Setup Instructions
– Import Vendor Books & Products via Excel –
Before starting the import, verify your Excel Sheet has the following required columns:
- Vendor Number (Only use for Multiple Vendors)
- Price Book
- Product #
- Description
- Unit Price
- Unit Of Measure (optional)
- Commodity Code (optional)
- From the Purchasing menu, click Import Products from Excel (Create, Append, or Replace).
- Are you importing products for One Specific Vendor?
- Click Yes or No.
For a Single Vendor (OPTION YES):
- To begin the import, select a Vendor from the Vendor Selection screen.
- Select the file by clicking Browse.
- Select the sheet, if applicable.
- Click Load.
- Verify the column names match the data; use the dropdowns to make any needed changes.
- Click Import.
Upload time can vary depending on the amount of products and data being imported.
For Multiple Vendors (OPTION NO):
- The Excel Import Form (shown above) will populate.
- Select the file by clicking Browse.
- Select the sheet (if applicable).
- Click Load.
- Verify the column names match the data; use the dropdown to make any needed changes.
- Click Import.
Upload time can vary depending on the amount of vendors, products, and data being imported.
Continue to Page 1 to Edit/View Vendor Products.
Continue to Page 3 to Add Products to a Requisition or PO.
Was this helpful?
0 / 0