Last updated on September 6th, 2023
In Gojee, you can have multiple suppliers for each inventory item.
You can add a supplier to an inventory item manually via a purchase order, the BOM, or by editing the item (this is a one off manual process), or you can go to a supplier’s page and bulk import a list of items they can supply.
The supplier catalogue tab on a contact’s page is used to bulk import a catalogue of items that a supplier can supply.
To get started, navigate to the contact list under Resources > Contacts. You can then filter this by Supplier.
Select the supplier that you wish to update the Supplier Catalogue for.
Click on the Supplier Catalogue tab and you’ll be presented with the following screen:
To import / update a supplier catalogue, click “Import Catalogue” from the top right of the page.
You will be presented with a modal where you can download the supplier catalogue template and update it with your suppliers items before uploading it into Gojee:
Please read the instructions in the modal carefully as not following the template as it will create issues while uploading the catalogue.
An example template file is shown below (as opened in Microsoft Excel or similar):
The numbered items in the image are described below:
When editing this template make sure to save it as a CSV file, and save it in an accessible location for upload.
Once the template has been updated and saved, simply go back to the modal, click select file, then choose Upload file as per the image below:
If there are any issues with the import the modal will advise of the problems. Once the import is complete, the items will be visible in the “Supplier’s Catalogue” tab of your supplier’s file.
Whether an existing catalogue needs to be updated, you want to work with the data, or the catalogue needs to be moved over to a new contact, the CSV of the supplier catalogue can be exported with little trouble. Simply click the “Export CSV” button and the existing supplier catalogue will be exported as a downloadable CSV.
With this CSV, you will be able to perform bulk updates to prices, names etc. You can then re-import with the “Import Catalogue” button.
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