Adding a Manual Vendor and Importing Inventory for the Vendor

Overview

If a vendor is not available in the standard TUS vendor/catalog list, you can still add their products by setting up a manual vendor and importing inventory using a CSV file.

This article walks you through:

• Adding a new manual vendor
• Importing inventory for that vendor

Step 1: Add a New Manual Vendor

1. From the main menu, navigate to: List → Vendors.

   

2. In the Vendor list screen, select Vendor from the bottom-left corner and choose: New Vendor.

   

3. Enter the required vendor details:
   • Company Name
   • Vendor Code
   • Tag Label

     

4. Click OK to save the new vendor.

Step 2: Prepare the Import File

To successfully import inventory, your file should be saved in CSV format and follow the required structure. You can download the template here: Inventory Import Template. Use the provided template to structure your data correctly.

Tip: Using the template helps prevent import errors and ensures a smooth upload into the system.

Step 3: Import Inventory for the Vendor

Once the vendor has been created, you can import inventory using a CSV file.

1. In the Vendor list, locate and select the vendor you just created.
2. Right-click on the vendor and select: Import Inventory for Vendor.

   

3. A confirmation window will appear with import format details. Click Import to continue.

   

4. Browse and select the CSV file.

Step 4: Review and Complete the Import

1. After selecting the CSV file, a preview of the data will display.

   

2. Review the information to ensure accuracy.

   

3. Click OK to proceed with the import.
4. A confirmation window will appear showing the import results (items added, duplicates, etc.).
5. Click OK to finalize the process.

Step 5: Verify Imported Inventory

To confirm the import was successful:

1. Go to: Inventory List
2. Use the filter to search by the vendor code you created.
3. Review the list to ensure all items are visible and the details are accurate.

   

Additional Notes

• Make sure your CSV file matches the required format before importing.

📌Need more help? Visit our Training & Onboarding site, explore the Knowledgebase, or submit a ticket.