Import Cust/Vendor

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Import Customer or Vendor

You can use customer/vendor import function to add more than one customer/vendor at once.


  1. Main Menu > Cust/Vendor > Biz Partner > Cust/Vendor Import

  2. Download and fill out the Excel;

  3. Fill in Information;

  4. In Select Spreadsheet for Importing, choose your completed Excel file from your computer, and then click Import this Spreadsheet;



  1. Click Save;

  2. Done;


Tips

Please follow the format of Excel system provided, the definition of fields are as below:


Field Name

Description

IsCustomer

Fill in "Y" for Customer, otherwise fill in "N"

CustomerNum

Fill in Customer number if you have; or just leave it blank, system will generate a new customer number for each customer.

IsVendor

Fill in "Y" for Vendor, otherwise fill in "N"

VendorAccessCode

Fill in a short code for your vendor

CompanyName

The name of your customer

WebSite

Customer's website

AddressCode

Fill in a short name for address, e.g. office, shop, warehouse, etc.

Address

Customer's address

City

City of the address

State

State of the address

PostalCode

Postal Code of the address

Country

Country of the address

Phone

Contact number

Phone 2

Contact number 2

Fax

Fax number

ContactFirstName

First Name of Contact person

ContactLastName

Last Name of Contact person

Department

Department of Contact person

Position

Position of Contact person

Sex

Sex of Contact person

Email

Email of Contact person

CreditTermDays

The days of credit term you provided to the customer

CreditLimit

The amount of Credit Limit you provided to the customer

Price Group

Specify the Customer Price Group, if leave it blank, MOSES will use the Customer Price Group as the one you chose while importing

Remark

Remark on Customer

Login Name

Customer Login Name for MOSES Net

Login Password

Customer Login Password for MOSES Net