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

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

                                                                                                                                                                                                                                                                                                                                                         
 
 The Balto Import Tool lets users quickly and efficiently bulk-update par levels and reorder points for items across stores

 Before you begin, make sure the following are true:

  • The items already exist in Yellow Dog (YD).

  • The items are not marked as Removed.

  • You have a Yellow Dog user account with Mobile access.

Required Fields

  • Item SKU: SKU of the item to configure.

  • Store Code: Code of the store to update. The store must already exist in YD.

  • Reorder Point / Par Level: Reorder and par values for the item in the specified store.

    • If both the base unit and child sizes require par/reorder points, you only need to include the parent SKU. Par levels will flow down to child sizes based on their size relationships.

    • Note: Importing a child size alone will not update par levels for the base unit.

    • The par level must be equal to or greater than the reorder point.

Optional Fields

  • Is Available (True/False): Sets whether the item is available in the store.

  • Bin: Sets the bin location for the item in the store.

  • Is Non-Restock: Updates the item’s size behavior. (Requires Stands to be enabled in the database.)

  • Max Capacity: Maximum quantity allowed. Must be equal to or greater than the par level.

  • Tariff Code: Sets a tariff code, typically used for e-commerce integrations.


  1. Access Balto; Navigate to 'Item-Stores', click Configure & Download the import template file.
  2. Configure the file. Ensure all required fields are complete.
Warning
Do not edit column headers in the import template. You may remove unused columns, but the remaining headers must stay unchanged
      3.  In Balto, choose “Add File.”
      4.  Click Submit.
  1.  If the file processes successfully, verify the results in your YD client.
  2.  If the file fails, review the error entries below the failure message to identify the issue.
     5.  Fix any errors, then:
  1.  Click Clear.
  2.  Remove the file.
  3. Add the corrected file again.
  4. Re-submit.
  6. After successful processing, confirm in YD that Par & Re-Order points have updated as expected 

Figure1: Example of how a failed import will appear in Balto