Prepare your suppliers data: Make sure you have a structured file (e.g., CSV, Excel) containing the suppliers information you want to upload.
That's why Dizlog make it easy for you, from downloading ready template file, to providing what needs to contain prior to uploading bulk lists of suppliers to your Dashboard.
Here's the information that needs to be gathered from the suppliers:
Company Name
Company Phone Number
Company Email Address
Contact Name
Contact Phone Number
Billing Info
Payment Terms
Supplier Type
To know how to upload suppliers choose which feature you are using:
From the Dashboard screen, click "Suppliers" dropdown list and click "My Suppliers"
Click "+ Import Suppliers".
Click " Download Template File " it's a csv file you may download that contains the format upload your suppliers in bulk.
Here's the ready template for Suppliers, fill in the required column and save the file, make sure to rename the file prior to saving.
On the other sheet named " guidelines " you may find the General Notes
Once you have listed all customers you may now upload the bulk template file by dragging the file to the screen.
Click " Upload ".
That's it, you are now able to upload bulk suppliers!