Store all vendor information inside in a central location.

A vendor is an individual, company, or organization in the supply chain that makes goods and services available to the merchants. A vendor could be a middle party that sources the goods and sells it to the merchant or they could be the direct manufacturer or supplier of a product.

Vendor list
Vendor list

 

Columns

  • Vendor ID - the unique number assigned to the item when it was originally entered into PIM

  • Vendor name - title that will appear when item is visible on webpage

  • Status - Active if live record or Draft if data entry not completed

  • Last modified - date last revised in PIM

Click on Vendors in the left navigation pane.

Click Create a vendor to see all the attribute groups created for the vendors.

In the Attributes tab, click on the Edit button to edit any particular attribute group.

Select Save.

Create vendor
Create vendor

The status of the attribute group will change. Once the status for all groups has changed from Not Started to Completed/Optional, the Publish button will be enabled for the vendor.

Vendor Attribute Group status

  • Not started - For attribute groups where no attribute has any value and the progress hasn’t started

  • In progress - For attribute groups where at least one attribute has been assigned a valid value

  • Completed - For attribute groups where all mandatory attributes have been assigned a valid value

  • Optional - For attribute groups where all attributes are non-mandatory

Vendors usually have one or more location attached to them. Examples include reverse logistics addresses, P.O. addresses, and warehouse addresses.

Once the vendor is created, click the Locations tab. You will see a list of existing locations or an unpopulated list if there are no locations.

 

Add locations to a vendor

Click on Add Location to enter a new location.

Enter the required information and click Save when completed.

You can enter more than one address per vendor in PIM.

NOTE: Location ID will be automatically generated by the system.

Add vendor location
Add vendor location

Vendors normally have multiple points of contact for various business activities. Examples include payment, inventory, shipping, and reverse logistics contacts. fabric PIM Vendor Management provides the capability of adding contacts to the vendors directly.

Once a vendor is created, select the Contacts tab inside a vendor. You will see a list of existing contacts or an unpopulated list if there are no contacts.

 

Add contacts to a vendor

Click on Add Contacts to enter a new contact.

Enter the required information and click Save when completed.

Add vendor contact
Add vendor contact

Update a vendor

Select Vendors from the left navigation panel and a list of available vendors is displayed.

Click on the vendor you want to edit.

  • NOTE: Published vendors cannot be edited. Select Unpublish to enable editing.

Click on the Attribute group you want to modify, select Edit and make the desired changes.

Select Save when completed. You can also select Locations and Contacts to perform updates. 

Select Publish to make the vendor visible to downstream systems.

 

Delete a vendor

Select Vendors from the left navigation panel and a list of available vendors is displayed.

Click on the vendor you want to remove and select Delete

Select Yes in the warning dialog and the vendor will be permanently removed.

PIM enables importing data from external sources using a CSV document. A CSV template file is available here (insert link). You can also download a template from the Import CSV dialog box while performing the import.

 

Prerequisites

All Vendor attributes must exist in PIM prior to data import. This lets PIM read the data and store the attribute values for every item. These attributes can be created manually or using the bulk attribute import feature. Once attributes are created, you can import CSV files to create vendors.

 

Upload file requirements

  • fabric PIM only accepts CSV files; no other data or file formats are accepted at this time.

  • The vendor Name must be unique. A duplicate vendor name will prohibit the second vendor from creation

  • Headers of the CSV file (first row) represent the attributes of the vendors. Attribute titles are not case sensitive, but we recommend you maintain case consistency with the original attribute titles.

  • In case you can’t find any attributes that you created for the vendors, you can add the attributes manually to the CSV as long as the attribute title is correct.

  • Formulas in formula-driven attributes will be executed automatically after items have been imported.

  • Serial attribute must be left blank as they are automatically populated. Any value provided for them will be ignored.

  • Empty rows and columns are ignored. Empty spaces will be treated as null value and will not be considered for import.

