Phase 1: Downloading the Template
- Navigate to Accounting > Bulk Update > Update Vendors.
- Open the Columns Update dropdown and check the boxes for the fields you want to update.
- Click the link to download the working Excel template.
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Phase 2: Filling out the Excel File
Fill in your updated data using the following field guidelines (ensure you save the file when done):
- VENDOR (Mandatory): The unique identifier or primary key the system uses to locate the correct record.
- Basic Details: VENDOR_NAME, VENDOR_CODE, LOCAL_VENDOR_NAME (Khmer script), EMAIL, and PHONE.
- Settings & Status: CURRENCY (e.g., Dollar, Riel), VATTIN (VAT ID), and ACTIVE (TRUE or FALSE).
- Address (English): HOUSE_NO, STREET, COMMUNE, DISTRICT, CITY, and ADDRESS (full formatted line).
- Address (Local Script): LOCAL_HOUSE_NO, LOCAL_STREET, LOCAL_COMMUNE, LOCAL_DISTRICT, and LOCAL_CITY.
- Internal Notes & Organization: MEMO (internal details) and BRANCHES (predefined branch codes like PP or KD).
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Phase 3: Importing the Data
- Return to the system and click Browse File to upload your completed Excel sheet.
- Preview the details to ensure there are no error messages.
- Click Import to apply the updates to the system.
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