Rackbeat allows updating of the supplier's product numbers manually or via import, ensuring accurate data for purchasing management and efficient inventory handling.
In Rackbeat, you can update your supplier's item numbers for your goods in two ways: manually or via import.
Access Supplier Data
To manually add or update the supplier's product numbers:- Go to the 'Purchasing' tab: Click on 'Suppliers'.
- Select a Supplier: Click on the supplier number or 'Edit' to access their information.
- Navigate to 'Products': Click on 'Products' in the top menu on the supplier's page.
Manual Update
On the Products page for the supplier, you can see the following information:
Product: Your item name and item number.
Number: The supplier's item number. Update this by overwriting with the new number.
Price: Purchase price before discount.
Minimum order quantity: The smallest quantity that must be ordered.
Discount %: The discount rate given by the supplier.
Has item?: Indicates whether there has been a change on this line.
Update via Import
To update the supplier's item numbers via import:
TIP! You can import these changes across several different suppliers by having multiple supplier numbers in your import sheet, see the example in the images below.
- Click 'Import': Find and click on 'Import' on the supplier's Products page.
- Fill in the Import Sheet: Include columns for:
- Supplier Number: The supplier number for the supplier you want to make this change for.
- Product Number: The product number of the product that you want to make this change for.
- Alternate Number: This is where you enter the suppliers own product number for this product.
- Cost Price: The price in which you purchase this product for.
- Discount: The discount you've been given on this product.
- Enabled: enter the number 1 to check the box "Has product".
- Minimum Order Quantity: This is where you enter a minimum order quantity, if you have an agreement with the supplier that you have to order a minimum amount.
- Save the CSV file: Ensure the file is in UTF-8 format.
- Import the CSV file: Import the file and ensure the columns are correctly connected.
- Your changes are now imported.
TIP! You can download a sample file of the import by clicking on "Import" and then on "Example file".
This file is already a CSV file and contains the correct columns, still make sure to ensure the file is saved in UTF-8 format when you save your file.
ANOTHER TIP! You can also change the supplier's product number by going to the item and designating a primary supplier. Then you will have access to the field "Supplier's product Number" where you can update the supplier's item number for the specific supplier indicated on this product.