  • The attribute data format must conform to attribute type requirements:

    • Text: text string

    • Number: only numbers are imported; other data is ignored

    • Boolean: TRUE or FALSE only; other values are ignored

    • Date: use the same format used during attribute creation

    • List of values: the value must be an exact match to one of the list values

    • Serial: Leave blank as it is automatically populated

  • Dynamic List of Value: Value for a dynamic List of Value can be populated in two ways-

    • Providing the entire object in the CSV

      • If the Location OR Contact Object you are trying to attach to a dynamic List of Value attribute doesn’t exist in PIM, you can use the import feature to create that object.

      • Dynamic List of value attribute will show up with each sub-attribute in a separate column.

      • Example:

      • Attribute Name: “Warehouse Address”

      • Attribute Source: Location

      • This attribute will appear as the following in the CSV template

        • Warehouse Address::Label; Warehouse Address::Address Line 1; Warehouse Address::Address Line 2…. and so on

        • If you provide values for all the sub-attribute fields, the location will be created and attached to the vendor automatically

      • Please note that this method will only work to create the object for the Dynamic List of Value attribute. It will not update any of the existing Locations or Contacts

      • To update a location or a contact, you need to go to the vendor from the UI and update them OR use the Bulk Import feature for Location and Contact Import

    • Providing only Label of the object in the CSV

      • If the Location OR Contact object you are trying to insert already exists in PIM for the vendor, you can use the import with just providing the label

      • In this case, the attribute will not split in its sub-attributes rather appear as a normal attribute

      • The value for this attribute must be the Label of the location you want to attach

      • If a valid label is found for the vendor, the object will be attached to the attribute.

      • This method can be used to update the vendor Dynamic List of Value attribute with existing locations and contacts

 

Importing Vendors

Understanding the pre-populated fields

Vendor ID - This represents the Unique ID of a vendor. This column must be left blank as Vendor ID will be created by PIM automatically using the serial number defined at the attribute. A given Vendor ID will be ignored unless it exists in PIM. If it exists, the existing vendor will be updated.

 

Uploading the Vendor CSV file

Go to the Vendors page.

Click Upload CSVs.

Select Vendors.

Select Choose file and navigate to your file to upload.

To obtain a template to review and populate, select the template here link in the dialog box.

Click Upload file.

Import vendor
Import vendor

Importing Locations

Understanding the pre-populated fields

  • Vendor ID - Since a location can be created inside a vendor and must belong to exact one vendor, this is a required field. Locations without a vendor ID will not be created

  • Location ID - Each location created in PIM is assigned an ID automatically. You don’t need to provide this if you are creating a vendor location. If this field is provided, PIM will update the existing location if it matches with the Vendor ID

  • Location Label - Mandatory

  • Address Line 1 - Mandatory

  • Address Line 2 - Optional

  • Address Line 3 - Optional

  • City - Mandatory

  • State - Mandatory

  • Country - Mandatory

  • ZIP Code - Mandatory

 

Uploading the Vendor locations CSV file

Go to the Vendors page.

Click Upload CSVs.

Select Vendor locations.

Select Choose file and navigate to your file to upload.

To obtain a template to review and populate, select the template here link in the dialog box.

Click Upload file.

 

Importing Contacts

Understanding the pre-populated fields

  • Vendor ID - Since a location can be created inside a vendor and must belong to exact one vendor, this is a required field. Locations without a vendor ID will not be created

  • Contact ID - Each location created in PIM is assigned an ID automatically. You don’t need to provide this if you are creating a vendor location. If this field is provided, PIM will update the existing location if it matches with the Vendor ID

  • Contact Label - Mandatory

  • Name - Mandatory

  • Email Address - Optional

  • Phone Number - Optional

 

Uploading the Vendor contacts CSV file

Go to the Vendors page.

Click Upload CSVs.

Select Vendor contacts.

Select Choose file and navigate to your file to upload.

To obtain a template to review and populate, select the template here link in the dialog box.

Click Upload file.

 

Import History

The status of bulk imports is available on the Import History page.

To view your past imports, go to the Item list page.

Click Import History to see all imports with their status.

Clicking on any listing will take you to the Import Summary for that upload to view additional details including errors. The operation is all or nothing. Any errors prevent any portion of the upload.

You can export errored items, correct the errors, and re-upload the file.

 

Last update: May 10, 2022

Have any questions?
Let's Talk.