This guide describes how to import supplier-specific procurement data into the Netvisor system using Excel or manually.
CONTENTS
- Importing supplier-specific procurement data
- Manual addition of supplier-specific procurement data
- Frequently asked questions:
Importing supplier-specific procurement data
Supplier-specific procurement data can be imported into Netvisor using Excel. A ready-made Excel template for this can be found under: Products > Product settings tab "Purchase data".
Preparations
Products and suppliers must be added to the product/supplier register.
On the Purchase data page, there is an Excel import button. By clicking this, you can download an Excel file, which is completed and saved on your computer. Once the file is ready, drag the completed Excel to the designated green field. Finally, check the imported data.
Mandatory fields
- Netvisor product code or product name
- Supplier's name
- Supplier's product code or product name
- Supplier's purchase price
There is no quantity limit in Excel import.
If there are erroneous rows found in the import, the program will create a separate Excel file with only the erroneous rows. In this case, the file can be downloaded from the same view.
Manual addition of supplier-specific procurement data
Procurement data can also be added without an Excel list from the "Add new purchase data" section.
Frequently asked questions:
Where can I find the Excel template for importing supplier-specific purchase data?
-The Excel template can be found in Netvisor under: Products > Product settings > Purchase data.
What to do if there are erroneous rows found in the Excel import?
-The program creates an Excel file of the erroneous rows, which can be downloaded from the same view.
Keywords: Supplier-specific purchase data, product code, supplier code, supplier, purchase price
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