Import Suppliers field definitions
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George Sutton
Updated : Created :
Use the Import Suppliers template to bulk create and update Supplier details.
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Import Suppliers field name * denotes mandatory fields |
Description |
|---|---|
| *Supplier Code |
The unique Supplier Code for the supplier. Character limit is 500. |
| *Supplier Name |
The unique Name for the supplier. Character limit is 500. |
| Notes | Advise any internal details or notes relating to the Supplier. |
| GST/VAT Number |
Advise the Supplier's tax number, also known as the:
|
| Currency Code | The Supplier's default currency code, used for Purchase Orders and Costs. The currency will need to be setup in your setting's Currency Rates before it can be imported. |
| IsObsoleted | YES or NO value, determines if the Supplier is obsolete. |
| Taxable |
TRUE or FALSE value, determines whether tax will be applied to purchases made from the Supplier. If it is left blank then it defaults to TRUE if the supplier currency is the same as your base currency, if defaults to FALSE if the supplier's currency does not match your base currency. |
| Tax Code |
If Taxable is TRUE, set a default tax for that supplier using the tax's code. Tax Codes can be found under Settings, System Taxes. |
| Bank Name | Supplier's bank name. |
| Bank Branch | Supplier's bank branch details. |
| Bank Account | Supplier's bank account number. |
| Payment Term Description |
Advise the name of the Payment Term for the Supplier. The Payment Term must already exist in Settings, System, Payment Terms prior to import. |
| Postal Address Name |
Unique name for Postal Address of the Supplier. NOTE: To update the postal address, Postal Address Name must be supplied and at least one other postal address field that is not null. Postal Address cannot be deleted via the import. |
| Postal Street Address | Postal Address's Street Address Line 1. |
| Postal Street Address 2 | Postal Address's Street Address Line 2. |
| Postal Suburb | Postal Address's Suburb |
| Postal City | Postal Address's Town/City |
| Postal Region | Postal Address's State/Region |
| Postal Country | Postal Address's Country code, as per the International Organization for Standardization list 3166. |
| Postal Postal Code | Postal Address's Code. |
| Physical Address Name |
Unique name for physical address of the Supplier. NOTE: To update the physical address, Physical Address Name must be supplied and at least one other physical address field that is not null. Physical Address cannot be deleted via the import. |
| Physical Street Address | Physical Address's street address line 1. |
| Physical Street Address 2 | Physical Address's street address line 2. |
| Physical Suburb | Physical Address's Suburb |
| Physical City | Physical Address's Town/City |
| Physical Region | Physical Address's State/Region |
| Physical Country | Physical Address's Country code, as per the International Organization for Standardization list 3166. |
| Physical Postal Code | Physical Address's Postal Code |
| First Name |
First name of the Primary contact. Character limit is 255. |
| Last Name |
Last name of the Primary contact. Character limit is 255. |
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Email address of the Primary contact for the supplier. Purchases will be emailed to this address by default. Character limit is 500. |
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| Office Phone | Phone number of the Supplier’s office. |
| Website | The Supplier's website, saved against the primary contact. The website address must be a valid URL. |
| Phone Number | Primary Supplier contact’s telephone number. |
| Fax Number | Primary Supplier contact’s fax number. |
| Mobile Number | Primary Supplier contact’s mobile number. |
| DDI Number | Primary Supplier contact’s direct dial phone number. |
| Toll Free Number | Primary Supplier contact’s toll free phone number. |
| Purchase Template |
The default Doc Designer Template used when a Purchase Order is printed for the supplier. |
| Supplier Return Template |
The default Doc Designer Template used when a Supplier Return is printed for the supplier. |
| Lead Time (days) | The default number of days lead time your Supplier requires to deliver a Purchase Order, used if a lead time isn't defined for the product. |
| Cost Distribution Method |
Determines how Costs Lines from the supplier are distributed for Purchase Orders, choose one of the following values:
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| Reminder | Any reminder notes you want to display when creating Purchase Orders. |
| Minimum Order Value | The Minimum order value for purchases placed with this Supplier (if applicable). The value must be in the Supplier's currency. |