This process allows users to mass import Supplier Rates via csv file.
The Import Supplier Rates menu is located under Products → Suppliers, under the Rates Tab.
Once you arrive to the Import Supplier Rates screen, selecting the "Export" option will download a spreadsheet with the pre-determined columns required to create your Supplier Rates.
Once the necessary information is added into the spreadsheet, save the spreadsheet as a CSV file. Within the Import Supplier menu select the Magnifying Glass icon and then either drag the CSV file from your desktop into the box or select “Browse” to select the file from your computer.
When the file is uploaded, the system will attempt to match the headers from the file to the list Supplier Column headers on the top right. If the system does not automatically match the headers select the header from the CSV Columns menu then select its matching header from the Supplier Columns menu and select the “Map” button.
All mappings can be reviewed within the Current Mappings list on the very far right.
IMPORTANT
Before you finalize the import Rates process, select the options as follows:
Overwrite Existing records would erase all the existing rates under that Supplier and Service ID and replace it with what is in the uploaded file. Unchecking Overwrite Existing records, the process will Insert those rates and keep the original ones.
When ready to import select the “Preview” button at the bottom of the page. This will display the data to be imported and the adjoining mappings. After previewing the data select “Import”. The system will then import the Supplier Rates data into the system.
