How to add a Supplier

There are two methods for adding suppliers to your Swim System. The first is via the Supplier Menu and the second is via the Utilities Menu.

Adding Suppliers via Supplier Menu

1. Click on Supplier Menu.
2. Select Add New Supplier.
3. Fill in the supplier fields and select save.
4. On the right you can click on the options of Contact Names and Enter Security Mailing Contacts to enter this information.
5. To add another supplier, click New Supplier on the right.

Adding Suppliers via Utilities

1. Click on Utilities.
2. Click Drop Down Lists.
3. Click Suppliers.
4. Type in the name of the supplier in the New Value field.
5. Once completed click Add.

Importing Suppliers via CSV

Refer to the file format specifications for Suppliers and input all the Suppliers data exactly as required.

1. Navigate to Utilities > System > Import.
2. Click within the dotted box labelled 'click or drag and drop a file here to upload'.
3. Select the type of file 'Suppliers' from the dropdown menu and click 'Import Data'.
4. The file will begin uploading. Larger files may take some time.
5. If there are any errors or warnings, click to view them. You can correct these by clicking 'Cancel' and editing your CSV file before continuing.
6. Once satisfied with the data, click 'Save'.
7. The file will be uploaded successfully.
8. Click on the results to view the uploaded data.