Warehouse Management

Updated on August 7th, 2023

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.CSV Files

In order to import a spreadsheet into SNAP you must save it as a .CSV (comma separated value) file. When working in a spreadsheet go to "Save As" and select the .csv file type and save the file as that file type. Make sure the file is closed before importing it in SNAP. If it is open, the import will fail.

It is important to note that with a .CSV file, cell data should NOT include any commas in the name of items or descriptions. Cell text should be numerical, alphabetic, or any punctuation–excluding commas.

Included are links to some templates for importing different data types into Extensiv Warehouse Manager via Snap. Be sure to save them as a .CSV file before importing them:

Bins

Click here to download the Bins Template.
Bins are the locations in the warehouse that product will live, either momentarily (cross-docking or process bins) or long term.
The Grey fields are required in the CSV upload. All other fields are optional.
When using the template, if a column is not being used, you can delete the column from the CSV upload or simply leave the cell blank if no information will be input into the cell.

CSV Column Header	Description	What to input into CSV for upload
Bin	Name of your bin	Free text examples: Bin 1, Bin A-1, Staging Bin 1, Pick Bin 1, Cross Dock Lane 1, etc.
LocationName	Name of your Warehouse	Free text
AccountNumber	Name of your Company	Free text
CommonLocation	If the bin is a process pin (checkbox in UI)	FALSE = no (checkbox unchecked in UI) TRUE = Yes (checkbox checked in UI)
IsDeviceHidden	If you would like the bin to be hidden when searching in the mobile device. Bin will not be searchable in mobile and no inventory can be added or removed from the bin	No = Allow the bin to be searchable/ inventory added or removed Yes = Do not allow the bin to be searchable/ inventory added or removed
BinTypeName	What type of bin this is	examples: Pick Cart, Pick Tote, Cross Dock Zone, Cross Dock Lane, or custom bin type
ParentBin	If there is a child/parent relationship, this is the name of the Parent Bin	Free text If child bin or not part of a child/parent relationship, leave CSV field blank
WavePickOrderNumber	If establishing a custom pick path, use this column to set up pick path order	-1 = not apart of pick path 1 = 1st stop on pick path 2 = 2nd stop on pick path 3, 4, 5, etc. = # of position in pick path
TagName	If applicable, the tag name associated with the bin	Free text examples: Overstock Bin, Pick bin, Let-Down Bin, or custom bin tag

Parts

Click here to download the Parts Template.
Parts are the record of what items you have in your warehouse.
The Grey fields are required in the CSV upload. All other fields are optional.
When using the template, if a column is not being used, you can delete the column from the CSV upload or simply leave the cell blank if no information will be input into the cell.

CSV Column Header	Description	What to input into CSV for upload
PartName	Name of your part (SKU). Part names should not include any spaces. If you need to include a space, please use an underscore ( _ ) in the part name to serve as a space.	Free text examples: NameOfPart, Name_Of_Part, SKU#
VendorName	Name of your vendor	Free text
Description	Detailed description of your part	Free text
RequiresSerial	If your part requires a serial number (this is a checkbox in the UI)	TRUE = yes (box checked in UI) FALSE = no (box unchecked in UI)
RequiresLot	If your part is a lot part (this is a checkbox in the UI)	TRUE = yes (box checked in UI) FALSE = no (box unchecked in UI)
LotIsLIFO	If your lot part should be picked in last in, first out order (this is a checkbox in the UI)	TRUE = yes (box checked in UI) FALSE = no (box unchecked in UI)
LotIsFIFO	If your lot part should be picked in first in, first out order (this is a checkbox in the UI)	TRUE = yes (box checked in UI) FALSE = no (box unchecked in UI)
LotIsPerishable	If your lot part is perishable (this is a checkbox in the UI)	TRUE = yes (box checked in UI) FALSE = no (box unchecked in UI)
LotStrictKitting	If your lot part must be kitted (this is a checkbox in the UI)	TRUE = yes (box checked in UI) FALSE = no (box unchecked in UI)
ClientDescription	What the product would be called on a sales channel (if different than the part name)	Free text
Custom1	Custom data that needs to be stored in the part record (think specific things like ingredients for soap)	Free text
Custom2	can be used for cross referencing in the mobile device (i.e. UPC, MPN, etc.)	Free text
Custom3	can be used for cross referencing in the mobile device (i.e. UPC, MPN, etc.)	Free text
Custom4	can be used for cross referencing in the mobile device (i.e. UPC, MPN, etc.)	Free text
Custom5	Additional custom data that needs to be stored in the part record	Free text
Custom6	Additional custom data that needs to be stored in the part record	Free text
Custom7	Additional custom data that needs to be stored in the part record	Free text
Custom8	Additional custom data that needs to be stored in the part record	Free text
Custom9	Additional custom data that needs to be stored in the part record	Free text
Cost	Cost to buy the product from the vendor	Free text
Rate	Sell Rate	Free text

Part Inventory

Click here to download the Part Inventory Template.
Part Inventory is used to add inventory quantities to your part records.
When selecting your SNAP datatype file you will select items.
The Grey fields are required in the CSV upload. All other fields are optional.
When using the template, if a column is not being used, you can delete the column from the CSV upload or simply leave the cell blank if no information will be input into the cell.

