Upload Vendors and Prices

​Vendor setup is discussed in a previous blog here. This blog discusses the steps to upload vendors and prices. There are three steps to set up vendors and prices.


Data Upload via Excel Templates

Excel templates are available in Calem for every table so that data can be managed via excel files. See this blog for more information.

Step 1. Vendors

The first step is to set up vendors in Calem. Vendors are stored in companies and sites in Calem. When uploading vendors a site is created for each vendor with the same name.

  • ​The excel template is: cm_company.Vendors.xls
  • The "Is vendor?" column should be set to "1" indicating the company is a vendor.


Step 2. Vendor Authorization

The next step is to authorize a vendor for use by a site or all sites. To authorize a vendor for all sites just set the "Site" field to empty for that vendor.

Step 3. Vendor Prices

The last step is to set up prices for items supplied by vendors. An item price can be set for a single site, or for all sites. To set a price for all sites, just leave the site field to be empty.


Additional resources

Access Control Profiles in Calem