Before you import any purchases you need to have your suppliers set up. You’ll be happy to hear that this is quick and easy. Just follow the guidance below when creating your CSV spread sheet;
Required Fields
The suppliers’ import requires two critical fields:
- Supplier Name – this is the suppliers name, not contact name – this should be letters and numbers only – i.e. “Smith Ltd”.
- Supplier Code – this needs to be unique for every supplier and can be a mixture of letters and numbers with no spaces up to 12 characters maximum – i.e. “SMIT00000001”.
Optional Fields
The other optional fields you can have are listed below, along with a description, how it should be formatted and example text:
- Contact Name – i.e. “Mr John Smith”.
- Telephone – Numbers Only - i.e. “01234567890”.
- Mobile - i.e. 07123456789.
- Fax – Numbers Only - i.e. “01234567890”.
- Email – i.e. john@smith.com.
- Address 1 – i.e. “1 Apple Road”.
- Address 2 – i.e. “Littlewood”.
- Address 3 – i.e. “Bigtown”.
- Address 4 – i.e. “United Kingdom” • Postcode – i.e. “AA1 1AA”.
- Website – i.e. www.smithltd.com.
- EC – 1 or 0, 1=yes 0=no – i.e. “1”.
- Notes – Supplier Notes – i.e. “This supplier gives me discount”.
- VAT Number – VAT number with no spaces and country code if applicable – i.e. “GB123456789”.
Uploading the template
To import, click Settings > Import Data > Import CSV Files > Enter in your Username & Password > Select CSV > Select Suppliers > Upload your file > Use the drop downs to map the file.