Importing and Exporting Vendor Information
Introduction
Tagrain allows you to Import and Export vendor information. You can use this feature to add new vendors.
Adding a single Vendor record in Tagrain is quick and simple. What if you have to add multiple Vendor records. Adding one record at a time can be cumbersome and time consuming. In such a scenario you can benefit from the Import / Export feature of Tagrain. You can use this feature to add multiple vendor records, in one go.
Get the Template
The steps to procure the Import Template are listed below:
Step 1. Click on the Export button on the Vendor List View screen.
Step 2. Browse to a location where you want to save the vendor.xls file.
Step 3. Click on the Save As button to save the vendor.xls file to your desired location.
You can then use this exported file as your Import Template to upload information. You can:
– Edit the existing records and/or
– Add new records
Fill the Template
The steps to fill the vendor.xls file are as follows:
Step 1. Navigate to the location where the vendor.xls file is saved and Open the file.
Step 2. Fill in the desired fields.
Step 3. Save the vendor.xls file.
Import Vendor Data
The steps to import Vendor data using the excel template are listed below:
Step 1. Click the Import button on the Vendor List View screen
Step 2. Navigate to the location where the vendor.xls file is saved.
Step 3. Select the file.
Step 4. Click OK to initiate the Import process.
The application will notify you of:
1. When the Import begins
2. When the Import completes.
The vendor.xls file holds the entire Vendor Master data which can further be utilized for further analysis purposes.
When the Import completes, you can run into one of the following scenarios:
-- Successful Import
If the Import is successful, you don't have to take any action. Instead you can navigate to Home > Vendor > Vendor to see the new customer records.
-- Un successful Import
If the Import is un successful, you will have to download the uploaded file, rectify the error, and then re import the file.
The template has tooltips to assist you in filling up the sheet
Information contained in the Excel File
The table below shows the vendor.xls file headers that are available to manage the Customer data.
Vendor Code
This field is used to specify the Vendor Code. If this field is left blank, the application will auto-populate the field with the Vendor Code pre-defined in the application.
Vendor Name
This field is used to specify the Vendor Name.
Vendor Group
This field is used to specify the Group to which the Vendor belongs.
Is Active
This field is used to specify if the Vendor is an active Vendor. The available values are: True and False.
Company
This field is used to specify the Company where the Vendor is employed.
Email
This field is used to specify the Vendor’s email address for communication.
Web Page
This field is used to specify the Vendor’s email address for communication.
Tax Number
This field is used to specify the Tax Number.
Tax Code
This field is used to specify the Tax Number.
Address
This field is used to specify the Vendor’s complete Address.
City
This field is used to specify the name of the City theVendor resides in.
Zip Code
This field is used to specify the City’s Zip Code.
Country
This field is used to specify the name of the Country the Vendor is resident of.
State
This field is used to specify the name of the State the Vendor’s City falls under.
Phone Number
This field is used to specify the Vendor’s Phone Number.
Alternate Phone Number
This field is used to specify the Vendor’s Phone Number.
When you are creating a vendor record using the excel import feature, and you leave the Vendor Code field blank, the application will auto-populate the field with a Vendor Code based on the custom code pre-defined in the application under Global Settings.
Once the upload template is properly filled, click the import button on the Vendor Master Screen. Navigate to the location where your vendor.xls file is saved. Select the file and click OK. The application will indicate when the data upload starts in the notification center. Once the data is uploaded, the application will again notify for the successful data import.
In case there is an error in the upload process (mainly due to an error in the excel sheet), the application will notify the error message in the notification center.
You can click on the error message in the Notification Center, to download the “uploaded file” and rectify the error.
Export Vendor Data
The steps to export vendor data using the excel template are listed below:
Step 1. Click on the Export button on the Vendor List View screen.
Step 2. Browse to a location where you want to save the vendor.xls file.
Step 3. Click on the Save As button to save the vendor.xls file to your desired location.
This vendorr.xls file holds the entire Vendor Master data which can further be utilized for further analysis purposes.
Suggested Readings
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