Show/Hide Toolbars

DBA Help

Navigation: Technical Guides > Data Import Guide

Data Import - Item Suppliers

Scroll Prev Top Next More

(File – Data Import – Item Sources – Item Suppliers)

Use this screen to import purchased item suppliers, including supplier part numbers and prices.  

Supporting Tables  

Some or all of the following tables must be created in advance before you can import your item suppliers.  Refer to the Startup Guide for details.  

Stock Items (Required)

All your purchased items must be entered or imported before you can import item suppliers.    

Suppliers (Required)

All item suppliers designated for import must exist in the suppliers table.    

*.csv File Format

Make sure you save the item suppliers spreadsheet as a *.csv file type, which is the format required by the mapping screen.  

Spreadsheet Columns

Your spreadsheet must include the following columns.  Be sure and insert a title in row one of each column heading so that the column can be identified during the mapping process.  

Item ID (Required, String, 30)

This is the item ID associated with this item supplier.  Any value in the column must correspond to a record in the Stock Items table.  

Supplier (Required, String, 50)

This is a supplier for this item.  Any value in the column must correspond to a record in the Suppliers table.

Supplier Part No (String, 30)

This is the supplier’s part number for this item.  

Supplier Description (String, 60)

You can optionally specify the supplier’s description for the item.  

Supplier UM (String, 8)

This is the supplier’s unit of measure for this item.  

Multiplier (Float)

This is used to calculate the supplier’s order quantity if the supplier sells the item in a different unit of measure than your stocking unit of measure.  The DBA quantity is multiplied by this amount to arrive at the supplier’s quantity.  Here are two examples:  

Stock in        Buy in                Multiplier

FT                  YARD                .333333

FT                        INCH                12

Supplier Price (Float)

This is the supplier’s price for this item for your most typical order quantity.  

NOTE: This field can be updated after the initial import to reflect current supplier prices.  

Default (String, 1)

Enter a ‘T’ against the default supplier for the item.  It is not necessary to enter an ‘F’ against each non-default supplier.  If you leave this field blank, the first supplier imported for the item is flagged as the default supplier.  If you flag two suppliers for an item by mistake, the last one imported gets flagged as the default supplier.  

Spreadsheet Import

The import process involves four screens that are presented in succession by clicking the Next button.  

Screen 1 – Introduction

This first screen provides information notes on each particular import, a list of supporting tables that should be populated prior to running the import, and a listing of required fields.    

Screen 2 – Select Import File

1. Column headings  

This checkbox is selected by default and tells the program to skip row one of the spreadsheet because it contains column headings.  

2. Choose the import file  

Click the button in this field to navigate to your *.csv spreadsheet file.  

Screen 3 – Map Fields  

Om this screen you will map each DBA field, where applicable, to the corresponding column on your spreadsheet.  Field explanations are as follows:  

Your Data

Click the down arrow and select the column heading from your spreadsheet that matches the DBA field.    

Required

This checkbox is selected when the field is required, which means all rows in your spreadsheet must have a value.  Mapping is optional with non-required fields.  

DBA Field

This is the descriptive name of the field in DBA.  

Type

This indicates the field type, such as ‘Blob’ (freeform text), ‘Boolean’ (true/false), ‘Float’ (floating decimal), and ‘String’ (alphanumeric).    

Length

This indicates the field length, when applicable.

Screen 4 – Import Data  

When you are done with your mapping, click the Import button.  The program will attempt to import your data.  If any errors are found, the data will not be imported and a list of errors is presented on the screen.