For ease of editing you can export your own products to an Excel spreadsheet to make changes and add new products and then import back into EQ. It can be quicker than adding your own products manually. For this import the spreadsheet must be kept in the pre-set format with the same columns in the same order but there is no limit to the number of rows you can add.
To import a spreadsheet you have received (from elsewhere, not in an EQ format), see the topic Import from Other Formats.
Export
1. Click the My Catalogue button to show any current products you have added.
2. If you intend on making changes to the whole of My Catalogue, click the Export to Excel button. If you only need to export and edit part of My Catalogue, use the Filter List button first and then only the contents of the filter will be exported.
3. Type a name for the spreadsheet and click OK.
4. Providing Excel is installed on your PC then the spreadsheet will open up immediately. Edit the contents in Excel.
5. When you are finished editing choose to Save As your spreadsheet so you keep your original export as a backup.
Import
Note: that if you have linked stock products to My Catalogue products, if you import by spreadsheet and have changed the product code the link between the product and stock record will be broken. Instead do not import, but change the product and stock record manually. For advice please contact support.
1. Make sure your Excel file is saved and closed.
2. Click the My Catalogue button to open the screen.
3. Click the Import from Excel button and select Import Standard EQ Format.
4. Locate the filename of your spreadsheet and click Import.
5. Wait while the file is imported. You will be prompted about any duplicate products and any products that are no longer in the spreadsheet, and you will be notified when the import is complete.
Note: If you chose to export a filtered list of products rather than all products, to apply a price increase for example, you will see the following message during the import routine, it is important to click No to All.
TIP: If you have trouble importing a spreadsheet, perform a "save as" within Excel and change the file type as "Microsoft Excel 5.0/95 Workbook" (xls). This will leave out any incompatible features within the spreadsheet for better compatibility.
Working with your own products
Adding own products to My Catalogue
My Catalogue Product Details tab
My Catalogue Additional Info tab
Exporting and Importing Products in My Catalogue
Adding a special product to My Catalogue (auto discount/margin)