Supplier Pricelists in HirePOS facilitate the import of items from supplier spreadsheets and CSV files.

These imported items are intended for lookup purposes only and do not automatically become part of your inventory list. If any of these items need to be ordered, they can be manually set up and added as new items through the standard item setup process.

You can use this list to lookup the cost and retail price of items that you do not have in Stock, but might be able to order form your supplier. This can assist with quoting customers.

You can also add supplier pricelist items directly to a Purchase order, so you can order the item(s) you do not yet have in stock. These can be converted to an 'Item' directly via the PO screen either at the time of ordering, or at the time of receipt.

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.

To delete unwanted items, reimport the CSV file with an added "Delete" column. Populate this column with values such as Yes or True (case insensitive) to mark records for deletion. At a minimum, the CSV file must include the "Supplier Code" and "Delete" columns. Other columns can be included for matching purposes but have no impact on the delete action. Note that the "Supplier Code" must correspond to a valid supplier selected during the import process for the associated Supplier Pricelist item to be deleted.

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.