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V9 - Bulk editing vendors

 

  1. Go to Tools & settings > Export data.
     
  2. Under the Purchasing dropdown, select Vendors.
     
  3. On the export page:
    1. Go to the Columns section and select Add all columns required for import. (Ignore the Filters and Options sections.)
    2. Under Retrieve your report, select Email or Download as the method of delivery for the exported data. In either case, a pop-up window will open.
      1. Email. Sends the exported file as an attachment to the email address(es) you specify. The report file type options are Excel (.xlsx), Legacy Excel (.xls), and Comma-separated values (.csv).  Multiple email addresses must be separated by a comma.
      2. Download. Choose the desired report file type—Excel (.xlsx), Legacy Excel (.xls), or Comma-separated values (.csv). 
         

  4. Make a backup copy of the exported data file before editing.
     

  5. If opening the spreadsheet in Excel and the exported format was also in Excel, you must unprotect the sheet (located on the Review ribbon).
     

  6. Add or edit your data on the spreadsheet. Refer to Vendor column descriptions for bulk edits as needed. 
    1. Do not change any column headings.
    2. Do not change the VendorId for existing items, and leave the VendorId cell blank for new vendors.
       
  7. Import your data.
    1. Go to Tools & settings > Import data.
    2. Under the Importing dropdown, choose Vendors.
    3. Drag and drop your Excel or CSV document in the File field, or use the File selector button to choose the file you wish to import.
    4. Select Preview. SOS will display the first 10 lines of data, so that you can ensure the correct file of data is being uploaded.
    5. If the Preview looks correct, select Import.

 

SOS Inventory will send a notification indicating whether the import was successful.  

 

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