Overview
- Download the latest CSV template from the “Batch Upload Item Vendor Mapping” module.
- Add Inventory Movement information into the CSV template.
- Upload the CSV template into Xoro.
Download the CSV template file
- Go to Batch Upload Item Vendor Mapping using the Search Menu.
- Click on “Download Template“.
Add data to the CSV template
Once you’ve downloaded the template file, you can add/copy your data into the CSV. Mandatory fields are marked with a double asterisk (**) prefix.
- The file must be a CSV (Comma-separated values) file. The name of your file must end with CSV.
- Make sure you don’t change any of the column headings from row 1 in the template – these are needed for the file to import correctly.
- All date fields will accept a format of MM/DD/YYYY or MM-DD-YYYY.
- Be mindful of any leading zeros in your data, some spreadsheet software will trim them automatically without notifying you. This can be resolved by ensuring your columns have correct formatting.
- Sometimes long numbers (UPC, etc.) are formatted as scientific notation. Be sure to change the formatting on this data to display these long numbers correctly.
| Column Name | Data Type | Description |
|---|---|---|
| **VendorName | Text | Enter the Vendor you want to map the Item to. |
| **ItemNumber | Text | Enter the Item number of the Item you want to map. So when this Item is retrieved in a Purchase Order along with the selected vendor, the item’s rate and discount can be specified. |
| **VendorPartNumber | Text | Enter the Vendor Part Number. |
| VendorPartDescription | Text | Enter the Vendor Part Description. |
| **VendorListPrice | Text | Enter the list price for this vendor mapping, it will be fetched into the purchase order. |
| **VendorDiscount | Text | Enter the vendor discount for this mapping, it will be fetched into the purchase order. |
| LeadTimeDays | Text | Enter the lead time for this item. |
| ActiveFlag | Text | Put in “Y”, if you want the mapping to take place, else put “N”. |
| IsDefault | Text | Put “Y” if the default Vendor is used, else put a”N”. |
| SellUomCode | Text | Enter the Unit of Measurement Code. |
Upload the template
Once you have entered data into the CSV file, you can follow the steps below to upload it into Xoro:
- Click Browse to select the saved CSV Template file.
- After the file has been selected, click Upload to start importing.
- While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.
- After the import has been completed, the result will be displayed with the message for success or error (if any).
- Item Vendor Mapping will only get uploaded into the system if there are no errors in the file.
- If there are errors in the file, you can download the error file, fix the errors in the Original File, and upload it back into Xoro.
