This document provides a basic guide on how to import and manage your PAYD Pro Plus inventory with a Bookmark e-commerce site. For more in-depth inventory setup and management instructions, please refer to the PAYD Pro Plus Online Help tool accessible from within PAYD Administration.

Exporting the PAYD Pro Plus inventory file

Follow these steps to create an export file for your PAYD Pro Plus inventory.

1. On the PAYD Administration main screen, click the Inventory menu, then click Product list.

2. On the Product search results screen, click the Export button ( The Export screen appears.) near the top of the screen.

3. Click the Next button at the top of the screen

4. On the left side of the screen, under the Fields that can be exported heading, select the following items, and

5. Once the items have been brought from left to right, they need to be re-ordered to align with the Bookmark import feature. Re-ordering is accomplished by clicking the item in the Order of fields in my file box on the right, then clicking up/down buttons. respectively until the item is in the correct position.

The order needs to be as follows:

i. English name

ii. Product ID

iii. English description

iv. Category code

v. Retail price

vi. In-stock

vii. Status

viii. Supplier UPC

ix. Brand name

Your end result should look like the example shown below:

6. Save this export template in case you need to repeat this process in the future (because then you will be able to skip steps 4 and 5):

a) At the top of the screen, beside the Templates: drop-down menu, click the New button.

b) In the New template popup, enter a name for the template e.g. Bookmark.

c) Click the Save button at the bottom of the popup. You are returned to the Export screen.

7. Click the Next button at the top of the Export screen.

8. The next screen that appears provides a preview of what the exported inventory file will look like. Click the Next button.

9. In the download screen, click the CSV button.

10. Choose to save the export file onto your computer’s local hard drive.

11. Click the Done button in the top right corner of the Export screen.

The export is complete, and the exported inventory file is now ready to be imported into Bookmark.

Importing inventory files into Bookmark

The exported PAYD Pro Plus inventory file can be imported into Bookmark to populate your online store. This section will provide very basic steps to access the inventory import functionality. For more in-depth instructions, please refer to Bookmark’s end user documentation, or contact their support team for assistance importing the inventory file.

Important: Please remember that not every PAYD Pro Plus inventory field aligns with the Bookmark product fields. When importing product data, be sure to only check the Import columns in Bookmark that are present in the export file from PAYD Pro Plus to avoid errors.

  1. Sign in to your Bookmark account.

  2. Click YOUR WEBSITE.

  3. Click the Edit button.

  4. On the left side of the screen, click SETTINGS.

  5. On the SETTINGS menu, click E-COMMERCE.

  6. On the button bar that appears to the right, click on the product tag icon, then click on Products.

  7. Click the Import Products button at the top of the page.

  8. Place checkmarks in the following boxes for the fields to import into Bookmark:

12. Proceed with the import. Refer to Bookmark’s product documentation, or speak to their technical support team for further assistance.

Reconcile your inventory with PAYD Administration

We recommend that you reconcile your inventory levels in PAYD Administration frequently to reflect the quantities of products sold on your website. Follow these instructions to maintain correct stock levels within PAYD Administration, and to provide you with the ability to track the changes.

Note: There are a few different methods to adjust your inventory stock levels within PAYD Administration. The method outlined here is the preferred method because it offers you advanced reporting on changes made to stock levels.

  1. Use Bookmark’s ecommerce management tools to keep track of orders. Refer to their documentation suite or contact their technical support for assistance.

  2. On your PC or laptop, log in to PAYD Administration.

  3. On the PAYD Administration main screen, click the Inventory menu, then click Product list.

  4. In the Product search results screen, search for the product that was sold:

a) Click inside the search field near the top right corner of the screen.

b) Search by:

  1. Product ID (exact match)

  2. Product name (all or part of the name)

  3. Supplier UPC (exact match)

c) Click the search icon. The search results appear below.

13. In the search results, click on the Product ID of the product you wish to edit. This opens up a popup with product details.

14. In the product details popup, click the Inventory tab.

15. Click inside the In-stock field and make an adjustment to the quantity to reflect the sale quantity (for

16. Click inside the Note on manual adjustment field, and enter some information about the sale, for example the date, reason, and customer who bought the item.

17. Click the Save button.

18. Repeat steps 4 – 9 as necessary to account for other products sold on the Bookmark e-commerce site.

Inventory change reporting

PAYD Pro Plus tracks changes to inventory items using the Product Change Log report. To access this report and track your product sales from Bookmark, follow the instructions below.

1. From the PAYD Administration main screen, click the Audit logs menu.

2. On the Audit logs menu, click Products. The Change logs – products screen appears.

3. Enter the date range for your report:

a) Click inside the Starting date field and use the calendar to select a start date for the report.

b) Click inside the Ending date field and use the calendar to select an end date for the report.

19. (Optional) Narrow your search results:

To report on changes made by specific employees:

a) Click the All employees drop down menu and select an employee’s name from the list.

b) Proceed to step 5.

To report on the type of change made to a product profile:

a) Click the Type of change drop-down menu and select an option. For this instance, select In-stock. This will only return results where changes to the In-stock quantities are made.

b) Proceed to step 5.

To report only on a specific product that was changed:

a) Click inside the Product that was changed search field and enter the product ID for the item on which you want reporting, then press the Enter key on your keyboard.

b) Proceed to step 5.

20. Click the View button.

The report results based on your date and optional search criteria appear below.

21. Repeat steps 3 – 5 as needed for different dates, or with different report criteria.

For more information on the Product Change Log, including how to print or export the report results, click the icon (?) on the screen to access context-sensitive help for this particular report.

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