Supplier-Specific Procurement Information

This guide describes how to import supplier-specific procurement data into the Netvisor system using Excel or add it manually. The guide is also suitable for users who do not have previous experience in handling supplier-specific procurement data.

CONTENTS

• Importing supplier-specific procurement data
  • Preparations 
  • Mandatory fields
• 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. You can open the Excel template in Netvisor by selecting Products > Product settings > Purchase data. The Purchase data view contains a ready-made Excel template for importing supplier-specific procurement data.

Preparations 

Products and suppliers must be added to the product and supplier register before performing the Excel import.

On the Purchase data page, there is an Excel import button. Proceed as follows:

1. Select in Netvisor Products > Product settings > Purchase data.
2. Select the Excel import button.
3. Download the Excel file that opens to your computer.
4. Complete the Excel file with supplier-specific procurement data.
5. Save the completed Excel file on your computer.
6. Drag the finished Excel file to the green field visible on the Purchase data page.
7. Finally, check the imported data in the Purchase data view.

Mandatory fields

In the Excel import, the following mandatory fields must be filled in:

• Netvisor product code or product name
• Supplier name
• Supplier product code or product name
• Supplier purchase price

There is no limit to the number of rows in the Excel import, so the number of rows can be unlimited.

If erroneous rows are found in the import, the program will create a separate Excel file containing only the erroneous rows. In this case, you can download the file containing the erroneous rows from the same Purchase data view and correct the data in Excel before a new import.

Manual addition of supplier-specific procurement data

Supplier-specific procurement data can also be added without an Excel list. You can add new procurement data in Netvisor by selecting Products > Product settings > Purchase data > Add new purchase data. In the view, supplier-specific procurement data is entered manually.

Frequently asked questions

Where can I find the Excel template for importing supplier-specific procurement data?
The Excel template can be found in Netvisor under: Products > Product settings > Purchase data. On the Purchase data page, there is an Excel import button from which the Excel template can be downloaded.

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 Purchase data view. Correct the errors in this Excel file, save the file and import it again into the system using the Excel import function.

Is there a limit to the number of rows in the Excel import?
There is no limit to the number of rows in the Excel import, so you can import as many rows as you need in a single import.

Can supplier-specific procurement data be added without Excel?
Procurement data can also be added without an Excel list by selecting in Netvisor: Products > Product settings > Purchase data > Add new purchase data and entering the data manually.

Keywords: Supplier-specific procurement data, product code, supplier code, supplier, purchase price

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