Supplier has the option to select which Customers can view the products for upload.

Step 1: Go to SYSTEM, then click on Import/Export.

Step 2: Go to Products Import/Export tab, then click on Download Template.

Step 3: Open the downloaded CSV file.

Step 4: Complete the Product Template. Make sure to delete the sample row.

Below are the mandatory fields:

  • Category Level 1
  • Product Code
  • Product Name
  • Product Description
  • Minimum Order Qty
  • Taxable (Yes/No)
  • Billing Unit
  • Order Unit
  • Unit Price

Step 5: Save the completed Customer Account Template as a .csv file.

Step 6: Click on Choose File to select the updated Product Template.

Step 7: Click on Customer List button.

Visible to All Customers
By default, products for upload are visible to all Customers.

Step 8:
Uncheck Visible to All Customers checkbox to select the specific Customers. Click on Update once done.

Step 9: Notification appears once changes have been saved. Click on Close button to continue.

Step 10: Click on Upload.

Notification appears once products have been uploaded.

Need more help with this?
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