the value in Color/SKU doesn't match any Color on the product.
  • No variant found with SKU… — the value in Color/SKU doesn't match any variant SKU on the product.
  • Variant row found under a product-level row… — you added per-Color or per-SKU rows but left Variants mode as product. Change it to color or variant on the parent row.

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