Optional · Step 4.1

Importing suppliers

Optional. Bulk-import master suppliers and contacts from a spreadsheet.

Optional — step 4.1. Part of catalog setup. Use this when you have many vendors to load at once instead of entering them manually.

Supplier import is organization-scoped — one supplier list shared across all outlets and teams.

Where to import

  1. Open Getting Started → Import Suppliers.
  2. Download the CSV template.
  3. Fill in supplier and contact details.
  4. Upload, preview, then confirm.

File layout

One row per contact. Rows with the same Supplier Name are merged into one master supplier.

Column Notes
Supplier Name Required
Address Optional
Min Order Amount Optional
Delivery Days e.g. Mon Wed Fri or 1,3,5 (0 = Sunday)
Lead Time Days Days from order to delivery
Order Cutoff Time 24h format, e.g. 14:00
Notes Free text
Contact Name / Email / Phone One contact per row; add extra rows for more contacts
Update if Existing yes to update supplier details and merge contacts; no to skip existing suppliers

Duplicate contact emails for the same supplier in one file are rejected at preview.

Tips

  • Run this before item import if you use strict supplier lookup on that step.
  • With auto-create on item import, missing supplier names are created automatically — supplier import is still worth doing up front for contacts, delivery days, and order rules.
  • Use consistent supplier names — "Diageo" and "DIAGEO PTY LTD" become two suppliers.

What's next

Step 4.2 — Importing items.

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