Maintaining accurate and up-to-date vendor information for products is important for accurate purchase orders and metrics. Inventory Planner downloads vendor information and variant vendor details when possible (from inventory management system like Tradegecko or Brightpearl). For e-commerce system that does not have cost prices defined, there are several options:
- Upload vendor catalog for single vendor or for multiple vendors
- Create and edit vendors directly in Vendors
- When you create or edit a purchase order, you have an option to update cost price, vendor reference and other vendor data for variants and use it in subsequent purchase orders.
Single vendor catalog upload
You can use CSV or Excel file with arbitrary columns for vendor catalog upload. To upload a catalog for single vendor:
- Go to Vendors menu on the left and choose Import/Single vendor catalog
- Select file to upload
- Select vendor or enter name for new vendor
- Select columns in the file. Most of the columns are optional, if they are not selected, their value does not change
- Optionally, use Preview tab to verify columns
- Press upload and observe the result
Multiple vendor catalog upload
When you upload multiple vendor catalog, you specify a column that contains vendor name instead. This is useful when you have single file that contains information for all all vendors and variants.
Cost prices upload
You can upload a file with sku and cost prices. This will update cost prices for all vendors and variants. Click Import > Cost Prices.
Vendor list shows currently available vendors with some basic information. You can access vendor details by clicking on vendor title. Here you can also create new vendor.
Here you can edit cost prices and other information to be use in purchase orders.
Here you can add/remove products for the vendor, edit variant information for this vendor: lead time, review period, cost price, vendor reference and more.
Here you can add/remove brands for the vendor. Adding a brand automatically adds current and future products for this brand.