OrderEazi Knowledge Base
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      • 2024-12-13
      • 2024-11-19
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      • 2022-12-05
      • 2022-11-06
    • 🚀Roadmap
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  1. Sales Features
  2. Suppliers

Import Supplier

Managing Supplier Information - Simple and Effective!

Maintaining accurate supplier records is crucial for effective business management. Whether you're adding new suppliers to your database or updating existing ones, follow these straightforward steps to efficiently manage your supplier information.

Adding Suppliers - As Easy as 1-2-3!

Expanding your supplier database has never been simpler. Just follow these straightforward steps:

This updated text shifts the focus to managing supplier information and outlines the steps for adding suppliers.

1. Access Supplier Management

  • Start by clicking on the "Suppliers" icon located on the sidebar.

2. Go to Import Mode

  • Look for the import supplier icon located at the top right corner, right next to the "Add Supplier" icon. Click on it.

3. Importing Made Simple

  • Congratulations! You've entered the Import Supplier screen. Let's break it down:

Step 1: Download the Supplier Template

  • Kickstart your supplier import process by downloading our handy Supplier Template. It's your trusty guide to success.

Step 2: Follow the Import Success Guide

  • Now, for a seamless experience, follow our step-by-step instructions as you fill out your Excel sheet. We've tailored this guide to ensure your import goes off without a hitch.

Step 3: Upload Your Completed Template

  • Once you've filled out your Excel sheet following our instructions, it's time to upload it. You can either drag and drop the file or simply click to upload. Sit back and relax; we'll handle the rest!

4. You're Done!

  • That's it! You've successfully added your clients. It's as simple as 1-2-3. Now, watch your supplier base grow and thrive.

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Last updated 1 year ago