welcome to autovolt
Let’s get started.
what should i do next?
Get ready for go live day.
There may be some work to do before go live day, but don’t worry, we’re here to help. The most important things are to ensure your customer and supplier lists along with your stock proposition are exported from your current system to a Microsoft Excel file (.csv). Stock Levels can be adjusted later, but your inventory and part numbers you use on a regular basis should be ready to be imported on switch over day.
Download the on-boarding file above and check out our helpful videos below. If you need help, reach out via a support ticket.
- Import Customers
- Import Suppliers
- Import Products
Uploading suppliers in bulk
Uploading new suppliers in bulk via a .csv upload. This is the best way to add multiple suppliers. Please note, you will also need to manually apply depots or sites to each supplier. This is used when purchase orders are created
Uploading Stock in bulk
Uploading new stock in bulk via a .csv upload. This is the best way to add stock to product on bulk. Please note, you will also need to manually apply depots or sites to each supplier. This is used when purchase orders are created
Uploading products in bulk
Uploading new products in bulk via a .csv upload. This is the best way to add multiple products. Please note, before uploading sku’s you must create suppliers first, as suppliers are referenced against sku’s
Uploading accounts in bulk
Uploading new accounts/ customers in bulk via a .csv upload. This is the best way to add multiple customers. It is useful if you know your customers address’ director and accounts information along with the names of people who may place orders.
