Load Supplier
1. Select the data migration. The screen will appear as below:
2. Select the Supplier from the left navigation. The following screen will be seen:
3. There are 2 formats to upload a file. Excel and text format
Note:- The format is available as a link and can be downloaded for reference.
4. In the excel sheet enter the Supplier details such as Supplier Id, Name, address, custom fields, should be filled and save the sheet.
5. In Data migration home page select supplier from left navigation bar and following screen will be displayed.
6. Click on Choose file option and select the saved excel sheet path .The file will be imported and if there were any problems then the number of customers will be shown in “Not processed” or else in processed state.
7. Select logs tab and the errors, warning, skipped messages will be seen under log.
8. Search with the supplier ID in purchase module. The following ID should be present
Optional – Suppliers creation in Front end:
To create supplier, we need to log on to ERP system with login creditionals.
1. Once log on to system, the home page will appear. In home screen, select purchase module image icon.
2. Once user select purchase module image icon, the page will navigate to purchase home screen:
3. In purchase home screen, select suppliers tap in top widgets it will navigate to supplier home screen:
4. Select “create supplier “ in left navigation tab from supplier home screen. It will navigate to supplier creation screen:
5. Provide all necessary data’s in supplier creation form and click on “create supplier” button for supplier creation:
6. Once supplier created successfully, the page will navigate to supplier view form.
In view supplier form the contact details can be added, edited or can delete