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Import & Export Supplier

 

 

 

Definition

 

User in Q6 may import & export Supplier List by simply download the CSV template and upload the modified if user has multiple Supplier contacts to input. 

 

By clicking Export Supplier from Action button, Q6 will download the Supplier list automatically in CSV format.

 

Steps on how to Import Supplier

 

 

1.Go to Purchases > Supplier Details;

2.Click on Action > Import Supplier;

3.Download Supplier Template CSV file;

4.Fill the required information without changing the headings, and save as CSV file format;

5.Then upload the completed Supplier Template CSV file;

6.Click Import. 

 

 

Fields explained in Import Supplier

 

 

1.Browse: User may click Browse to upload the completed Supplier Template.

2.Import:  Once the template has been uploaded, Import function will be activated, and it's just one click away to batch import Supplier List for up to 1000 Supplier contacts.

3.Close: Clicking Close will lead back to Supplier List.

4.Exit: Clicking Exit will lead back to Dashboard.

 

Tips on Import Supplier

1.Do not change the column headings in the template file.

2.All the columns marked with * are compulsory columns, which should not be left blank.

3.We recommend to run a test import of 3-4 Items before importing a large list.

4.A maximum of 1000 Suppliers can be imported at a time.

5.If an Item already exists in Q6 with the same Supplier Name, this will be ignored and not import in the system!

6.Make sure your Account Name, Tax Code, Supplier, Category Name are already exist in Q6 before you do importing Inventories.

7.All numbers input should not be negative numbers.

 

 

 

 

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