Supplier Receipts

Topic:

supplier receipts

Learn how to import Supplier Receipts using data imports

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

Once you have set up a Customer or Lead in the system, you can use data imports to load in your contacts

  1. In the top menu bar on the right-hand side there is a menu option called ‘Admin’.
  2. You can either hover over ‘Admin’ which will show you a dropdown menu and select ‘Data Imports’ or click ‘Admin’ and a left-side menu will appear, and you can click ‘Data Imports’ from here.
  3. Click the dropdown labelled ‘Import Type’.
  4. Choose ‘Supplier Receipts’ and open the downloaded Excel template.
  5. Complete the fields in the template. As a minimum, the mandatory fields for this upload are:
    – Supplier – the name of the supplier you are importing for
    – Report Month
    – Report Year
    – MPAN/MPRN/SPID – this is the meter number, please prefix with a ‘#’ e.g. ‘#1000000000000’
    – Start Period and End Period – the start and end date must be inside the contracts Live Start Date and Live End Date. Remember! Live Start and End Dates are NOT the same as Contract Start and End Dates.
    – Commission Rate – the rate at which commission will be charged e.g. 0.2500 (units)
    – Commission Type – how the commission is charged e.g. p/kWh
    – If you enter commission type as ‘Combined’ you must enter commission in both ‘Actual SC Commission for Period’ and ‘Commission Rate’
  6. When you are happy you have filled in all important data, save the spreadsheet as a CSV file.
  7. Go to Admin > Data Imports
  8. Select ‘Supplier Receipts’ in the dropdown then ‘upload’.
  9. Choose File (and find the spreadsheet you saved on your computer) then click Save.
  10. If your upload is successful the status column will say ‘Completed’.
  11. If the import has failed, the import status will show as failed. To view these failures you can select ‘Go’ under actions and ‘Download Error Log’ to find out what has specifically failed and needs amending before repeating steps 8-10