Managing suppliers
Before you can upload data in bulk using Excel spreadsheets, you must add a supplier to your organization. The Supplier column in the Excel spreadsheet needs to be mapped so that the system can accept the bulk upload.
Adding a supplier
Note
Only an administrator of an account can add suppliers. If you cannot access the Manage Supplier Settings section then you are not Administrator user.
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Select the Settings icon
and select Manage Supplier Settings. -
Select Add New Supplier.
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In the Supplier Name, Description, and Ref. No columns, enter the name, description, and reference number of the supplier in the associated fields.
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Select Save. You have now added the supplier to the list and system and you can it when adding activity data manually, by single or multi activity upload.
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Select Delete to remove a supplier from the system.
