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This article outlines the data requirements for the on-boarding of Suppliers and Contacts within the Claritum System.

Suppliers

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Import File Structure


The datafile structure must contain exactly the columns required with the first row containing the column headings.
Subsequent rows then contain the information to be imported.Although all

  • All columns

...

  • containing RED headings are obligatory columns and need to be provided.
  • All columns containing GREEN headings are optional
  • Data for the following columns needs to be entered following Standards for Data spreadsheet
    • Timezone
    • Language
    • Currency
    • Address: Country

Standards for Data.xls


Please use the below Supplier Import File for entering the data

View file
nameSuppliers.xls
height250

Address: Description County 

Only required if Instant Estimating is enabled on your system and this supplier
is configured on the Instant Estimating System. 

Column NameOptional or
Required Content?		Comments
Supplier NameRequiredThis is supplier's company name
CurrencyOptionalPlease refer to Standards for Data spreadsheet
Company RegistrationOptional
NameRequired RequiredThe supplier user's full name.
PasswordRequiredThis is required in order for suppliers to log in to Claritum
LanguageRequiredPlease refer to Standards for Data spreadsheet
TimezoneRequiredPlease refer to Standards for Data spreadsheet
User EmailRequiredThe supplier user's email address. This will also be a login id for a supplier user to access Claritum.
Telephone
This is supplier user's telephone number
Address: CompanyRequired Typically this would be 'Head Office' or 'Main Address' or
something similar. 
Address: CompanyStreetRequired This would usually be the same as the customer name but can
be different.
Address: StreetCityRequired 
Address: CityCountyRequired 
Address: CountryRequired
Address: Post CodeRequired 
Supplier TelephoneOptional 


Supplier FaxOptional Supplier ISDNOptionalThe supplier's ISDN number.
Supplier NotesOptional

This can contain any information you like and will remain private to you
(i.e. the supplier is not able to see this information)

Nominal Ledger Code
This is only used in reporting or when exporting approved purchase invoices,
to assist in classifying different types of purchases.
Supplier CustomersRequired

This specifies which customers this supplier is allowed to be used with.

 If the supplier is allowed to work with all customers then this field should
contain the word 'All' otherwise this field can contain a comma-separated
list of the customer names. These must be an exact match to the customer
names already on the system.

 Unrecognised names will simply be ignored.

Nominal Ledger CodeOptional

This is only used in reporting or when exporting approved purchase invoices,
to assist in classifying different types of purchases.

Accounting RefOptionalUser MobileOptionalThe user's mobile phone number

If your intention is to export approved purchase invoices from the system to
an external financial package (e.g. for accounts payable) then this field must
contain the ID or Reference of the corresponding supplier record on that system.

User NameRequiredThe user's full name.
User EmailRequired 
User TelephoneOptional 

.

User PasswordRequired 

Operator CustomersRequired

Which customers this supplier user is allowed to be used in connection with.

 If this supplier user is allowed to work with all customers then this field should
contain the word 'All', otherwise this field can contain a comma-separated list
of the customer names. These must be an exact match to the customer
names already on the system.

Unrecognised names will simply be ignored.

Instant Estimating IDOptional

Suppliers Importer.xls

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Info

For further assistance, please contact your Super User.