This article describes the import process 'Vendors - Import Supplier Category Combinations' in the Vendor Management module.
Users must upload a file containing supplier IDs to link them to categories via the category code.
All columns in the template are explained, and it is essential that the file meets the requirements to ensure a successful import.
The import adds new categories to suppliers without unlinking previous categories.
The article below pertains to Source to Contract (S2C) for the following applications and/or module(s):
Vendor Management
ISPnext cannot perform this import on request.
This import must be executed by an end user with 'Client Administrator' rights.
When using the import process 'Vendors - Import Supplier Category Combinations', you need to upload a file containing the supplier IDs of the suppliers in the Vendors module that you want to link to a category, based on the category code (ref. of the category).
You will use the template that you can download in step 2 of the import process.
Below are all the columns from the import template explained. If the import file does not meet these requirements, the import will fail.
Categories and suppliers on the same line will be linked to each other. You will see this reflected in Vendors and in Admin > Vendor Settings > Link Categories.
Note: This import adds new categories to a supplier; no previously assigned categories will be unlinked.
| Column | Explanation | Requirements | Mandatory |
|---|---|---|---|
| CategoryCode |
The reference of the category. You can find this in Admin > Tables > Categories. Note: If pre-fix-zeros are used in the category references, the file must be adjusted so that Excel does not correct them automatically (Copy/paste + Text to columns function) |
Reference of an existing category in Admin > Tables > Categories. | ✅ |
| SupplierId |
The ID of the supplier. You can find this in the supplier overview in Vendors > Supplier. Ensure that 'supplierid' is checked via the Columns function. |
Numeric supplier ID of an existing supplier in the Vendors module. | ✅ |