This document provides a comprehensive guide on how to import supplier pricelists in HirePOS to manage supplier inventory and streamline quoting processes.

Supplier pricelists in HirePOS serve as a convenient way to maintain a list of supplier inventory that you may not have in stock currently but might order in the future. It also facilitates quoting customers for potential orders without leaving the HirePOS app.

1. Navigate to Setup > Items.

2. Go to Options > Import Supplier Pricelist CSV, or access the Supplier Pricelists tab and click on the Import Supplier Pricelist CSV link.

3. Choose an existing spreadsheet or import the provided CSV file into a new spreadsheet for guidance.

4. Browse for the Supplier Pricelist CSV file on your computer.

5. Click on Preview Data to review the data.

6. If needed, toggle the setting to Update item setup cost prices based on the supplier price list.

7. Select a Supplier from the dropdown menu.

8. Ensure the columns are correctly matched.

9. Click on Import Data.

After importing, you can review the Supplier Pricelists tab on the Items List screen. This list can be used as a reference for future sales and purchase orders.

Data can be imported via CSV files in various sections of HirePOS:

• Items

• Item Prices

• Item Groups

• Item Serials

• Customers

• Suppliers

• Sales Stocktake

• Bank Feeds / Bank Reconciliation

• Contracts

• Invoices (Balances Carried Forward)

When preparing CSV files for import, adhere to the following guidelines:

• Avoid commas in any field.

• Avoid quotation marks in any field.

• Avoid line breaks in any field.

• Avoid special or unusual characters.

• Limit each CSV file to a maximum of 5,000 rows.

To ensure data accuracy, follow these steps to condition your data before uploading:

• Strip all formatting.

• Remove unwanted characters like commas, quotation marks, and line breaks.

• Remove currency signs from prices.

Before importing, visually inspect and verify the data. Remove unnecessary columns and ensure meaningful headers are present. Export the cleaned data as a CSV file for upload to HirePOS.

Follow these steps for a successful import:

1. Navigate to the uploader in HirePOS.

2. Select the CSV file from your computer.

3. Preview the data and map CSV column headers to their destinations in HirePOS.

4. Press Import Data once all columns are correctly mapped.

For specific imports like new items or item prices, ensure to set relevant parameters for a successful import. When updating existing data, be cautious about unique identifiers to avoid data duplication.

To simplify data migration, you can utilize blank CSV templates provided by HirePOS. These templates contain all necessary headers for easy mapping during import.

By following these guidelines and steps, you can efficiently manage supplier pricelists and streamline data imports in HirePOS.