You can import vendor data to create and update vendors in Inventory Planner.
Vendor data is distinct from vendor attributes, which are specifically concerned with variant data that is associated with vendors, such as a vendor SKU. Learn more about importing vendor attributes here.
To import vendors, on the Imports screen, select "Vendors", then click "Upload file" at the bottom of the page:
Building an import file
Create a spreadsheet including the information you want to import, making sure each column has a header:
Column name | Required | Column type | Comments |
Name | ✓ | Text |
|
| Text |
| |
Currency |
| Text | Must be in ISO 4217 format. |
Discount |
| Number |
|
Default tax |
| Number |
|
MOQ type |
| Text | |
Min purchase budget |
| Number |
|
Min purchase quantity |
| Number |
|
Shipment method |
| Text |
|
Payment terms |
| Text |
|
Internal notes |
| Text |
|
Default PO notes |
| Text |
|
Vendor address |
| Text |
|
Warehouse |
| Text | The warehouse to set the lead time and days of stock for.
You can also set a warehouse on the next screen. |
Lead time |
| Number |
|
Days of stock |
| Number |
|
You can download a CSV template to help you build your file. Once you've built it, either drag and drop your file into the upload area, or click the upload area to select your file from your computer. Then, click "Map columns".
Mapping fields
Map your columns in the file to Inventory Planner fields. In addition to the columns in the file, you have some options to configure surrounding lead time and days of stock:
Update lead time and days of stock for variants
If enabled, the lead time and days of stock in the file will be set for the vendor's associated variants too.
Warehouse
You can choose which warehouse to set the lead time and days of stock for if not already present in the file, or choose "All warehouses".
Once you've mapped all your columns, click "Import".
Inventory Planner will process the file. Once the file is processed, you will be presented with a summary of the changes made and a list of any errors that were triggered.
Importing cost prices
Importing minimum order quantity types (MOQ types)
When importing minimum order quantity types for a vendor, the supported types are listed in the table below. The code is case-sensitive.
Type | Code in file |
Disabled | none |
Variants | variant |
Products | product |
Purchase orders | po |