How to Create Products in Orderlink: A Step-by-Step Guide for Efficient Inventory Management

How to Create Products in Orderlink: A Step-by-Step Guide for Efficient Inventory Management

To start managing your orders and inventory effectively in Orderlink, follow these steps to create products, either manually or by bulk upload.

Step 1: Access the Master Data Section

On the left sidebar, click the Master icon. This opens the Master Data section, where you can manage all essential data for Orderlink.

Master Data SectionOrderlink Master Data section where users can set up inventory and order data

Step 2: Open Product Creation

Within the Master Data section, click on the Product icon.

Product IconProduct icon in Orderlink for managing product data
In the top-right corner, click the three dots to reveal additional actions, then choose Create Product. A pop up window will appear with options to create products either individually or through bulk upload.

Create Product ModalModal window in Orderlink for creating products individually or in bulk

Step 3: Create Products Individually or in Bulk

To create products one by one, select the Individually option and fill in the required fields directly. Alternatively, choose Bulk Upload if you want to add multiple products at once. Under the Bulk Upload option, click on the download icon to get a spreadsheet template.

Step 4: Populate the Spreadsheet Template

Open the downloaded file, which includes multiple sheets for mandatory and optional fields. Please ensure you populate the mandatory fields on the Fields sheet, including essential details like Number (unique identifier, like SKU code), Name (product name), and Status (which defaults to “Active” if left blank).



Spreadsheet Template DownloadDownloadable spreadsheet template for bulk product upload in Orderlink

For optional fields, refer to supporting sheets such as Categories, Tags, and Status to standardize entries. Use IDs from these sheets to correctly categorize and tag your products. To assign multiple categories to a single product, format them in square brackets like [Category1, Category2].

For example: below is the data in categories:

And Status

You will require IDs from these sheets. 

Step 5: Prepare the Upload File

Once all required fields are populated, save the file on your computer. Any non-mandatory fields can remain hidden but should not be removed from the template. Ensure that any desired product status other than "Active" is specified in the Status field.




Step 6: Upload Your File

Return to the Master Data section in Orderlink and click the Upload icon to select and upload your completed file. After submission, you will see a success notification confirming that your products have been created.



Notes
Similarly you can create warehouses and suppliers. "Product Plan" data is the trickiest of all to upload. Please follow this guide to create product plan information. 



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