Adding Suppliers

Integrating a custom supplier into your Bizman involves two main steps:

• Loading the raw materials
• Updating the pricing

While you can manually enter each material through the Materials screen by completing all required fields, a more efficient approach is to use the Supplier Code Equivalent feature.

This tool allows you to link your supplier’s codes with existing materials in Bizman, particularly useful for functional equivalents. (materials that are basically the same between suppliers)

Once the supplier’s materials are loaded, you can export the associated price list, update it with your supplier’s pricing, and then reimport it to ensure accurate and up-to-date pricing within your system.

Load Raw Materials

The best way to load functional equivalents (generic profiles) is to use the supplier code equivalents

System Admin -> Installed Suppliers -> Code Equivalents

Supplier Code Equivalents

If this is your first time using Supplier Code Equivalents, ensure you click the Update to Latest button located at the bottom left of the Supplier Code Equivalent screen. This action will overwrite the existing table and provide you with the most recent version, establishing an up-to-date starting point for managing your supplier codes.

Steps as follows:

1. If your supplier is not listed, press `More Suppliers' top right.

• Add supplier name to the list and close the popup window.

2. Optionally filter by Range if you want to tackle this system by system.

3. Start adding YOUR codes under your newely created supplier against the materials that already exist (where they are equivalent materials)

4. Load the codes

• Select Copy Supplier Code for the supplier that's already in the system,
• then select To Supplier Codes for the supplier you want to add.
• Press Copy <supplier> as <new supplier> button

Copying a column

Highlight the column you want to copy and press CTRL + C

Highlight the column you want to paste into and press CTRL + V

Prefixes

You can add or remove prefixes or suffixes to your codes to help distinguish them, especially when copying existing codes. This feature simplifies code management and organization. For example, you can add a 'w' prefix to Sheerline codes to differentiate them.

Rooting

Use the rooting system to setup your Root Master, these will be your MAIN codes, used in your kits and throughout the software. You can have different Quote and Buy preferences set to allow Bizman to automatically swap out codes from one supplier to another.

Additional Work

After loading the raw materials, they will exactly match the codes you copied. Although the materials are functional equivalents, it's important to ensure all their details are accurate. Take the time to review the material list and update or correct any specifics like material length, inertia, and other relevant information to maintain accuracy.

Check Inertia:

Also you can toggle view to inspect 1 raw material at a time:

Toggle View:

Add prices

Materials -> Raw Materials

After you've loaded the materials into Bizman, you can filter them to separate profiles from hardware. Next, export the price list to Excel to make any necessary adjustments or updates. Once you've made your changes, import the updated price list back into Bizman to apply them.

Filtering

It's crucial to start by filtering your materials into either profiles or hardware because they require different price list import formats. While you can technically process multiple suppliers at once, it's usually best to also filter by supplier to keep everything organized and manageable.

Export Price list

On the right of the screen press Export Price list.

The resulting spreadsheet:

Import Price list

Once you've modified the prices on the excel spreadsheet. You are ready to import them.

On the raw material screen, press the IMPORT Price list button.

That will open the Import Materials/Price List screen

Press the "..." button to open a file browser and locate the pricelist.

Inspect the pricelist in the viewer window below.

If it looks good, then press RUN!

Check it out:

Attention Aluminium Stockists

By following the same simple steps outlined for end users, you can help us create a customized supplier package tailored just for you. After you've completed the process, we'll collect a copy of your database to build this package.

What's the advantage for your clients? They won't need to go through these steps themselves. Instead, they can effortlessly import your product codes and pricelists directly into their existing Bizman installations with just one click. This seamless integration saves them time and makes it easier and faster for Bizman users to purchase from you.

By simplifying the buying process for your clients, you not only enhance their satisfaction but also encourage them to choose you as their preferred supplier. Let's work together to make purchasing as convenient as possible for your customers—and boost your sales in the process!

Additional Details

Email support@bizmantools.com for additional info regarding this.