Importing Supplier Items using CSV

  1. Download the template CSV file from (this link) or from the console (Inventory -> Suppliers -> Import/Export)
  2. Fill in the items in the correct columns and rows using the below format.

CSV Template Details

Title Description Required? Sample Data
supplier code The predefined unique code for the supplier. Yes s001
inventory item sku The predefined SKU of the inventory item. You should create items first from Inventory > Items. Yes i-001
order unit The unit used when ordering from the supplier. Yes Box
order to storage the conversion factor from order unit to storage unit. Yes 10
order quantity The minimum amount you order from the supplier. Quantity is in order unit. Leave blank if it’s not fixed No 5
cost per order unit The cost for one “order unit” or leave blank to calculate from transactions. No 50
item supplier code The supplier’s unique code for this particular item. No ff001

Saving Import files as CSV / UFT-8 Format

In the program you’re using (e.g. Microsoft Excel) Choose Save As, then select Save as CSV UTF-8 (.csv) file format.

> Important: You must insure the Character Set Encoding is UTF-8.

Import your CSV file to The Console in (Inventory > Suppliers)

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