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    How do I add and update Supplier and ordering information?

    Within Citrus-Lime POS there are a number of Wizards to allow bulk changes to the items in your database. The Modify Supplier Information Wizard allows the user to make changes to the following fields for each item in bulk:

    • Supplier
    • Minimum order quantity
    • Supplier cost
    • Supplier reorder number
    • Master Pack quantity
    • Tax rate

    The wizard will also allow you to use SIM to get the supplier's latest prices for:

    • Supplier Cost

    The Wizards can be found under the Create & Manage Items section in the Cloud POS Back Office main menu:

    Within the Wizards menu, select Modify Supplier Information Wizard:


    You'll see there are several options for adding items to the Wizard in order to work with them.  In the example below, we are using the Search and Select Items option:

    Using this method, the first task is to find the items that you wish to update.   You can do this by making use of the filters.  Add the products you would like to update either individually, or add all results in the filter:


    Once you have selected the relevant items, click the Edit Items button at the bottom of the screen:

    The page will now load the grid in which you can amend the item data:

    A common use of this Wizard is to update the supplier cost price of the items.  The supplier cost price is the cost that will appear in a purchase order when you next receive the item. It is used to calculate the average weighted cost.

    You can use the SIM functionality to update supplier costs.  Click the Supplier Costs button to find any updated prices:

    Any supplier costs which have updated will be highlighted:

    You can also edit any editable fields manually by typing directly:

    If you wish to apply the same value to a column for all items in the Wizard, you can use the Modify All option.   In the example below, we are applying a Minimum Order level of 1 to all items in the Wizard:

    Importing a file

    If you already know the items you wish to update, you can import an Excel file of the items and create a wizard.  This option removes the need to search for the items and allows you to make your pricing updates in Excel rather than Cloud POS.

    To use this feature, select Import Items & Create Wizard.

    The columns that must be in the file are:

    Minimum Order
    Supplier Cost
    Reorder Number
    Master Pack Quantity
    Tax Rate

    To aid you in this process, you can click the Generate Empty Template button and this will allow you to download an Excel file which is pre-populated with the mandatory column headers.  The Supplier column also contains a list of all the Suppliers that exist in your database.

    Codes can be either Item Lookup Codes, Supplier Part Codes or Barcodes (Aliases), but they must exist in the database.  Every column you do not wish to change can be left blank as necessary, to indicate that its value should not be updated.

    If a Code in the imported file resolves to multiple items (for instance, an item has a Barcode that is the same value as another item's Supplier Part Code), then only one of these items will be added to the wizard. The order of precedence is (from highest to lowest priority) Supplier Part Code - Item Lookup Code - Barcode.

    When you have prepared your file, click on the Browse button to locate it, then click Upload.

    Once the file has uploaded, click View Wizard.

    You'll now see a grid of the items you've imported.  You can use the functionality on the page to make any necessary adjustments.

    Committing your changes 

    Regardless of which method you used to create the wizard, once you are happy with the changes, you'll need to commit them.

    If you've made any adjustments within the grid, you'll need to click Save Changes.  The button will be greyed out if there are no changes to save.


    If you would like to schedule the wizard to run at a particular date and time, you have the option to do so:

    Once you've saved any changes, click Commit Changes.  The Commit Changes button will be greyed out if there are unsaved changes:

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