How to import COGS & Handling Fees in bulk with .csv file
In the Cost of Goods page, you can use the Export feature to update your product's COGS and Handling Fees in bulk, then Import it back into TrueProfit. This comes in handy when you have hundreds of product and need a way to copy/paste product costs quickly.
In the Cost of Goods page, you will find the Export button at the top left corner of the table.
Once you click to export the Cost of Goods to a CSV file, it will be downloaded to your device automatically
Note that the list of products in your export file will depend on the COGS Zone you choose. The Worldwide zone will include all products in your store.
In the downloaded Product Cost file, make sure you edit only the COGS and Handling Fee columns and keep all other column the same so that you can import the file back successfully
Do not make edits in the Sale price column, TrueProfit automatically syncs your product's sale price from Shopify.
The fixed decimal format in the CSV is separated by a dot, not a comma. If you make changes in the COGS or Handling Fee values, make sure to use a dot for decimal.
Do not add or change the order of the columns and rows so that our app can recognize the correct data when you import the file back.
When you are done editing the COGS or Handling Fee for your products, Save your changes in the CSV file
In the app, click Import then choose the CSV file you've saved in step 2 to import it to TrueProfit
To check the progress of importing and updating your product cost, click on the notification bell.
All the edits you made to a product/variant will be saved and applied to future orders only. If you want to apply new costs to orders in the past as well, you will have to recalculate all past orders in TrueProfit.
Recalculate past orders means applying new changes to all orders that match for all products. If you want to manage different product costs in the past, add COGS periods like the instruction above.
From TrueProfit version 7.1, the Re-calculate all past orders is removed from the COGS settings. Now, to apply your changes in COGS to all orders in the past, you will need to select all products in your store. Here's how:
Step 1: In the COGS table, select all products in the page
Step 2: You can see the option to Select all products that match your filter. Make sure you are filtering the correct list of product in your store, then click Select all filtered products to select all products in your store.
Step 3: Once all filtered products are selected, click Re-calculate product past orders to start applying and recalculate COGS for all orders in the past
Exporting all product costs in your store
In the Cost of Goods page, you will find the Export button at the top left corner of the table.
Once you click to export the Cost of Goods to a CSV file, it will be downloaded to your device automatically
Note that the list of products in your export file will depend on the COGS Zone you choose. The Worldwide zone will include all products in your store.
Editing and importing product cost with the CSV file
In the downloaded Product Cost file, make sure you edit only the COGS and Handling Fee columns and keep all other column the same so that you can import the file back successfully
Important notes:
Do not make edits in the Sale price column, TrueProfit automatically syncs your product's sale price from Shopify.
The fixed decimal format in the CSV is separated by a dot, not a comma. If you make changes in the COGS or Handling Fee values, make sure to use a dot for decimal.
Do not add or change the order of the columns and rows so that our app can recognize the correct data when you import the file back.
When you are done editing the COGS or Handling Fee for your products, Save your changes in the CSV file
In the app, click Import then choose the CSV file you've saved in step 2 to import it to TrueProfit
To check the progress of importing and updating your product cost, click on the notification bell.
Applying your changes in product costs to all orders in the past
All the edits you made to a product/variant will be saved and applied to future orders only. If you want to apply new costs to orders in the past as well, you will have to recalculate all past orders in TrueProfit.
Recalculate past orders means applying new changes to all orders that match for all products. If you want to manage different product costs in the past, add COGS periods like the instruction above.
How to recalculate past orders for all products in your store
From TrueProfit version 7.1, the Re-calculate all past orders is removed from the COGS settings. Now, to apply your changes in COGS to all orders in the past, you will need to select all products in your store. Here's how:
Step 1: In the COGS table, select all products in the page
Step 2: You can see the option to Select all products that match your filter. Make sure you are filtering the correct list of product in your store, then click Select all filtered products to select all products in your store.
Step 3: Once all filtered products are selected, click Re-calculate product past orders to start applying and recalculate COGS for all orders in the past
Updated on: 25/07/2024
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