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 .
   
   
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.

   
   
   

10. Select an option to upload.
    

    When you add a product without SDS, 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 .
   
   
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
   Commodity 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.
   
   
2. Click Inventory.
   
   
   
3. Click .
   
   
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.
   
   

   Option 1

   
   
   
6. Click Upload. 
   
   
   

   Option 2

7. Click Upload Excel. 
   
   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 Delivery Template.
10. Complete your excel template.
    Note: Formulator and Date are not required. 
    
    Note: Please do not alter the template, this will cause an error when uploading to CleanChain. 
    1. Click Upload Data Via Excel Template.
       1. Click Chemical.
       2. Click Inventory.
       3. Drag & drop your file, or choose the file by clicking Browse. 
          
          
          CleanChain will automatically process your inventory. 
          
          

          A) For those products marked with a , you will need to complete the product matching manually. 

          1. Click the to open the CleanChain database.
             
             You can filter by Source and Certification, allowing you to see ZDHC MRSL conformant products only. You can also choose from products used in past inventories. 
             
             
             
          2. Check the button next to the product name when you have found the correct product and then, click Select.
             
             

             B) For products with a Find Substitute under ZDHC Level, this means that the product has no ZDHC MRSL level. 

             1. Click Find substitute.
                
                You will be redirected to match your product.
                
                
             2. Search for the Product Name in the ZDHC Gateway Library.
                
                
             3. Click Search.
                
                
             4. Choose a product with a certification level.
                
                
                
             5. Click .

             C) For products with a Set Commodity under Commodity Name column, you can set the commodity name by following the steps below. 
             
             

             1. Click Set Commodity.
                
                
                
             2. Search for the product.
                
                
                
             3. Click .
                

05/ Adding, Editing, or Removing Products

1. Click Chemical.
   
   
2. Click Inventory.
   
   
   
3. Update your inventory by clicking the date.
   
   
   
4. Hover over to the ACTIONS column.
   
   
5. Click the icons to view inventory, copy, download, or remove any product under the ACTIONS column. 
   View Inventory
   Copy
   Download
   Remove

For inquiries, contact us at [e-mail].