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Suppliers

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Adding your suppliers to the ShippingEasy inventory system makes creating purchase orders a snap. This guide shows you how easy it is to add suppliers.

Step by Step Walkthrough

There are two ways to add suppliers to your ShippingEasy account:

  1. Manually Add Individual Suppliers
  2. Upload Multiple Suppliers Via CSV

Manually Adding Suppliers

Hover over “inventory” on the blue bar at the top and select “Suppliers”:

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Click the “Add Supplier” button:

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Fill in the details for your supplier. Name is the only required one, but the more information you have, the more useful this entry will be:

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If your contact for this supplier is reached at a different email than above, you can enter their information at the bottom, so purchase orders are directed to the correct person:

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Hit save at the bottom to add this to your list of suppliers:

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Upload Multiple Suppliers Via CSV

If you prefer, feel free to watch the short video that covers the information in this section and follow along on your account:

Adding multiple suppliers via CSV is a great way to save time and get all your information in quickly. You will need a CSV that contains columns with all the information you wish to upload about your supplier. The possible columns are:

  • Supplier ID
  • Supplier Name
  • Supplier Website
  • Supplier Email
  • Supplier Phone
  • Payment Terms
  • Resale License
  • Tax ID
  • Notes
  • Contact First Name
  • Contact Last Name
  • Contact Job Title
  • Contact Department
  • Contact Email
  • Contact Phone
  • Contact Fax

The easiest way to get a properly setup CSV file is to download our sample CSV here. Be sure to leave the supplier ID blank if you are uploading information on a new supplier, but be sure to map that field regardless.

Once you have your CSV, go back to the suppliers page and click “Upload Suppliers”:

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Click “Browse” to locate your CSV file, then click “Upload Suppliers”:

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If you downloaded our sample, it will automatically map the columns in this next step. If not, just match the information in the drop-down on the left with the information on the right:

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Once mapped, click the continue button at the bottom:

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Once the green ready button appears, click it to go to the final step:

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If there is any information incorrect, it will be highlighted in gold, just click the exclamation point to correct it:

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Click the complete upload button to finalize the upload:

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Further Reading

How to Add a Supplier

How to Find a Supplier ID

CSV Supplier Upload Sample CSV


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