Prepare Supplier Catalogues for Import

Before a catalogue can be imported, the file from the supplier must be formatted into the correct order and file type for IRIS Financials.

The catalogue file provided by or downloaded from the supplier website must be in comma-separated values (CSV) format. If the file is in another format, before preparing the file, it must be converted to CSV — contact your system administrator.

1. If the following columns are not already the first four and in the following order, move them: 

   If any of the columns were not provided, add the columns and required details.

   • STOCK ITEM CODE
   • Stock Item Title
   • Unit of Measure
   • Price
2. After the Price column, add the following columns and for all rows, enter the required details:
   • Ledger — Enter the Code of the ledger the supplier account was added to
   • Account — The supplier's account Code

   • Stock Type Code — Enter the stock type code created for the catalogue

     

3. When all the details have been entered, save the file.