Create And Update Vendors In Bulk

Bulk Update Vendors

You can Add/Create a single Vendor.

Use "Bulk Update Vendors" to update existing Vendors or create new ones.

Prerequisite

Your User Role must have the "Bulk import/update vendors" " toggled 'On.'

To do that:

1. Click Settings.
2. Select User Roles.
3. Make sure to select the facility you need.
4. Click the icon to CONFIGURE.
5. Locate the Admin Card.
6. Next to the Distribution line on the Admin Card, click Actions to configure the Actions for the Admin Distribution modal.
7. Check the box to Bulk import/update vendors.
8. Click Save.

Bulk Update or Create Vendors

1. Click Settings.
2. Select Distribution.
3. Select Vendors.
4. Click Bulk Update Vendors.

   

5. Follow the instructions on the page, and read the NOTE carefully:

   

6. The Vendor Column Descriptions part of the page describes the information on the CSV file and how to handle it.