Catalog

You may import your product (and service) catalog, or enter it manually if it isn't too large.

• Bear in mind that if you are importing order history, every line item must be in the catalog!
• It is easiest if you import the framework for all items, but then add the "romance copy" from within CompleteDTC just for the products that are active.

Here are the fields we import:

• sku -- the unique alphanumeric string that identifies the item
  • it is a best practice to use underscores rather than spaces (CH_14_750 rather than CH 14 750)
  • this is a good time to re-think your SKU-naming conventions, to set up a solid framework for the future; feel free to ask us about our recommendations
• description -- a free-form text field that describes the item (e.g. 2014 Estate Pinot Noir - Box Vineyard)
• image -- the filename of the image for this item [optional]
  • acceptable formats are .png, .jpg, or .gif
  • filename must be alphanumeric with no spaces or special characters
  • remember to upload each image in Marketing Resources (you can send us a Zip file with multiple images)
  • images should be less than 500px by 500px
• cluster_id -- the id for the catalog section of this item
  • before importing your catalog
    • create your Catalog Sections on the Administration page
    • then click the display list of IDs link at the bottom of Catalog Sections to use as a reference.
    • for each product in your catalog, assign the appropriate Catalog Section ID as the cluster_id
• sku_type -- this classification determines how the item is handled (with regards to compliance, required fields, etc.)
  • options: alcohol, other, group
    • group is used for items that have different sizes, colors, etc (like t-shirts)
• the following elements are only for alcohol item types
  • has_alc -- set to 1 if item contains alcohol, 0 if item does not contain alcohol
  • wine_type -- options: red, white, rose, sparkling, orange, port, dessert, other
  • alc_pct -- the alcohol percentage (e.g. "14.3")
  • alcohol_mls -- the number of milliliters in the container (e.g. "750")
  • alcohol_type -- options: non_wine, still, sparkling_natural, sparkling_carbonated, fortified, beer, cider, spirits
  • vintage -- 4-digit year for items where a vintage applies
  • alcohol_country -- two-letter abbreviation for item's country of origin
  • alcohol_state -- if country is US, the two-letter abbreviation for the item's origin state
  • alcohol_ava -- appellation / origin of item
  • alcohol_src -- if alcohol_type is wine, the source.
    • options: grape, flower, maple, rice, vegetable, fruit
  • varietal -- varietal of item
  • ttb_cola_id -- TTB-issued COLA number of item
• price_base -- the list price of the item (2 decimal positions, e.g. 123.45)
• availability -- sets the item's overall availability
  • options: yes, no, sold_out, w_coupon, club_only, allocated, call_for_avail
• store_N -- sets whether an item is available in a store N
  • before importing your catalog
    • create your Stores on the Administration page
    • then click the display list of stores with IDs link at the bottom of Stores to use as a reference.
  • create store_N columns for in the import spreadsheet for each of your stores (e.g. store_1, store_2)
  • for each product in your catalog, set the store_N columns to indicate if the item is available in that store:
    • set to 1 if item is available in the store, 0 if item is not available in the store
• retired -- set to 1 if the item has been retired, 0 if item has not been retired
• ship_weight -- the weight, in pounds (e.g. "3.5") of the item
• num_bottles -- the number of bottle slots used for the item (only relevant if you are using a third-party logistics company that prices according to bottle-count rather than weight)
• needs_own_box -- set to 1 if the item must ship separately from other items in an order, otherwise set to 0
• min_ship_speed -- defaults to ground; may be set to 3_day, 2_day, next_day, pickup, or no-ship
• taxable -- set to 1 if an item is taxable, 0 if not
• inventory_type -- either inventory or none (see note, below)
• paragraph -- overview of item

Inventory

Even if you do not plan to track inventory, you should set the inventory_type for physical items to inventory as doing so enables a lot of functionality. There are six possible settings:

• inventory -- for physical items, such as a bottle of wine or a jar of jam
• service -- for services rendered
• virtual -- for virtual tastings and other things delivered over the internet
• assembly -- for groups of items (e.g., a case of wine, or a gift basket)
• future -- for things sold now but delivered later, such as a bottle of wine
• none -- for items you don't find value in tracking

Both assembly and future items should be set up after you have imported the rest of your catalog.

Flags

There are a number of flags that may be set, either during import or after-the-fact:

• featured -- if set to 1, the item will be shown wherever featured items are to be displayed; if you do not wish for item to be featured, set to 0
• show_on_tasting_menu -- similar to featured; items with this flag set will be displayed on the tasting menu on the website, if you enable that capability
• is_tasting -- set to 1 if the item is a tasting fee; otherwise set to 0
• no_discount -- set to 1 if the item may not be discounted even if the overall cart is discounted; otherwise set to 0

You can download the catalog import template HERE