Help CenterIf you have price lists from your suppliers, you can import these on the specific supplier to make it easier to when creating new purchases and to ensure your agreed prices are applied. This guide shows you how to import supplier items into CostTracker.
Go to "Item list" in the left section and select "Upload items" in the top right corner.
Here you can download a template file, fill out the required fields and upload to the supplier card in CostTracker.
Explanation of the fields in the template file:
Item number (mandatory) - This is the item number that will be displayed on the purchase order document. The field is unique per supplier so the file can only include one item number per file. If you re-upload a file with the same item number, the information will be replaced (e.g. when updating prices).
Owner ID - If you have en own internal ID number, you can use this field.
Global ID - If the items have a global ID number, you can use this field
Group - Allows you to logically group items to make it easier to manage items
Category - Allows you to logically group items to make it easier to manage items
Description (mandatory) - Item description in the PO form
Unit measure (mandatory) - Unit measure in the PO form
MOQ - Minumum Order Quantity
Gross price (mandatory) - Price before any discounts. The net price used in the PO form will be calculated based on this less discount.
Discount - Discount percentage, e.g. 10 means 10%.