The following article outlines what you can do with Suppliers in bulk. Only users with Supplier management roles will be able to perform the steps listed.


TABLE OF CONTENTS

How to import Suppliers in bulk:


You need to prepare the data about your suppliers and fill in our template. Then you will be able to upload your suppliers' list in Precoro. It would be better to export the data about your suppliers from the accounting system.
Make sure you have no duplicates or outdated suppliers.

Tips on how to fill in Precoro's template:

It would be better to copy and paste the currency codes and terms of payment into the file from Precoro.

If your supplier has more than one currency, you may enter it with a comma. 

If you need more than one payment term for the supplier you can paste it with a semicolon (;).


If you need to add two and more contacts per supplier you can add more columns (* it works only with the contacts):



Make sure you deleted duplicates in the file before importing it.



How to update/deactivate Suppliers in bulk:

The update works exactly as the import. You have to export your suppliers' list and you can edit any of the unblocked cells. 

The blocked and uneditable columns: # and currency code



How to add more than one currency to the suppliers' in a bulk:

    1. Go to Supplier Management  Manage suppliers Update Suppliers;

    2. Download your suppliers’ list in the Exel file and make the required changes: add new currencies in column F with comma.
Make sure you haven't deleted any of the existing currency. Your supplier's list will not be updated if any of the deleted currency already used in the catalog.

And please, mention that if you have an integration with QuickBooks and your suppliers are integrated with it, the box with currency would be blocked.