How to Upload Inventories in CleanChain?

This guide covers the following topics.

1. Add Product
2. Upload using excel
3. Copying from existing inventories

4. Upload via SDS

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

1. Click Chemical on the left navigation pane.
   
   
2. Click Product Library. 
   
   
   
3. Click Add Product or Add Product via SDS.
   .
   
   

01) Add Product

1. Click .
2. Fill in the required fields.
   Note: Required fields are marked with an asterisk (*)
   
3. Click .
   You will be redirected to the Product Library page.
   
   To edit the product, click the product name.

02) Upload 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 Excel. 
   
7. Download the delivery template.
   
   
8. Fill in the fields.
   Note: Please do not alter the template, this will cause an error when uploading to CleanChain.  
   
   
9. Click Upload Data Via Excel Template. 
   
   
10. Upload your files by choosing or dragging a file.
    
    
11. CleanChain will automatically process your inventory. 
    
    
    A) For those products marked with a , you will need to complete the product matching manually. 
12. Click to open the CleanChain database.
    
    
13. Match the product.
    Note: As you search, you can trim or shorten the product and manufacturer name to display more possible matches. You can filter by Certification, allowing you to see ZDHC MRSL conformant products only. You can also choose from products used in past inventories. If the product is NEW, then click, Create New Product.
    
    
    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.
    Note: You can also search using a Product Code.
    
    
    
14. Select the product.
15. Click
    A notification pos up to confirm the product was matched.
    
    

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.

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.

03) Copy from existing inventories

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

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 .
   
    
7. Select an inventory to copy.
   
   
   
8. Click  ,
   
   
9. Click .
   
   
10. Enter the weights of the copied product/s.
    
    
    
11. Click  .
    
    
12. Click .
    A notification appears at the top of the page.
    
    You can now view the copied inventory on the inventory page.
    

04) Upload via SDS

1. Click .
2. Upload the English version of the Safety Data Sheet (SDS) of the product by choosing or dragging a file.
   Note: Make sure your SDS file sections are filled completely. If the sections are incomplete, the parsing of your data would fail. 
   Sections 0,1,2,3, 9, and 14 are the sections you can only view from the Safety Data Sheet.
   
3. Click .
   
   
4. Match the product by searching the product name and choosing from the list if available.
   Note: As you search, you can trim or shorten the product and manufacturer name to display more possible matches.
   If the product is NEW, then click, Create New Product.
   
   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.
   Note: You can also search using a Product Code.
   
   
   
5. Click .
   A notification pos up to confirm the product was matched.
   

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