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Import Herbs

Importing new herbs means you are adding herbs in bulk which are currently NOT in your dispensary. This is usually done with new dispensaries or if you need to add many new herbs to the system at once. To add a single herb, it is easier to just add it one at a time.


New Dispensaries
We don’t put any herbs in the system when you register because every herbalist and every dispensary uses different herbs.  You get a blank slate, to add the herbs you use.    To expedite the process, we have prepared herb import files you can modify for your own dispensary to save you a lot of time.


About Import File
The herb import file contains a lot of columns you probably won’t need to use. The reason is each dispensary wants to use and store different information about the herb so we made all fields available for now. (You will see an update to make this much easier) You can see below that not all fields are mandatory, and information can be updated at anytime so do not worry about filling out ALL the fields, it will take you too long and you may become frustrated.

Herb Data vs. Inventory Data
You are uploading your Herb data ONLY.  You are NOT uploading how much you have of each herb, which is inventory data (Quantity and lot#’s).  First you add your herb data with this import, then you are able to add new herb stock to each herb.

Instructions

  1. View & download the sample Herb Import Files
  2. There are many herbs in these files, you can just upload them all
  3. If herbs are missing you can add them to the CSV file (optional)
  4. Most of the columns in this file are not mandatory ( see description below)

Required Information

Herb Price

Cost of Goods

At least one herb name

SKU ( can be anything, you can use the one in the file)

Herb Type

Set all the herb statuses to “Published”  or to “Draft” if you want them to be ‘off’

Special Considerations

If you have the same herb in more than one form ( Example, Dang Gui is both Raw and Granule) then you must add the herb twice, and you can change the herb type.

If you add a Category, Supplier or Brand to this import file, it will automatically be created in the system for you

When you are finished your file, send it to us and we can check it for you. Send to info@dispensary-tree.com. We will help upload your herb data for you to make it hassle free

If you want to do it yourself, you can upload the CSV to ” Import New Herbs” –  go to Admin>Settings > Data Import > Import New Herbs

How to Import

  1. Click on “Choose File”
  2. Find the CSV file with your NEW herbs
  3. Click the “Review” Button at the bottom of your screen
  4. If there are any errors in the file, it will highlight them. Fix the errors in the CSV file, re-save it, and then try to upload again

Verify Information

After your herbs are imported go to  Admin > Settings > Export > Export Herbs and Export your herbs

Description of New Herb Import Fields

Field NameDescriptionRequired
SkuAny alphanumeric number you can use to identify your herb. You can update the SKU anytimeYES
English NameEnglish Name of HerbNO
Pin NamePin Yin Name of HerbNO
Latin NameLatin Name of HerbNO
Chinese NameChinese Name of HerbNO
Japanese NameJapanese Name of HerbNO
Korean NameKorean Name of HerbNO
PropertiesProperty of Herb ( text )NO
Channels EnteredChannels Herb Enters ( text)NO
Daily Dosage HighHighest dosage recommended for an adult patientNO
Daily Dosage LowLowest dosage recommended for an adult patientNO
Cautions and ContraindicationsSupplementary information pertaining to any adverse affects by using the herb internally or externallyNO
ActionsActionsNO
Pin Yin – with tonesif you want to list the pin yin with tones ( not used in the system yet, but you can add it here)NO
ToxicList if the herb is toxic, text boxNO
StatusOnly Possible value is “Publish”,”Published”,”Pending Review”,”Draft” .YES
BrandBrand of HerbNO
SupplierSupplier of HerbNO
DescriptionDescription of HerbNO
QuantityThis quantity you want to automatically appear when you select this herb in a custom formula  (not used now)NO
Reorder levelIf stock levels fall below this amount, it will appear in a low stock report, so you will know you have to order more.NO
CategoryIf you want to add More than 1 category for single herb than add join two category with “|”. for example “Abc Cat | xyz Cat”NO
Herb TypeOnly Possible value is ‘Granules’,’Tinctures’,’Raw’,’Concentrates’.YES
Alcoholthe percentage of alcohol ( do not include the % sign). If no alcohol, leave blankNO
Selling priceThe price per gram, ml, or oz you are selling the herb forYES
Cost PriceThe price you paid per gram, ml or oz for the herbYES
RatioThe ratio of the herb. For a 5:1 ratio, enter 5.NO
Range Slab 1For price tiering information, please click here.NO
Range Slab 2For price tiering information, please click here.NO
Range Slab 3For price tiering information, please click here.NO
Range Slab 4For price tiering information, please click here.NO
Range Slab 5For price tiering information, please click here.NO
Price Slab 1For price tiering information, please click here.NO
Price Slab 2For price tiering information, please click here.NO
Price Slab 3For price tiering information, please click here.NO
Price Slab 4For price tiering information, please click here.NO
Price Slab 5For price tiering information, please click here.NO
Image UrlA url which is points to an image of the herb, file must be jpg or png and the URL must end with these file types.NO
Herb Import IdIgnoreNO

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