CSV Column Header	Description	What to input into CSV for upload
Bin	Name of your bin	Free text examples: Bin 1, Bin A-1, Staging Bin 1, Pick Bin 1, Cross Dock Lane 1, etc.
PartName	Name of your part (SKU). 🛑 Part names should not include any spaces. If you need to include a space, please use an underscore ( _ ) in the part name to serve as a space.	Free text examples: NameOfPart, Name_Of_Part, SKU#
QTY	How much inventory lives in the Bin	Free text This is a numerical value (i.e. 50, 100, 1000, etc.)
LocationName	Name of your Warehouse	Free text
ClientName	🛑 in this import file, Client Name = your Company Name.	Free text
Reason	Reason code as to why inventory is being added. This is optional.	Free text
Notes	Additional notes about inventory.	Free text

Asset

Click here to download the Asset Template.
An Asset is a serialized part.
The Grey fields are required in the CSV upload. All other fields are optional.
When using the template, if a column is not being used, you can delete the column from the CSV upload or simply leave the cell blank if no information will be input into the cell.

CSV Column Header	Description	What to input into CSV for upload
SerialNumber	The specific serial number attached to the specific part	Free text
PartName	Name of your part (SKU)	Free text
AccountNumber	Name of your Company	Free text
LocationName	Name of your Warehouse	Free text
Bin	Name of the Bin where the asset part is	Free text
Comments	Editable column in the Inventory view where additional comments can be included	Free text
Description	Editable column in the Inventory view where additional description can be included	Free text
PONumber	The Purchase Order number the part was received on	Free text
ClientPONumber	If different than PO Number, the client’s Purchase Order number the part was received on	Free text
Custom1	Custom data that needs to be stored in the part record (think specific things like ingredients for soap)	Free text
Custom2	can be used for cross referencing in the mobile device (i.e. UPC, MPN, etc.)	Free text
Custom3	can be used for cross referencing in the mobile device (i.e. UPC, MPN, etc.)	Free text
Custom4	can be used for cross referencing in the mobile device (i.e. UPC, MPN, etc.)	Free text

Lot Inventory

Click here to download the Lot Inventory Template.
A Lot is a lot-tracked part. This sheet is used to import physical quantities of the Lot tracked part into WM via SNAP.
The Grey fields are required in the CSV upload. All other fields are optional.
When using the template, if a column is not being used, you can delete the column from the CSV upload or simply leave the cell blank if no information will be input into the cell.

CSV Column Header	Description	What to input into CSV for upload
Bin	Name of the Bin this product will be stored in	Free text
LocationName	Name of your Warehouse	Free text
ClientName	Name of your Company	Free text
PartName	Name of your part (SKU)	Free text
LotNumber	The specific lot number attached to the part	Free text
QTY	How much inventory lives in the Bin	Free text This is a numerical value (i.e. 50, 100, 1000, etc.)
dtExpires	The date the product expires	M/DD/YY

Lot Import

Click here to download the Lot Import Template.
A Lot is a lot tracked part.
The Grey fields are required in the CSV upload. All other fields are optional.
When using the template, if a column is not being used, you can delete the column from the CSV upload or simply leave the cell blank if no information will be input into the cell.

CSV Column Header	Description	What to input into CSV for upload
PartName	Name of your part (SKU)	Free text
LotNumber	The specific lot number attached to the part	Free text
dtExpires	The date the product expires	M/DD/YY
Custom1	Custom data that needs to be stored in the part record (think specific things like ingredients for soap)	Free text
Custom2	can be used for cross referencing in the mobile device (i.e. UPC, MPN, etc.)	Free text
Custom3	can be used for cross referencing in the mobile device (i.e. UPC, MPN, etc.)	Free text
Custom4	can be used for cross referencing in the mobile device (i.e. UPC, MPN, etc.)	Free text

Vendor Import

Click here to download the Vendor Import Template.
A Vendor is who you receive products from.
The Grey fields are required in the CSV upload. All other fields are optional.
Although only VendorName is required for this import file, we strongly recommend including Address, City, State, and Postal Code as must-have fields for upload.
When using the template, if a column is not being used, you can delete the column from the CSV upload or simply leave the cell blank if no information will be input into the cell.

CSV Column Header	Description	What to input into CSV for upload
VendorName	Name of your Vendor	Free text
ContactFirstName	First name of main POC at Vendor	Free text
ContactLastName	Last name of main POC at Vendor	Free text
Title	Job title of main POC at Vendor	Free text
Address	Street number and address of Vendor	Free text
City	City the Vendor is located in	Free text
StateOrProvince	State or Province the Vendor is located in	Free text
PostalCode	Postal Code of Vendor	Free text
Country	Country of Vendor	Free text
PhoneNumber	Phone number of main POC at Vendor or Phone number of reception at Vendor	Free text
FaxNumber	Fax number of main POC at Vendor or Phone number of reception at Vendor	Free text
Notes	Additional notes to include about Vendor	Free text

Clients

Click here to download the Client Template.
A Client is who you sell the product to.
When selecting your SNAP datatype file you will select clients.
The Grey fields are required in the CSV upload. All other fields are optional.
When using the template, if a column is not being used, you can delete the column from the CSV upload or simply leave the cell blank if no information will be input into the cell.

