How To: Update Par & Re-Order Points via the Balto Import Tool

How To: Update Par & Re-Order Points via the Balto Import Tool

This document will review how to update Par & Re-Order Points via the Balto import tool
With all Balto imports, be sure not to change any of the column headers in the template. Unused columns can be removed, but the headers should not be edited in any way. 

Prerequisites 

  1. Items are required to exist in YD already
  2. Items cannot be marked as removed. 
  3. Yellow Dog user with access to mobile 

Required Fields: 

  1. Item SKU: The SKU of the item that will be configured
  2. Store Code: Code of the store to be affected; the store must exist in YD already
  3. Reorder Point/ Par Level: Sets reorder/par amounts for the indicated item at the selected store.
    1. If Base unit and additional sizes need to have Par/Re-Order points assigned then just the parent can be included, as the par levels will flow to the additional sizes based on the assigned relationship. NOTE: Importing for just a child size will not update the par levels for the base unit. 
    2. Par level must be equal to or higher than the reorder point

Optional Fields: 

  1. Is Available: True/False, true if the item should be made available to the store, false if the item should be removed from the store
  2. Bin: Add an entry to the bin field for the item at the indicated store
  3. Is Non-Restock: Updates the size behavior for this item in the indicated store. Stands need to be enabled in the database for this field to work. 
  4. Max Capacity: Set a maximum capacity for the item; it must be equal to or higher than the par level for the item
  5. Tariff Code: Sets a value in the tariff code field for the item, typically used with E-Commerce integrations

Step-by-Step Instructions

  1. Access Balto; Client ID and a user with access to Mobile are required  
        

2. Download the import template file
    


3. Configure file; all required fields should contain data. 
   

4.   Choose the Add File option in Balto
   
​

5. Click Submit
  1. The file will be processed successfully, or will fail
  2. If the file fails, see the entries below the failure message to see why the file has failed. Fix the data set. 
       


  1. Once the file has been corrected, click Clear, remove the file, add the file again, and re-submit
6. Once the file has been processed successfully, check the YD client to ensure items are appearing in the POS item map as expected. 


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