Importing a Vendor List to AmberPOS With Excel

1.Download the Excel template file here.

 

2. Open the Excel file.

excel_vendor.JPG

 

Overview of Excel fields for Vendor:

VendorName: The name of the vendor. (example: Prisme Inc.)

VendorAlias: The alias of the vendor. (example: PRSM)

Address: The street address of the vendor. (example: 538 Johnson Street)

City: The city in which the vendor is located. (example: Coquitlam)

ProvState:  The province or state in which the vendor is located. (example: British Columbia)

PostalZip: The Postal Code (Zip Code) of the vendor. (example: V3C 5J8)

Country: The country in which the vendor is located. (example: Canada)

Phone1: The phone number of the vendor. (example: 604-724-8358)

Phone2: The second alternative phone number of the vendor. (example: 778-234-7274)

Fax: The fax number of the vendor. (example: 526-326-7245)

Email: The email address of the vendor. (example: testemail@email.com)

Website: The website of the vendor. (example: www.testwebsite.com)

PurchasingTerms: The purchasing terms with the vendor. (example: Net 30)

ReturnPolicy: The return policy of the vendor. (example: 15 days)

QuantityRestrictions: Quantity restrictions associated with purchasing from the vendor. (example: 5)

AccountNumber: The account number with the vendor. (example: 6234762367)

Notes: Any optional notes on the vendor. (example: This is a note)

ContactName: The contact name associated with the vendor. (example: John)

ContactPhone 1: The phone number of the contact associated with the vendor. (example: 603-762-7247)

ContactPhone 2: The second alternative phone number of the contact associated with the vendor. (example: 722-724-6234)

ContactCellPhone: The Celluar phone number of the contact associated with the vendor. (example: 512-641-7383)

ContactFax: The fax number of the contact associated with the vendor. (example: 612-725-7234)

ContactEmail: The email of the contact associated with the vendor. (example: examplecontactemail@email.com)

 

3. Go to File in the top right corner of the screen and select Save to save your excel file.

file_save_excel.JPG

 

4. Open AmberPOS and Login.

5. Access the Vendors Menu then select Import Vendors under the Skus tab.

vendors_button.JPG

6. Select Import Vendors list

import_vendors_list.JPG

 

7. Select VendorsImportTemplate

vendorsimportemplate_icon.JPG

8. Overview:

vendor_stufff.JPG

      Step 1: Ensure that the fields on the left match the fields on the right identically.

      Step 2: Select OK to proceed with the import.

 

9. A prompt will appear notifying you of a successful import.

vendor_success.JPG

 

10. If you want to roll back the changes made, access the Vendors menu again and after selecting the Import Vendors option, from the drop down menu select Roll Back Last Vendors Import.

roll_back_last_vendors.JPG

 

 Note: To import to update existing customers you must match the vendor name and alias values.

 

Article written with AmberPOS version 4.14.05.05

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