Autodesk Prodsmart defines a product as being a series of operations through which a raw material goes.

You can use an Excel file to import multiple Products and Operations to Autodesk Prodsmart.

This feature allows you to use the functionalities of a spreadsheet to fill the file with hundreds of Products and its’ operations quickly.

To import several Products at once, follow the steps below.

  1. On the left menu, click in ‘Products’

  2. Click ‘Import’ and then ‘Import Products’

  3. You can choose to import or download a template file in case you are not sure which columns to include. The file should be previously prepared as follows:

In the Product importer file, there are some columns that stand for product attributes (A to B, N to O, Q to Y, AH to AL), and others that stand for operation attributes (C to M, P, Z to AB).

Products related columns:

  • Product code (column A): the code you want to be the identifier of your ‘Product’.

  • Product Name (B): small description of the product; it should be something simple and easily recognized by everyone.

  • Product Parameters (N): If there are variations to your products, those can be modelled by creating different product codes, or by adding product parameters. You can check more info here.

  • Product Observations (O): Fill in if you want to add comments to your product.

  • Product Custom Fields (Q): custom fields that your product may require; these can consist of a product attribute that is constant and it must be added in format ‘customfieldname1:value1,customfieldname2:value2’.

    If you need help to create these custom fields, reach out to us.

  • Product Labels (R): if you want to associate labels to the products, you should add them here.

  • Product Family (S): grouping your products by ‘Families’ is a good way to have your products’ setup organized; in case you want to add more than one ‘Product Family’, those can be separated by commas in the format ‘family1,family2’.

  • Product Notes (T): fill if you want to add extra information to your product.

  • Product Lead Time (U): estimated production time for this product in the production order (in days); this field will be used to calculate the start date for production orders, considering the sales orders due date.

  • UoM (V): unit of measurement of the product; learn more about UoM here, and receiving UoM/UoM conversion here.

  • Color (W): if your product has a color, it can be entered in this field. The product colors are shown on the tablet, making it easier for workers to recognize the production orders ; learn more about it in this article.

    The importing format is the hex color code (for example, for color green the code is #008000) - you can find color codes here.

  • Unit Cost (X): if filled, it will be the default unit cost for products on purchase orders.

  • Unit Price (Y): if filled, it will be the default unit price for products on sales orders.

  • Minimum stock level (AH): when inventory level goes under this value, it highlights the product in red; also, the system suggests you production or purchase order for this product in the MRP.

  • Maximum stock level (AI): value used to suggest production or purchase order for the product - suggestion will consider the quantity needed to reach this value.

  • Minimum amount (AJ): when a new purchase order or production order is placed, this is the minimum amount to purchase/produce.

  • Quantity multiple (AK): when a new purchase order or production order is created, its quantity must be a multiple of this value.

  • Scrap allowance (AL): (%) increases production order quantity to consider this value; it is considered when creating production orders from sales orders and in BoM.

Some of these columns are also described in the article How to Create a Product.

Operations related columns:

  • Operation Code (C): list here the operation codes associated with the products’ production flow you are importing; each line should contain only one operation.

  • Operation Name (D): serves to easily identify any operation.

  • Company Time (E): theoretical standard time for the operation to be completed; it assumes the format ‘00H00’ or ‘00H00m00s’.

  • Customer Time (F): time that was set in the budget - in case there is the possibility to outsource an operation, this is the time it would take to perform; it assumes the format ‘00H00’ or ‘00H00m00s’.

  • Quantity ratio (G): quantity of product produced in the specified company time.

  • Section (H): you can divide your warehouse into sections and then associate your operation to those sections; the input type here is ‘section1,section2’; learn about sections here.

  • Wastes (I): waste codes that represent the wastes produced by this operation; format: ‘waste1,waste2,waste3’.

  • Operation parameters (J): for operations, the parameters are an information that is associated to the production record, that is prompted on the tablet at checkin or checkout, according to the parameters' settings; the input type is ‘param1,param2’.

  • Operation Checklists (K): fill here with the checklists’ names you want to see in your operations.

  • Machines (L): machines where the operation is performed; format: ‘machine1,machine2’.

  • Options (M): o=optional, r=recovery, nt=no time, nq=no quantity, t=team, mp=multiple PO, bp=barcode print, il=input lot, pb=prepare batch; format: ‘option1,option2’.

  • Operation Labels (P): In case you want to print labels in operations, this is where you add them; the format of this column is ‘label1,label2’.

  • Operation Notes (Z): notes about the operations.

  • Operation Lead Time (AA): Number of days that the operation takes from starting to finish - this is considered for scheduling purposes.

  • Operation Times per product (AB): Number of times this operation must be performed to be considered finished.

Don’t forget you can check the articles about How to Create an Operation and Operations Configurations, where you have most of these columns defined.

4. Choose the excel file to import and click in ‘Start to send’

5. Read carefully the color-warnings that may appear:

  • Orange warnings - there is an issue with the selected line of the file you imported; however, the system will adapt it and import the file anyway. You must recheck what might have been changed and if you agree with it.

  • Red warnings - the system will not import the line with the warning, because something is wrong and a workaround cannot be applied. Nevertheless, you can ignore a line and import the rest of the file, by clicking ‘Ignore line’.

6. Click on the ‘Confirm’ button and your ‘Products’ have been uploaded!

How to import operations to already existing products:

The procedure is the same as described in the points 1 to 6. But in this case an important note is that: any operations added to already existing products will always be added to the end of the flow.

For example:

A product with a flow as presented, needs a shipping operation.

To add that operation we use the importer:

Since there were no warnings after confirm the new flow includes in the end the 'Shipping' operation.

Other important notes:

  • Consider formatting the columns in text before you begin filling;

  • Do not use formulas in cells;

  • Only the first page of the file is imported. You can use other pages but only the first one will be taken into account.

If you still have some doubts about the ‘Product Importer’, feel free to reach out in our live-chat feature or directly to your CSM.

Need help? Request a Prodsmart expert to contact you here.

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