Suppliers CSV

One row per supplier. Only Name is required. Every other column can be left out of the file, or left blank.

Download the suppliers template, or press Download template in Shelfcast with Suppliers chosen. It has two made-up suppliers for you to replace.

Columns

Column	What to write	Also accepted
Name (required)	The supplier’s name. Example: Example Supplies Co.	Supplier, Supplier name, Company, Company name, Vendor name
Contact name	The person you deal with. Purchase order emails greet them by name. Example: Sam Rivera	Contact, Contact person
Email	One email address. Purchase orders are sent here. Example: [email protected]	Supplier email, Email address, E-mail
CC emails	One or more email addresses, separated by commas. They’re copied on every purchase order email. Example: [email protected]	CC
Phone	Any text. Example: 555 0100	Phone number, Telephone
Website	Any text. Example: https://example.com	URL, Web
Address	The first line of the address. Example: 1 Example Street	Address1, Street, Street address
Address 2	The second line. Example: Unit 2	Address2
City	Example: Springfield	Town
Province	Example: OR	State, Region
Zip	Example: 97477	Postcode, Postal code, Zip code
Country	Example: United States
Currency	A three-letter currency code, in any capitals. Example: USD	Currency code
Lead time days	Days from placing an order to it arriving: a whole number from 0 to 365. Write days, not weeks: 2 weeks is read as 2. Example: 14	Lead time, Lead time (days)
Minimum order value	A number of 0 or more, in the supplier’s currency. Example: 250.00	Minimum order, Min order value
Payment terms	Any text. Example: Net 30	Terms
Notes	Any text. It stays in Shelfcast.	Note, Description

The address columns are joined into one address, a line each, in the order above.

How rows are imported

• A supplier with the same name is updated, whatever the capital letters. Otherwise a new supplier is added. Names must otherwise match exactly: Acme Co won’t update Acme Co., it adds a second supplier.
• Only cells with something in them change a supplier. A blank cell never clears what’s already there. If any address column has something in it, the supplier’s whole address is replaced with the one in the file.
• Leave lead time blank to use your default lead time from Settings → Planning.

→ Add your suppliers explains what each field does.

Why a row is skipped

Nothing in a skipped row is imported. Each reason says what to fix. Press Download skipped rows for a file of just those rows, with the reason in an Error column, then fix them and import that file. → When rows are skipped

Message	What to do
“Name is blank. Every supplier needs a name.”	Fill in the name.
“Email must be one email address, like [email protected].”	Write a single address, or leave the cell blank. Put any others under CC emails.
“CC emails must be email addresses separated by commas, like [email protected], [email protected].”	Remove anything that isn’t an email address, such as names or notes.
“Currency must be a three-letter currency code, like USD or EUR.”	Write the code, not the name or symbol: USD, not US dollars or $.
“Lead time must be a whole number of days from 0 to 365, like 14.”	Write the number of days, such as 14.
“Minimum order value must be a number of 0 or more, like 250.”	Write the amount as a number, or leave it blank.

→ Import a CSV explains how numbers are read, and how to save a CSV from your spreadsheet.