This article discusses how to import and update suppliers in bulk. Generally, only users with the Supplier Management role will be able to perform these actions.
TABLE OF CONTENTS
How to Import Suppliers in Bulk
You need to prepare your supplier’s data and fill out a template. Then, you will be able to upload your list of suppliers to Precoro. It may be easier and quicker to export the supplier’s data from your accounting system.
Yet, make sure you have no duplicates or outdated suppliers.
The file for uploading needs to be in XLSX format.
1. On the Supplier Management page, press the Import Suppliers button on the right action panel.
2. Choose how you would like to Import Documents Custom Fields by using Name or Code fields. That will simplify your work with the form as you would not need to fill out both fields, just the chosen one.
3. Follow the step-by-step instructions on the Import page.
Please note that all suppliers will be imported as active by default. You can learn how to deactivate them here.
How to Fill Out Precoro Template
When working with the template, use the tips in rows 2 and 3 to correctly fill out all the fields.
Before uploading the file, please remember to delete rows 2 and 3.
- The fields marked with asterisks are required. Be sure to fill them in before uploading.
- Note that in fields like Name* and Unique Code, the entered values should be unrepeatable throughout the file and the Precoro system.
- It might be easier and quicker to copy and paste any current codes and payment terms into the file from Precoro:
- If your supplier has multiple currencies, you can separate them with commas, such as UAH,EUR,USD.
- If you need more than one payment term for a supplier, separate them with semicolons (;), such as Prepayment;Post payment. To assign all the payment terms, write All in the field.
- In the Automatic Purchase Order Sending*, put down 0 for inactivating this function or 1 if you want to send the document to the supplier after the Confirmation automatically.
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If you need to add two or more contacts per supplier, add more columns in the file (works only with contacts). Copy the column title and enter the information.
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Make sure you have deleted duplicates in the file before importing the information.
How to Update Suppliers in Bulk
The update functionality works similarly to the import one. You can export your list of suppliers, promptly edit information, and upload it back to Precoro.
1. On the Supplier Management page, press the Update Suppliers button on the right action panel.
2. Choose how you would like to Import Documents Custom Fields by using Name or Code fields. That will simplify your work with the form as you would not need to fill out both fields, just the chosen one.
3. Follow the step-by-step instructions on the Update page.
The file for uploading needs to be in XLSX format. Before uploading, please remember to delete rows 2 and 3 containing the tips.
How to Deactivate Existing Suppliers in Bulk
Download your suppliers list into an Excel file and input the changes: set 1 in the Active* [0=Inactive 1=Active] column for the suppliers you want to activate and set 0 if you wish to disable the supplier. Save the file, and submit the renewed data to Precoro.
How to Add More than One Currency to Suppliers in Bulk
1. Go to Suppliers and Items → Supplier Management → Update Suppliers.
2. Download your suppliers list into an Excel file and make the required changes:
- Add new currencies in the corresponding column, separating them with a comma.
- Make sure you have not deleted any existing currency. Otherwise, your suppliers’ list will not be updated with the deleted currency.
Please note that if you have integrated your suppliers via QuickBooks, the currency box will be blocked.