Update the Preferred Vendor in an Item Record

User is trying to import preferred vendor in the Item Record. Multiple Vendor is enabled.

1. Prepare the CSV file. Example:

Internal ID | xx

Vendor ID | xx

Preferred | Yes

2. Navigate to Setup > Import/Export > Import CSV Records

            • Import Tye= Items

            • Record Type= Inventory Item

            • Data Handling= Update

3. Field mapping page the fields should be mapped like this:

 

Example of fields: Internal ID of Item, Vendor ID, Preferred

 

Internal ID <-----------------------------------> Internal ID

Vendor ID <------------------------------------> Vendor (Req)

Preferred <-------------------------------------> Preferred

 

Note:  To find the Vendor (Req), the user should click on the Item Vendor folder

 

4. Complete the import process.