How to Upload Inventories in CleanChain?

This guide covers the following topics.

1. Adding a new inventory by adding a product to the Product Library 

2. Adding inventory by selecting a product

3. Copying from existing inventories

4. Uploading using excel

5. Adding, editing, or removing products from your inventories

Note: Users need an Essential or Premium subscription in order to use these functions.

01/ Adding a new inventory by adding a product to the Product Library

1. Click Chemical.
2. Click Inventory.
   
3. Click Add New Inventory.
   
4. Select a date.
5. Select an inventory type.
   To learn about inventory types, click here.
6. Choose how you want to add your products. 
   
   Add Product: Add rows individually.
   Upload Excel: Use CleanChain CIL Template to bulk upload your products.
   Copy Existing: Copy product data from previous inventories.
   
7. Click Add Product.
   
   
   
8. Type the Product Name and Formulator Name.
9. Click Add to Library.

   

   You will be directed to the Product Library page.
   In the Product Details form, the Product Name and Formulator are automatically pre-populated.
   

02/ Adding Inventory by selecting a product

1. Click Chemical.
2. Click Inventory.
   
3. Click Add New Inventory.
   
4. Select a date.
5. Select an inventory type.
   To learn about inventory types, click here.
6. Click Add Product.
   
   
   
7. Fill out the fields.
   Note: When searching, you can trim or shorten the product and manufacturer name to display more possible matches.
   There are three sources to choose a product from.
   - My Inventory Products ( Products you have added to your Library )
   - ZDHC Gateway Library ( Products published on ZDHC Gateway )
   - Other Third Party Providers
   - All Products ( Products available in CleanChain and ZDHC Gateway)
   Note:  If you cannot find the product from either My Inventory Products or ZDHC Gateway Library, select All Products.
   
8. Click Search.
   
   Note: Make sure to click the Search button.
   
   Product Name - name of the product you might be looking for
   Last Updated Date - the last date a product was updated
   Other Name - another name of the product
   Source -  where the product is found
   Score - Screened Chemistry score of the product
   Formulator Name - the product's formulator name
   Formulator Country - the country of the formulator
   Certifications - the certification information available of the product
   Note: Make sure to check all the information to ensure that you are choosing the right product.
   
   
9. Select a product.
   
10. Click Select to select a product once. 
    
    What if I don't find a match after trying all these tips? Refer to How Do I Add a New Product? to add a product into the CleanChain library.

03/ Copying Existing Inventories

If you upload the same products month to month, it can save a great deal of time to copy over from an existing inventory.

1. Click Chemical on the left navigation menu.
2. Click Inventory.
   
3. Click Copy Previous Inventory.
   
4. Select the inventories by checking the box.
5. Click GO.
   
6. Select the month and Inventory type.
7. Close the notification.
   A preview of the past inventory is shown with the latest month's inventory on the first rows (from top).
8. Click Save and Complete.
9. Click YES.
   A notification appears to confirm the inventory.

04/ Uploading using excel

1. Click Chemical.
2. Click Inventory.
   
3. Click Add New Inventory.
   
4. Select a date.
5. Select an inventory type.
   
6. Click Upload. (Option 1)
   
7. Click Upload Excel. (Option 2)
   
   Note: The status is In Progress until all the products were matched.
   Products that are in red had to be matched.
   To learn how to match your products, refer to Product Matching Tips.
8. Choose a template language.
   
9. Download the template.
   
   Test result: You have now downloaded the Stock Take Template.
10. Click the exclamation point or edit button to match your products.
    
11. Fill out the fields.
    Note: When searching, you can trim or shorten the product and manufacturer name to display more possible matches.
    There are three sources to choose a product from.
    - My Inventory Products ( Products you have added to your Library )
    - ZDHC Gateway Library ( Products published on ZDHC Gateway )
    - All Products ( Products available in CleanChain and ZDHC Gateway)
    Note:  If you cannot find the product from either My Inventory Products or ZDHC Gateway Library, select All Products.
    
12. Click Search.
    
    Note: Make sure to click the Search button.
    
    Product Name - name of the product you might be looking for
    Last Updated Date - the last date a product was updated
    Other Name - another name of the product
    Source -  where the product is found
    Score - Screened Chemistry score of the product
    Formulator Name - the product's formulator name
    Formulator Country - the country of the formulator
    Certifications - the certification information available of the product
    Note: Make sure to check all the information to ensure that you are choosing the right product.
    
    
13. Select a product.
    
14. Click Select to select a product once. 
    
    What if I don't find a match after trying all these tips? Refer to How do I Add a New Product? to add a product into the CleanChain library.

05/ Adding, Editing, or Removing Products

1. Click Chemical.
2. Click Inventory.
   
3. Hover over to the ACTIONS column.
   
4. Click the applicable icons to edit, copy, download, or remove any product. 
   edit
   copy
   download
   remove