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sample-data/README.md

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+# Sample CSV Data for Bulk Import Testing
+
+This folder contains ready-to-use sample CSV files for testing the bulk import feature.
+
+## Files Included
+
+### 1. `customers-sample.csv` (20 customers)
+- **10 Commercial Customers** with pricing tiers (Standard, Silver, Gold, Platinum)
+- **10 Individual Customers** (Non-Commercial, COD payment)
+- Mix of credit limits, payment terms, and tax-exempt status
+- Realistic company names and contact information
+
+**Pricing Tiers Used:**
+- STANDARD - No discount
+- SILVER - 5% discount
+- GOLD - 10% discount
+- PLATINUM - 15% discount
+
+### 2. `catalog-items-sample.csv` (25 products)
+- **Automotive** (8 items): Wheels, engine parts, body components
+- **Furniture** (4 items): Outdoor and indoor furniture
+- **Railings** (3 items): Residential and commercial railings
+- **Gates** (3 items): Driveway, garden, and security gates
+- **Fitness** (3 items): Exercise equipment frames
+- **Industrial** (2 items): Shelving and carts
+- **Bicycle** (2 items): Road and mountain bike frames
+
+**Features:**
+- Hierarchical categories (automatically created on import)
+- Realistic pricing ($35 - $450)
+- Weight and surface area estimates
+- Sandblasting and masking requirements
+
+### 3. `inventory-items-sample.csv` (25 items)
+- **14 Powder Coating Colors**: Black, White, Red, Blue, Silver, Gray, Green, Yellow, Orange, Bronze, Gold, Cream, Clear, Textured Black
+- **11 Consumables**: Masking tape, plugs, cleaners, sandblasting media, hanging supplies, safety equipment
+- **Manufacturers**: Tiger Drylac, Axalta, PPG, 3M, etc.
+- Realistic stock levels, unit costs, and reorder points
+- RAL color codes for powder coatings
+
+## How to Use
+
+### Option 1: Import All Files (Recommended)
+1. Start the application
+2. Navigate to **Tools** page
+3. Scroll to **CSV Bulk Import** section
+4. Import in this order:
+   - **Customers** tab → Upload `customers-sample.csv`
+   - **Catalog Items** tab → Upload `catalog-items-sample.csv`
+   - **Inventory** tab → Upload `inventory-items-sample.csv`
+
+### Option 2: Modify Before Import
+1. Open any CSV file in Excel or a text editor
+2. Add/remove/modify rows as needed
+3. Save the file (keep CSV format)
+4. Upload via the Tools page
+
+### Option 3: Use as Templates
+1. Download the official templates from the Tools page
+2. Use these sample files as reference for data format
+3. Create your own custom data
+
+## Expected Import Results
+
+### Customers Import
+- ✅ 20 customers created
+- ✅ 4 pricing tiers automatically linked
+- ✅ 1 tax-exempt customer flagged
+- ⚠️ Warnings if pricing tier codes don't exist (e.g., if you haven't seeded company data)
+
+### Catalog Items Import
+- ✅ 25 catalog items created
+- ✅ 8 categories auto-created hierarchically:
+  - Automotive → Wheels → Standard, Performance
+  - Automotive → Engine → Valve Covers, Intake Manifolds
+  - Automotive → Body → Bumpers, Grilles
+  - Furniture → Outdoor, Indoor
+  - Railings → Residential, Commercial
+  - Gates → Residential, Commercial
+  - Fitness → Equipment
+  - Industrial → Shelving, Carts
+  - Bicycle → Frames
+- ✅ SKU format validated (CAT-*)
+
+### Inventory Items Import
+- ✅ 25 inventory items created
+- ✅ 2 categories auto-created: "Powder Coating", "Consumables"
+- ✅ Stock levels and reorder points set
+- ✅ RAL color codes preserved
+
+## Data Validation
+
+The import process will:
+- ✅ Validate required fields (name, email, SKU, etc.)
+- ✅ Check for duplicate emails (customers) and SKUs (catalog/inventory)
+- ✅ Auto-create missing categories and pricing tiers
+- ✅ Skip rows with errors and report them
+- ✅ Show warnings for non-critical issues
+
+## Troubleshooting
+
+**Issue**: "Pricing tier not found" warning
+**Solution**: Run **Platform Management > Seed Data** to create pricing tiers first
+
+**Issue**: "Duplicate email" error
+**Solution**: Customer with that email already exists. Change the email or skip that row.
+
+**Issue**: "Duplicate SKU" error (e.g., "Cannot insert duplicate key... PWD-BLK-001")
+**Solution**: You have existing inventory/catalog items with those SKUs. Options:
+  1. **Use the updated sample file** - All SKUs now have "IMP-" prefix to avoid conflicts
+  2. **Delete existing items** - Go to Inventory page and delete conflicting items first
+  3. **Edit the CSV** - Change SKUs in the file before importing (e.g., add your company code prefix)
+
+**Issue**: CSV format error
+**Solution**: Ensure file is saved as UTF-8 CSV format. Check for extra commas or quotes.
+
+**Issue**: Database constraint violation
+**Solution**: Check that all required fields are present and data types are correct (numbers for prices, valid dates, etc.)
+
+## File Format Notes
+
+- **Encoding**: UTF-8 (recommended)
+- **Delimiter**: Comma (,)
+- **Quote Character**: Double quote (") for fields containing commas
+- **Line Ending**: Windows (CRLF) or Unix (LF) both supported
+- **Header Row**: Required (first row must be field names)
+
+## Tips
+
+1. **Start Fresh**: Import these files into a new company for a complete demo dataset
+2. **Test Workflows**: Use the imported data to test quote creation, job management, etc.
+3. **Customize**: Modify the data to match your specific business needs
+4. **Export Reference**: After import, you can use the system's export feature to see how data should be formatted
+
+## Next Steps
+
+After importing sample data:
+1. View imported **Customers** at `/Customers`
+2. Browse **Catalog Items** at `/CatalogItems`
+3. Check **Inventory** at `/Inventory`
+4. Create a quote using the new customers and catalog items
+5. Create a job and assign inventory items
+
+## Questions?
+
+Refer to the main application documentation or contact support.