Importing suppliers from Excel

Import Supplier List from an Excel File

I. Purpose

This feature allows restaurants to import an existing supplier list from an Excel file into the system. It is commonly used when a restaurant is newly setting up the POS and already manages supplier data in Excel.

II. Steps

To import a supplier list, follow these steps:

1. Go to Utilities → Supplier.

2. Click Import.

3. Download the Excel template file to your computer.

4. Copy your existing supplier list into the downloaded Excel template.

5. Save and close the Excel file.

6. Click Select, then browse to and choose the completed Excel file.

   • If the import screen was closed, return to Utilities → Supplier and click Import again.

7. Click Continue.

8. In the Check Data step, the system will display:

   • The number of valid rows

   • The number of invalid rows

   • Invalid rows will not be imported.

9. Click Proceed.

10. In the Import Results step, the system imports all valid rows and displays the import summary.

✔ The supplier list has been successfully imported into the system.