CSV Column Header	Description	What to input into CSV for upload
AccountNumber	Name of your Client	Free text
ClientName	Name of your Client 🛑 the AccountNumber and ClientName are the same. They will both be your Client’s name.	Free text
Email	Client’s email address.	Free text

Purchase Order

Click here to download the Purchase Order Template.
A purchase order is the order you submit to your vendor that you will receive in your warehouse.
When selecting your SNAP datatype file you will select fullPurchaseOrder.
The Grey fields are required in the CSV upload. All other fields are optional.
When using the template, if a column is not being used, you can delete the column from the CSV upload or simply leave the cell blank if no information will be input into the cell.

CSV Column Header	Description	What to input into CSV for upload
ToAccountNumber	Your Company Name.	Free text
ToLocationName	Your Warehouse Name.	Free text
DocumentNumber	Your internal PO/ reference number for the order.	Free text
PartName	Name of your part (SKU). 🛑 Part names should not include any spaces. If you need to include a space, please use an underscore ( _ ) in the part name to serve as a space.	Free text examples: NameOfPart, Name_Of_Part, SKU#
QTY	How much inventory lives in the Bin.	Free text This is a numerical value (i.e. 50, 100, 1000, etc.)
fromVendorName	Name of your Vendor.	🚨 This column will need to be added manually in SNAP. Free text
fromAccountNumber	Vendor’s company Name as shown in WM	Free text
fromLocationName	Vendor’s company Name as shown in WM	Free text
CustomerPO	The PO/ reference number your vendor uses for the order (if different than DocumentNumber).	Free text
Notes	Additional Notes you would like to include on the order	Free text
OrderTypePrefix	If there is an order number prefix you would like to add. Note: this is somewhat redundant as you would already enter the order number (with a prefix) as the Document Number.	Free text
MasterDocNumber	If there was a master order number you wanted to tie to the order.	Free text
LineID	If you would like to specify what order line items appeared on the order.	Free text
UnitPrice	Unit Price of Item	Free text

Shipping Order

Click here to download the Shipping Order Template.
A shipping order is an order you placed by your customer that you will fulfill and ship out of your warehouse.
When selecting your SNAP datatype file you will select fullSalesOrder
The Grey fields are required in the CSV upload. All other fields are optional.
When using the template, if a column is not being used, you can delete the column from the CSV upload or simply leave the cell blank if no information will be input into the cell.

CSV Column Header	Description	What to input into CSV for upload
fromAccountNumber	Name of your Company in WM	Free text
fromLocationName	Name of your warehouse in WM	Free text
toAccountNumber	Order Recipient Name	Free text
toCustomerName	Order Recipient Name	Free text
toLocationName	Order Recipient Street Name	Free text
DocumentNumber	Your internal SO/ reference number for the order.	Free text
PartName	Name of your part (SKU). 🛑 Part names should not include any spaces. If you need to include a space, please use an underscore ( _ ) in the part name to serve as a space.	Free text examples: NameOfPart, Name_Of_Part, SKU#
QTY	How much inventory lives in the Bin.	Free text This is a numerical value (i.e. 50, 100, 1000, etc.)
toEmail	Recipient email address	Free text
toContactName	Your company contact name	Free text
toContactPhone	Your company contact phone number	Free text
toContactEmail	Recipient email address	Free text
toAddress1	Order Recipient Street Name	Free text
toAddress2	Additional field for recipient street name info (if needed)	Free text ex. Apt, Bldg, Unit, etc.
toCity	Order Recipient City	Free text
toState	Order Recipient State	Free text
toZip	Order Recipient Zip	Free text
toCountryCode	Order Recipient Country Code (2 letter country code)	Free text US, CA, MX, etc.
toFaxNumber	Recipient company fax number	Free text
toRefernceNum	If different than order number, a reference number specific to the customer.	Free text
CustomerPO	The PO/ reference number your vendor uses for the order (if different than DocumentNumber).	Free text
Notes	Additional Notes you would like to include on the order	Free text
OrderTypePrefix	If there is an order number prefix you would like to add. Note: this is somewhat redundant as you would already enter the order number (with a prefix) as the Document Number.	Free text
ShippingType	Shipping Service	Free text Best Way, Priority, Next Day, Overnight, etc.
MasterDocNumber	If there was a master order number you wanted to tie to the order.	Free text
LineID	If you would like to specify what order line items appeared on the order.	Free text
UnitPrice	Unit Price of Item	Free text

data format comma separated

Warehouse Management

.CSV Files

.CSV Files

Bins

Parts

Part Inventory

Asset

Lot Inventory

Lot Import

Vendor Import

Clients

Purchase Order

Shipping Order

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