Our system provides a convenient upload utility option that allows you to update multiple existing supplier records efficiently. Here are the key steps and considerations:
Updating Existing Supplier Records:
- Use Supplier Master Template: Begin by preparing your data in the Supplier Master Template. In this template, you only need to provide the new PAN (Permanent Account Number) for the existing supplier code that you wish to update.
- Data Verification: Before proceeding with the upload, ensure that the existing data is accurate and not duplicated or invalid. Additionally, verify that the supplier code you intend to update is correct.
- Data Format and Correctness: It’s essential to ensure that all values in the respective columns of the template are correct and adhere to the correct format. Any inaccuracies or formatting errors may affect the update process.
- Upload Data: Access the upload utility within the system and select the Supplier Master Template with the updated PAN number data.
- Update Based on PAN Number: The system will use the PAN number as a unique identifier to match and update the existing supplier records. Only the records associated with the specified PAN number will be updated.
By following these steps and adhering to data accuracy and format guidelines, you can efficiently update existing supplier records in the system. This feature helps maintain up-to-date supplier information without the need for manual data entry.
Important Note: Please exercise caution when using the upload utility, as any incorrect or incomplete data may lead to unintended updates or errors in your supplier records. Always ensure the accuracy and integrity of your data before initiating the upload process.
For specific instructions on using the upload utility in your system or if you encounter any issues during the process, refer to the system’s user documentation or consult with your system administrator for guidance and support.