Exporting and updating suppliers in bulk

Instead of updating suppliers' details one by one, download the CSV file, make bulk changes, and then import the CSV file into the system. To download the file:

1. Click Inventory on the side menu.

2. Click Suppliers.

3. Click the Import/Export.

4. Click Export Items.

A CSV file will be downloaded to your computer containing all your products and their details as follows:

• ID: System-related code associated with the supplier and shouldn't be changed by the user
• Name: Supplier Company Name
• Code: Unique code for this supplier
• Contact_name: Name of the person you are in contact with
• Email: Add the email you want to use when sending purchase orders from your POS.
• Phone: The Supplier’s phone number

To modify a group of suppliers as bulk, Once you fill the file, save it and upload it as follows:

1. Click Import/Export button.

2. Select Import Suppliers.

3. A pop-up window will open where you can upload the file.

4. Click Submit.

If missing data or errors are in the CSV file format, the system will indicate that to the user to fill the gaps or correct the errors.

After successfully uploading the file to the system and data validation, the system will let you know by email that the import process is complete.