PowderCoatingLogix/sample-data/README.md

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.