To prevent your team from ordering items from the wrong supplier, you can associate products with particular suppliers. To learn how to add a supplier in Veeqo, check out this guide.
The saved cost price and Suppliers Product Reference for these products will automatically be populated when creating Purchase Orders.
NOTE: You can create a Purchase Order for your suppliers without connecting them first. However, you will need to manually enter the cost price for these products each time.
Associate products to one supplier
Go to Purchasing
Click Suppliers
Find the supplier you want to associate products to in the list and click on the supplier name to open the supplier pop up.
Click on the Products tab on the supplier pop up.
Type the SKU or product name for the product you want to associate and click on the relevant search result.
If you have multiple suppliers, you can select "Make Default Supplier" to raise purchase orders from this supplier on the Demand Forecast Report.
Set a "Unit Cost Price". This will automatically populate purchase orders created for this supplier with the correct cost price for the supplier.
We also recommend updating your "Lead Time" to make the forecast more accurate.
NOTE: The default lead time is set at 7 days.
Associating suppliers and products in bulk by CSV
To perform this task in bulk, ensure your Suppliers have already been added to Veeqo. Then, follow the steps below:
From the Inventory page:
Choose your location
Select "Export Suppliers, Supplier Prices, And References"
Download the CSV file from the Notification Bell. When opening the file you'll see 4 columns for each supplier you have:
supplier_###_id: The unique supplier id that Veeqo uses to identify this supplier
supplier_###_name: The name of the supplier in Veeqo.
Do not change this.
supplier_###_cost: The cost price for the product in the currency of your supplier
supplier_###_ref: The reference your supplier uses to identify the product
Add a cost price and reference (could be any number) in the rows for the products you want to associate with the supplier.
Save the file under a new name. Go to the Inventory page and hit Upload.
Choose "All" as the Import Type.
NOTE: Whenever you're working with CSV files we always recommend you keep a backup. So when this file downloads open it up and save it under a new name to create a copy before editing.
IMPORTANT : When importing the products CSV file back into Veeqo, you may find that the supplier fields will show the message 'Unable to automatically match'. You will need to click 'Include as custom field'.
When you 'include as custom field', you will receive a confirmation.
You'll need to make sure this is done for all suppliers you want to add products to.