Supplier import

In this procedure you can import suppliers from text files to the supplier register. The procedure is mainly used to load new suppliers. But it is also possible to update suppliers that exist in the supplier register. If the supplier number that you import from the file already exist in the system, that supplier will be updated. For the suppliers you select which default values that should be used. You there select the supplier type, supplier status, and which supplier role to enter.

If the imported new supplier's language in the text file is not registered in Monitor ERP, then English will be used by default for the new supplier. However, it is possible to import a supplier and use an inactive language, as if the import was made before you deactivated the language.

In the Import file box you enter the path to the file from which you will import data. To start the import click the button Import in the toolbar. All data will be loaded to the list in the Loaded records box. You can manually add and delete rows. You can also filter to decide which rows to see. To complete the import you must check the box Include for the rows you wish to save and then click Save . When you save, the included rows will be removed from the list.

You can configure the format of the file at the time of the import. You can create a temporary format or a format template which can be used again. The function Format templates is found in the backstage of the procedure. There you can select for which columns data should be loaded/imported. For the content of the file you can also configure which limiters should be used as column limiter and decimal limiter. Furthermore you can enter a specific number of initial rows which should be skipped during the import.