Import Vendors/Customers

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Import Vendors/Customers

Overview

This import utility allows you to import Vendors/Customers from a CSV (comma separated values) or text file into ERPlite.  

Definitions

Vendors: Vendors/suppliers are those companies/person with whom your company conducts business. Once suppliers/vendors are entered into ERPlite, they can be specified in the Approved Vendor List (AVL) for each product/item in the Item Master. 

Customers: Customers are those companies/person with whom your company conduct business transactions and generates sales order and invoices to collect payment. Once customers are entered into ERPlite, can be specified at the time of creating sales order.  

How to Import Vendors/Customers

Step 1

Find the CSV file containing the vendors/customers you wish to import. Once you open the file, you must choose vendors import tab/customers import tab.

Step 2

Vendors Import:  Select vendors tab and match the input columns to vendor's properties (Supplier Name, Contact Name, Contact Title, Address, City, State, Postal Code, Country, Phone, Fax, Email and Website).   The drop down lists contains the header labels from the table of sample data (e.g. Vendor, Street1, City, etc).

Customers Import: Select customers  tab and match the input columns to customer's properties (Customer Name, Contact Name, Contact Title, Address, City, State, Postal Code, Country, Phone, Fax and Email).   The drop down lists contains the header labels from the table of sample data (e.g. Vendor, Street1, City, etc).

Step 3

After matching input columns click Import button to import vendors/ customer list into ERPlite. When this import process complete, you should view Import status by clicking on "View Errors" button. If vendors/ customer already exists then they will be updated otherwise added to ERPlite.

Special Instructions for Import Vendors/Customers

If you supply vendors or customers using CSV or text file. There is no logical check for vendors/customers therefore be careful at the time of importing vendors/customers data from CSV or text file and mapping of imported columns with drop down list items.

Limitations

1. Utility can't recognize automatically that imported data concerned with vendors/customers.

2. Required CSV (comma separated values) or text file only.

3.Special characters are not allowed like , " $ #.




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