Steps to import vendors in bulk from dotBizX.Com

1. Step 1: Open The Interface of Daily Works module

     Click on Daily Works (1) menu => then you click on Vendors Import (DW14) tool like Illustration 01 bellows.

Illustration 01: The Interface of Daily Works Module

Illustration 02: The interface of import vendors

2. Steps 2: Organize the data into an Excel file

     Now you click on 2nd box to download the Excel template file to your computer => next you delete all demo data from that Excel file => Then you input all information about your vendors into that Excel File.

     When you finish with that Excel file so you click on Upload Your Excel File (3) button like Illustration 02 above to upload your Excel file => Final, you click on IMPORT (4) button to finish.

     * Notes:

+ The columns in the sample Excel file will be explained in detail in the red 6th area and 7th area as shown in illustration 02 above.

+ To get the VAT_ID, click on the List Of VAT box (8) as shown in Figure 02 above. In the displayed list, you will see VAT_ID. For example: If the value is: ID/CODE(9) - Name(VAT - 0%) - Tax Number(VAT0) then VAT0 is the VAT_ID.

    If this list is empty, follow the instructions in the following article to create a VAT list: 1.7. Tax Settings.

+ The data for the CURRENCY column in the Excel file can be obtained from the List of Currencies (9) box as shown in Illustration 02 above. When you click on it, a list of Currency will appear. You select the value that matches the Currency applicable to the vendor. From this value, you will know exactly which data to retrieve. For example: If the value you select in the List of Currencies (9) box is: ID/CODE(1) - Name(AED) => Then the value to fill in the CURRENCY column in the Excel file is: AED.

+ The data for the COUNTRY column in the Excel file can be obtained from the List of Countries (10) box as shown in Illustration 02 above. When you click on it, a list of Countries will appear. You select the value that matches the vendor's Country. From this value, you will know exactly which data to retrieve. For example: If the value you select in the List of Countries (10) box is: Japan => Then the value to fill in the COUNTRY column in the Excel file is: Japan.