Hover the mouse over the different menu options. If the cursor changes to a hand (), then click to go to the subject.

Importing Supplier Data

1.Navigate to Supplier > Supplier Import.

2.Prepare a data file containing the supplier information (e.g., Supplier Code, Trading Name, Contact Details, Age Analysis) in the required format.

3.Upload the file through the import interface.

4.Select which fields to update.

5.Click to Import

6.Verify the imported data for accuracy.

Notes

Review the imported Age Analysis to confirm it aligns with supplier payment terms and transaction history.

Import or Export the Supplier's Data