You're doing great! You should be feeling more confident working within the Anvyl platform after setting up your account. If you haven’t done that yet, check out Guide 1 - Setting up your Account. This is the second guide in a series of four, designed to help you get your data into Anvyl in preparation for creating and issuing your first purchase order from Anvyl.
In this guide we are going to give you the steps you need to take to add the parts that you plan to order and add the suppliers that you plan to order from. To add your suppliers and parts to Anvyl, you have two options, you can add each individually or you can use Anvyl’s bulk upload tool. We recommend starting with adding your supplier data before adding your parts data. This will allow you to automatically link your parts to your suppliers in Anvyl during the parts creation process. Watch the video below and access the guide for step-by-step instructions.
Step 1 → Adding your Supplier data
Adding one or many suppliers to your supplier directory within Anvyl is simple. Click on the Global Actions button which looks like a blue circle with a plus sign at the top right of the Anvyl page and select “Add supplier”.
Pro-tip: Watch a video walkthrough at Upload supplier directory
From there you select how you would like to add a supplier.
Adding Suppliers Individually
If you choose to add suppliers “Individually” you will add a single supplier one at a time through a guided step-by-step process. You’ll want to make sure to provide at least one supplier contact and email address per supplier to enable user accounts for suppliers. You will have the option to provide the following information.
- Supplier Name
- Main Address
- Supplier Documents
- Contracts
- Agreements
- Files
- Payment, Incoterm or Supplier notes
- Contacts
- Factory
Bulk Adding Suppliers
If you choose to “Bulk Upload Suppliers from CSV” , select the CSV file that has your suppliers to upload.
Pro-tip: If you don’t already have a file, you can download “CSV for bulk adding suppliers” which is a template we created to help streamline the process.
After you’ve uploaded your data, you’ll be prompted to confirm the column mappings. Once you’ve confirmed, you’ll see a preview of the import. If there are any issues with the data you’re attempting to upload, we’ll highlight them here. From there, you can make any modifications you need to your data in-line at this step.
Click "Confirm" to proceed with processing the import and Anvyl will notify you when the import is complete.
Your suppliers have now been successfully added to Anvyl and you’re ready to import your parts.
Step 2 → Adding your Parts data
Just like adding suppliers, you can add one or many parts to your Parts Library. Click on the Global Actions button at the top right of the Anvyl page and select “Add part”.
Pro-tip: Watch a video walkthrough at Create a robust parts library
From there you select how you would like to add a part.
Adding Parts Individually
If you choose to add parts “Individually” you will add a single part one at a time. You will have the option to provide the following information.
- Part Name
- Part Number
- Option to include a description, design file, identifiers, custom fields, and tags.
- You will also have the option to include this as part of an Assembly item
Once created, you can link the part to multiple suppliers and add pricing, and lead times.
Bulk Adding Parts
If you choose to “Bulk Upload Parts from CSV” , select the CSV file that has your suppliers to upload. (If you don’t already have a file, you can download “CSV for bulk adding parts” which is a template we created to help streamline the process.)
You’ll have the option of adding Supplier Name, Supplier Part Number, Supplier Notes, Part Cost, Lead Times and MOQ.
Now, you’ve got your account set up, your data into Anvyl and you’re ready for Guide 3 - Building your Workflows
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