Importing Suppliers
You can import your suppliers list in Stoqflow. This saves you time when creating a purchase order, as you don't have to fill out all supplier information beforehand but can select the correct supplier right away. To import a suppliers list, you must create a .csv file. You do this by making an Excel file and saving it as a .csv file.
Creating the Import File
Stoqflow links column headers to fields in the application. Therefore, use the correct column header each time in the import file. A template of the import file can be downloaded at any time with the link next to the import button in the application.
You can add the following information, including the corresponding column header. The mandatory fields when creating new suppliers are indicated in bold.
- Supplier Number (
supplier_number) - Name (
name) - Contact (
contact) - Email (
email) - Phone number (
phone) - VAT Number (
vat) - Address Line 1 (
address_1) - Address Line 2 (
address_2) - Postal Code (
postal_code) - City (
city) - Province/State (
province_state) - Country (
country)
!> Note Stoqflow only imports columns from the import file. Do not use the identifier 'phone', otherwise, the phone number will not be imported or overwritten.
Importing Suppliers
Once the file is created, you can import it into Stoqflow. Via the overview screen of suppliers, you can import the suppliers list. You do this by choosing import/export under filters. Then click on 'import csv file' and select the correct file from your documents.
!> Note You can choose to overwrite existing rows. This means that suppliers already known in Stoqflow will be overwritten. For example, if the phone number is filled in in Stoqflow but not in the import file, it will be deleted during importing. It's therefore important to make the import file as complete as possible. If you do not check this option, only new suppliers will be imported.