Mapping SKUs and Products

To add a SKU/product mapping, do the following:

1. Select Menu > Configuration > SKU / Product Mappings, click or click in the upper right and select SKU. The Add a SKU / Product Mapping dialog displays.

2. To create Point of sale override, Turn Point of sale toggle to “Yes”.

   Note: This will be shown to users whose account have access to "Point of Sales" module.

3. Enter the following fields:
   • SKU / Product value. Required. Enter the unique identifier.
   • State. Required. Select a state from the list.
   • Sales/Purchase. Required. Choose between either “Sales” or “Purchase.”
   • Transaction type code. Required. Select the transaction type code.
   • Effective date. Required. Enter the starting effective date.
   • End date. Required. Enter the ending date.
   • Cost center. Enter the department or other unit to be charged.
   • Material group. Enter the group of materials or services.
   • GL account. Enter the general ledger account number for financial reports.
   • Parameter 1. Enter additional information.
   • Customer Type. Required for POS SKU. Select the customer type.
   • Regulatory Type. Required for POS SKU. Select the regulatory type.
   • Reason. Enter what this SKU / product mapping is used for.
4. If you need to add an exemption for this mapping, click here for instructions:
1. Click Add Exemption. This saves the SKU / Product Mapping, and prompts you to enter the exemption information.
2. Enter the Exemption ID. This field is required. It is pre-populated with a system-generated ID. You can change this to a custom ID if necessary by clicking .
3. Choose to add the exemption by tax authority or by geocode:
   • To use the tax authority, do the following:
     1. In the Base exemption on field, select State / Tax authority.

     2. Select whether you want to include all local authorities.

   • To use the geocode, do the following:
     1. In the Base exemption on field, select Geocode.
     2. Make a selection in the Geocodes field.
4. Select the Tax exemption code.

Note: You can select more than one code, if applicable.

5. Select the Exempt reason.
6. Enter the Reason for the SKU / product mapping exemption use.
5. Click Save.

To edit a SKU/product mapping, do the following:

1. Select Menu > Configuration > SKU / Product Mappings.
2. Click the SKU / Product mapping you want to change. That specific SKU / Product Mapping dialog displays.
3. Click . The Edit a SKU / Product Mapping dialog displays.
4. Edit the fields as necessary.

   Note: The SKU / Product value, State, and Effective date fields are read-only and cannot be edited.

5. Click Save.

To view the revision history of SKU/product mappings, do the following:

1. Select Menu > Configuration > SKU / Product Mappings.
2. Click in the upper right.
3. A grid displays the detailed revision history.
4. On the revision history page, you can filter the details by selecting in the upper right. You can also export the results by selecting in the upper right.

To import SKU/product mappings, do the following:

1. Select Menu > Configuration > SKU / Product Mappings.
2. Click in the upper right.
3. You can now choose to download a CSV template with the information pre-arranged by clicking Download Template, or prepare the CSV file yourself.
4. Ensure the SKU / Product Mappings are arranged in a CSV file with the following headers, in this order:

Header	Notes
SKUID	Required. SKU / Product Value. Provide alphanumeric value with max length of 50. If you are working in Excel®, this column must be formatted as text.
TransTypeCode/ PGPI	Optional. This field is required if material group and reason fields are blank. Transaction Type Code / Product Group Product Item. The mapping codes CCH SureTax uses for tax rate and taxability decisions. Transaction Type Code are six-digits, while Product Group Product Items are seven digits. For Returns API SKUs clients, this field must be left blank, and both reason and material group must be present for your values to be mapped to PGPIs. If you are working in Excel®, this column must be formatted as text.
Reason	Optional. Provide alphanumeric value with max length of 255
StartEffectiveDate	Required. Provide date in MM/DD/YYYY format
EndEffectiveDate	Required. Provide date in MM/DD/YYYY format
StateCode	Required. If necessary, enter the two-character abbreviation of the state for which the SKU should apply. If you want the SKU applied to all states, leave this field blank. Provide alphabetic value with max length of 2
CountryCode	Required only if you have entered a StateCode above. Provide alphabetic value with max length of 2. Enter US (United States) or CA (Canada) only.
CostCenter	Optional. Provide alphanumeric value with max length of 15
GLAccount	Optional. Provide alphanumeric value with max length of 15
MaterialGroup	Optional. Provide alphanumeric value with max length of 15
Parameter1	Optional. Provide alphanumeric value with max length of 15
RegulatoryCode	If you are working in Excel®, this column must be formatted as text. Required for POS SKU. Provide numeric value with max length of 2.
TaxType	Required. "Sales" or "Purchase."
CustomerType	If you are working in Excel®, this column must be formatted as text. Required for POS SKU. Provide numeric value with max length of 2
POS	Required. Enter true or false. If true, the POS SKU will create. If false, Regular SKU will create.

5. Once the CSV file is prepared, click My File is Ready.
6. Drag the CSV file to the drop-box, or select Browse..., locate the file, and click Open.

   Note: The file format must be CSV, XLSX, or XLS.

7. Click Next.
8. Verify that your Source File Header and Row 1 Data match the Map To column, then click Next. The Summary displays.
9. Click Finish.

To view the SKU/product mapping import history, and view whether each import was successful or failed, do the following:

1. Select Menu > Reports > Import Logs. The Import Log list displays.
2. Select Imports.

To export SKU/product mappings, do the following:

1. Select Menu > Configuration > SKU / Product Mappings.
2. Click in the upper right.
3. A CSV file is downloaded with the SKUs / product mappings.