I have created a csv file ready to import suppliers however I cannot see the option to import the account number. On your list it confirms an account number can be imported however on attaching the csv file mapping option is given.
Also - how do I set a default nominal code once the supplier has been uploaded or is this also available on upload?
thank you Donna
This option is only currently available when importing clients data, at the moment the ‘Supplier Reference’ cannot be imported and the system will automatically generate a reference, once the record is imported, you can click ‘Modify Supplier Details’ to change the supplier reference.
Go to the supplier’s account and click ‘Modify Supplier Details’ to change the default purchase category or any other information:
Thank you - all answered, much appreciated.
This topic was automatically closed after 7 days. New replies are no longer allowed.