How do I upload brands?

Brands can be uploaded into the ScopeBetter system from the Client tab within the 'Manage' section.

Client brands can be uploaded either via an excel uploader or individually from within a specific client. 

( 1 ) Click (...) button

( 2 ) Click Upload Brands

 

After 'Upload Brands' popup was open user has few options:

( 1 ) 'Generate Template' link allows the user to download an empty client's brands upload file. This file may be filled with valid client's brands data and used for upload. (Note: all fields are required)

( 2 ) 'Instruction Manual' link will redirect the user to page with upload instructions

( 3 ) Upload the completed file using the 'Browse' button

( 4 ) Before the user uploads the client's brands, the completed file should be validated by the scope system

 

In case there is invalid or missing data in the import file, the system will suggest the user downloads the generated excel file. That file will highlight all missing or invalid data marked with colours. The user may fix all marked data and upload this file back to the scope system.

( 1 ) Click on 'arrow' button to download report. 

 

After the file was successfully validated, the user will see a success message and will be able to upload the completed client's brands. Uploaded client's brands will be displayed on the client's details page after a short delay.

 

 

Example of valid import clients brands file is presented below.

 

An individual Brand can be added from within the Client page by clicking on the 'Add Brand' icon within the client page.

Once selected a pop up form will appear for you to complete.