You can create new Suppliers or update existing Supplier general details from the import of a CSV file.
From Suppliers dropdown menu select [Data Import]
Tip: You must complete the Mandatory Columns.
Select [Download Template] to download the CSV template file
The CSV template file will download on your computer.
You only need to populate the columns you want to use. You can delete the others.
A few things to note...
CURRENCY NAME: enter the NAME of the currency as it is in your Zedonk not the currency symbol.
For any column where a drop-down list was created in your Zedonk (Supplier Category), you must enter a valid entry from that list.
If you are not sure what these entries are, check your Material Settings first.
Once complete, drag and drop the CSV file to import data to Zedonk
Drag and drop your CSV file in the box or select it using the green button.
Select [Next]
The validation screen allows you to view 'valid' columns that have been recognised, and 'invalid' columns which have not been recognised
Tip: You can also choose to deselect valid columns to be ignored on import.
Select [Next]
Zedonk runs a validation on your file and provides results for review
Click on the button [Error] or [Valid] on each line, for more details.
Tip: Create Error: One line is giving me an error because the <Category> is not part of the list of Categories available in my settings
Tip: Update: One line is updating because the Supplier Name already exists in my system