Supplier Setup via CSV

Let's go over how to set up all of your suppliers quickly and easily with a CSV.

 

Getting Started 

On the Suppliers page, click the CSV Options button, then select Get Template from the drop-down menu. Open the downloaded file in Excel. 

Already have a supplier spreadsheet? You'll need to download the template so you can match up the columns in your existing spreadsheet to the template's column names. 

 Matching the column names is critical. RestockPro will throw an error if you upload a file with column names that are different from the template. 

Column order does not matter. If your sheet's columns are arranged differently than the template's, no problem.

Starting from scratch? You can fill in the fields in the template directly.

 

Filling in the details

The CSV has the same fields as the supplier creation popup.

Required Fields:

  • Suppliers Alias - the name of the supplier, or a nickname you'd like to use.   

  • Address - AddressLine1, AddressLine2, City, State, Country, Zipcode. 

    • These fields will default to your store address. The address will appear on the POs RestockPro generates, so if you plan to send POs to this supplier you should fill in the correct address. 

  • Lead Time, in Calendar Days:  Fill in the relevant lead times for this supplier. RestockPro uses these lead times to make Restocking suggestions, so it's important that these lead times are accurate. You can enter 0 for lead times that aren't relevant to you.   

    • Supplier Lead Time - Enter the number of days for the supplier to ship items to your local warehouse. This is required for Local model users.

    • Direct Ship Lead Time - Enter the days from when you begin an order until the items have been shipped and checked in with Amazon

    • Cross Dock Lead Time - Enter the total days from when you begin an order until the items have been checked in with Amazon. Be sure to factor in the time for supplier shipping, prepping and reshipping.

RestockPro uses three tiers of cascading rules: global, supplier, and product. Everything in RestockPro will follow global rules by default. You can set your global rules under Options in the My Store tab.

For these rules, enter "Use Store Rule" to follow your global settings. 

  • Case Pack Rule: This will specify whether RestockPro should round up, round down, or not round for items that are purchased in cases. 

  • Velocity Estimation Rule: Allows you to set a custom velocity estimation rule for this supplier.

That’s it! You're done with the required information. 

Additional Information:

Options with default values: these will default to your global rules 

  • Target QOH: - Minimum and Maximum: These two let you set custom quantity on hand values for this supplier. 

  • Restock Model: set a different Restock Model for this supplier.  

Optional Information: 

  • Free Freight Minimum: allows you to track a minimum order amount needed for free shipping. 

  • Target Order Value: Track the desired order value for this supplier, if you have one. 

  • Other information: The other fields in the template allow you add further optional information about the supplier.

 

Last step: upload your supplier list

Now that you have added all the details you want for each supplier, it’s time to upload the file to RestockPro. Go to the Suppliers page and click the CSV Options button, then select Upload and pick your supplier list. 

That’s it, you’re all done uploading your suppliers!