This section is useful when we have a lot of vendor data to be uploaded into the asset infinity application and hence doing it one by one will be very difficult. In this case this section will help in uploading all the vendor data at once in the application. 

 

This section can be reached by going to: 

Menu > Import Data>Vendor

 

When we reach here, the following screen will be visible: 

 

 

 

Here, we can see that we can add data for multiple columns related to the vendors.

 

The fields with a red asterisk “*”, are mandatory and without entering them the vendor data will not be saved. When we click on save without filling these mandatory fields, we will see the following error: 

 

 

 

Here we can see that the mandatory field is highlighted in red indicating that this information needs to be added in the grid. 

Considering the vendor upload screen again, we see: 

 

 

 

Here, we have two options of uploading the vendor data: 

 

1. We can directly enter the information for multiple vendors in the grid which is visible to us. 

2. We can download the template and fill in the required vendor information and upload it to add the information. 

 

If we choose the 1^st Option, then we need to fill the details regarding the specific columns. These columns are as follows: 

 

The registration code for the vendor can be added in the 1^st column. 

The email address of the vendor for notifications, the primary Address of the vendor.

The name of the vendor, the city to which the vendor belongs to, the name of the nodal contact person of the vendor, the postal code, the phone number of the nodal contact person, the VAT no., Any secondary address, GST No., the state to which the vendor belongs to, PAN Card No., all these details can be mentioned. 

 

We can see a “Show in Ticket Assignee” Column. This column is useful when the vendor whom we are adding will be responsible for the resolution of our raised tickets as well. So, when this is clicked as Yes, then this vendor’s name will come while we are creating a new ticket. 

 

When we click on the Save Button, the information gets added into the application.

 

 

 

If we choose the 2^nd Option, then, we have to consider the 3 icons above: 

 

These buttons are regarding the download of the reference file, downloading of the template and the upload of the filled template. 

 

We can click on the 'i' button, which will download a reference file with the vendor information already filled up.

 

This sample information can be used to understand how the information has to be added and hence by using it we can add our own vendor information. 

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After opening the reference file we can see above, the information as it will be visible. 

 

The download button is regarding the download of the template, if we are uploading the data from the excel files. 

 

The template will be visible like this: 

 

 

 

Here, we have added certain sample information in the template.  

 

After adding the information like this, we need to upload this file by clicking on 'Upload' button in the application.

 

After uploading, the data gets automatically added in the grid and the following screen will be visible: 

 

 

 

Here, after adding the data, when we click on save, the data gets added into the application. 

This ends our bulk vendor upload section.