After a supplier has been created, the Supplier Code is saved and can only be changed via the Suppliers' Change Codes, found in the main menu via Suppliers > Change Codes. From there, you will have the option to provide a new Supplier Code for existing suppliers one at a time, or you can update multiple Supplier Codes at once using a CSV import.
Once a new Supplier Code is saved, any previous transactions for the supplier will update to reflect the new code, ensuring accurate and reliable reports and traceability.
📌 Note: Supplier Codes must be unique across all supplier records, including obsolete suppliers.
Change an individual Supplier Code
To change a single Supplier Code:
From the main menu, go to Suppliers > Change Codes.
In the Single tab, use the *Supplier field to search and select the supplier using its current Supplier Code. Use the magnifying glass icon to advance the search if needed.
In the *New Supplier Code field, enter the supplier's new Supplier Code.
Select Save.
Change multiple Supplier Codes
To update the Supplier Code for multiple suppliers at once, use the CSV template available in the Change Codes' Batch tab:
From the main menu, go to Suppliers > Change Codes.
Go to the Batch tab and click on the "Download Suppliers Changes Codes template".
In the Suppliers Changes Codes template, provide the current (old) and new Supplier Codes, per supplier, in the columns provided.
Return to Suppliers > Change Codes > Batch tab and import the Supplirs Changes Codes template using the grey upload tile.
Monitor the uploading progress via the Task bar in the top right of your page:
Orange circle: Upload in progress
Red cross: Upload failed (select the task for further details, you will also receive an email notification with further details).
Green tick: Upload successful (you will receive an email confirmation).
Once the upload's completed successfully, the supplier codes included will be updated.
Suppliers Change Codes log
A full log of the Supplier Code changes that have been actioned against each supplier will be listed in both the Supplier Change Codes' Single and Batch tabs.
The log displays the following details:
Change Date: The date the supplier code change was saved.
Old Code: The supplier's previous code.
New Code: The supplier's new code.
User: The user who actioned the change.