How to Upload Inventories in CleanChain

How to Upload Inventories in CleanChain

Watch this video for an overview then follow the detailed instructions on how to upload CIL using excel below.

   

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

  1. Click Chemical on the left navigation pane. 

  1. Click Product Library.  
     

  1. Click Add Product or Add Product via SDS
     

01) Add Product  

  1. Click 

  1. Fill in the required fields. 
    Note: Required fields are marked with an asterisk (*) 
     

  1. 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

  1. Click Inventory

  1. Click Add New Inventory
     

  1. Select a date. 

  1. Select an inventory type. 
     

  1. Click Upload Excel.  
     

  1. Download the Delivery/Usage Template

                  

  1. Fill in the fields. 
    Note: Please do not alter the template, this will cause an error when uploading to CleanChain.  

    • For ZDHC Product Searches, please ensure to populate the ZDHC PID field for accurate product matching.
       

     

  1. Click Upload Data Via Excel Template.  

  1. Upload your files by choosing or dragging a file. 
     

  1. CleanChain will automatically process your inventory.  
     
     

A) For those products marked with a , you will need to complete the product matching manually.  

1. Click  to open the CleanChain database.

2. 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. 
 
 
  Choose a product from these sources:
My Inventory Products (Products you have added to your Library)
ZDHC Gateway Library (Products Active on the ZDHC Gateway Library) Note: Click here for search options on the ZDHC Gateway Library.
Other Third-Party Providers
CleanChain 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 CleanChain Products.

-You can search using a Product Code except in ZDHC Gateway Library.

3. Select the product. 

4. Click Save and Complete when done.
 

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. 

  1. Search for the ZDHC PID in the ZDHC Gateway Library. 

  1. Click Search

  1. 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

  1. 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

  1. Click Inventory

  1. Click Add New Inventory

  1. Select a date. 

  1. Select an inventory type. 

    • Delivery - This inventory type are the chemicals that have been recently delivered and need to be added to your inventory.
    • Usage – This inventory type are the chemicals that have been taken from your existing stock and used in the creation of a product.
  1. Click 

  1. Select an inventory to copy. 
     

  1. Click  Go

  1. Enter product quantity and unit or remove any products that you do not want to add to the current month’s inventory. Click Save and Complete when done.

  1. Products not found in the recently copied list will appear in red if they are missing from the Gateway or CleanChain Product Library. Click the warning or the edit icon to go to the search options.


     

  1. Search Options:

    • ZDHC Gateway Library
    • ZDHC PID (Recommended, accurate match result) – This option lets you search for products that are Active in the ZDHC Gateway Library using the ZDHC PID.

          1. You may refer to your existing inventories to know the ZDHC PID by downloading the excel file


          2. You can use and reupload the template to add it as your new inventory. Please follow the necessary modifications before reuploading:

          • ZDHC PID Formulator Name (Not Recommended, may have multiple match results)


        • My Inventory Products
          • Product Name - This search option is applicable to products in your previous inventory list.


           

  1. If PID is not available from your past inventories, refer to the steps below: 

    1. Open the ZDHC Gateway in a different browser. You may open it in incognito or other alternative browsers available on your device.  Note that CleanChain and the ZDHC Gateway cannot be accessed in the same browser at the same time.
    2. Go to the ZDHC Gateway to search for the product name and obtain the PID number.
    3. Repeat Step #11 to match the results.

04) Upload via SDS  

  1. Click 

  1. 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

     

  1. Click 

  1. 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. 
     

    Choose a product from these sources:
    My Inventory Products (Products you have added to your Library)
    ZDHC Gateway Library (Products Active on the ZDHC Gateway Library) Note: Click here for search options on the ZDHC Gateway Library.
    Other Third-Party Providers
    CleanChain 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 CleanChain Products.

    -You can search using a Product Code except in ZDHC Gateway Library.


     

  1. Click .
    A notification pos up to confirm the product was matched. 
     
    For inquiries, contact us at appsupport@adec-innovations.com. 


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