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To begin, use the left-hand Navigation Bar and select the Vendors module.
Select Vendors from the sub-menu.
To import vendors, click the Actions tab at the bottom of the screen.
Click the Download Template button. Go to the .csv file and open it in a spreadsheet editing program to begin working on the import template.
The file contains sample data. You may use this data as a reference, but you should delete it before you upload the file into ApparelMagic.
Enter your vendors' information in the same format displayed in row 1. <br><br>The following fields are required for this template:<br>Vendor_Name and Active.
Enter 1 under Active if this vendor is currently active.
A system administrator should create values in the Settings module under the Dictionaries sub-menu for the following fields before they can be specified: Division, Terms, and Ship_Via_Name.
The Ship_Via_Name field must include the Provider and the Service defined in Dictionaries.
Next, save your .csv file and drag and drop the file into the Upload tab or click on the Upload tab to select a file.
The Review window will let you review your import and ensure all fields have been filled correctly. Click on an item to evaluate it. Errors will display on the right. Click Import when ready.
If you would like to add locations to already existing vendors, select the Locations sub-menu.
Click Actions to download the template.
Click Download Template.
Rows 2 and 3 contain sample data. Use this as a reference and then delete it before uploading.
Follow the format displayed in row 1.<br><br>The following are required fields for this template:<br>Type, Company, and Location_Name.
Enter Vendor in Type to denote that this is a vendor location. The vendor should already exist in ApparelMagic.
Drag and drop the .csv file or click on the Upload tab and select a file to upload.
Review the information entered and then click Import.
To add people to already existing vendors, select the People sub-menu.
Click the Actions tab at the bottom of the screen.
Click Download Template.
Refer to the sample data in row 2 and delete it before uploading. <br><br>The following are required fields for this template:<br>Type, Company, First Name and or Last Name.
Follow the format given by row 1. Enter Vendor as the Type to denote that it is a vendor. The company should already exist in ApparelMagic.
Drag and drop the .csv file to upload or click the Upload tab and select your file.
Review the information and click Import.
Congratulations! You have learned the steps to importing vendors in ApparelMagic.