Template Format
Your CSV should have these columns
| Column | Required | Description |
|---|---|---|
| vendor_name | Yes | Name of the vendor (created if new) |
| item_name | Yes | Name of the item |
| description | No | Item description for counters |
| case_price | * | Price per case (leave blank for individual items) |
| units_per_case | No | Units in a case (enables loose unit counting) |
| unit_price | * | Price per unit (auto-calculated if blank and units_per_case provided) |
* At least one price required:
- Case items: Provide case_price + units_per_case (unit_price auto-calculated)
- Case-only items: Provide just case_price (no loose unit counting)
- Individual items: Provide just unit_price (no case counting)
Example Data
Different item types shown below
vendor_name,item_name,description,case_price,units_per_case,unit_price Sysco,Dinner Napkins,White 2-ply 1000ct,45.99,10, US Foods,Chicken Breast,Frozen boneless 40lb case,89.99,, ABC Supply,Replacement Blade,Single blade for slicer,,,12.50 Performance Food,To-Go Containers,9x9 hinged 200ct,52.00,200, Pepsi,Cola 2L,2 liter bottles 6pk,12.99,6,
What each row means:
- Napkins: Case item ($45.99/case), 10 units per case = $4.60/unit auto-calculated
- Chicken: Case-only ($89.99/case), no loose units tracked
- Blade: Individual item only ($12.50 each), not sold by case
- Containers: Case item ($52/case), 200 units = $0.26/unit
- Cola: Case item ($12.99/case), 6 bottles = $2.17/unit