In this module, learn how to add multiple suppliers at once to your Tidy Enterprise account. These are the people or organisation's that you purchase stock from.
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Download PDFStep 1.
Head to Global Settings and select Import/ export.
Click on the Suppliers tab.
Step 2.
Click on the Template CSV file with column headers here and add or copy your supplier data into the spreadsheet. Note that only the required fields identified in the template need to include data.
Step 3.
The Supplier import/export provides the ability to set the following columns in the CSV file:
Step 4.
After you complete and save the spreadsheet, click Choose File and browse to the template file you have created. At this point, you will have the option to import the file:
Step 5.
If there are format or data errors, these will be listed by spreadsheet row number. Once corrections have been made, import the file again. When the import finishes, a message will show if it was successful.
Step 6.
You can also export suppliers. Click Export All Supplier Records on the same screen. Modify the existing suppliers information or add new suppliers, then follow the steps above to import the suppliers.
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