Autodesk Fusion Operations allows you to create your ‘Suppliers’ and attach them to Purchase Orders. This way you can track what you are receiving and from who.
How to create a Supplier?
To do this follow these steps:
1. Click on the Suppliers (1) under the Purchase Orders menu and click on Add Supplier (2).
2. Fill in the mandatory information (Code) and others you might find relevant, and click on the ‘Save Supplier’ button.
Supplier Import
You can also multiple Suppliers or multiple products per supplier by using our importer.
Start by pressing the “Import” button in the “Suppliers” page.
You can choose to import or download an excel/.csv template file, in case you’re not sure which columns and information to include.
The file to import should contain some columns about the ‘Supplier.’ Below, you can see what each of these columns means
The format for the Excel or CSV should be the following:
Supplier Code (Column A): the unique identifier of the Supplier
Supplier name (B): a small phrase that identifies the Supplier
VAT number (C): Vat number for this specific Supplier
Address Code(D): The Supplier’s address code.
Address Name (E): The Supplier’s address name.
Address (F): Address of the Supplier
Address City (G): Supplier's City
Address Postal Code (H): Supplier's address's postal code.
Address State/Region (I): Supplier's State/Region.
Address City (J): Supplier's City
Address Default (K): If "Yes", the address will become the default address. Otherwise, keep it blank.
Contact Name (L): Supplier's Contact Name.
Contact Phone Number (M): Supplier's phone number.
Contact Email (N): Email Address of the Supplier.
Contact Default (O): If "Yes", then the contact will become the default contact for the supplier. Otherwise, keep it blank.
Now that your file is ready to import, you can choose it and click ‘Start to Send’, check what is being imported, and confirm.
You can also associate your products with a specific Supplier(s) in the Product menu, learn how to here.
FAQ
1. How to Export Suppliers?
Click on the Suppliers (1) under the Purchase Orders menu, click on the "Code" check box (2) to export all the suppliers or choose the required ones, and click on Export Excel or Export PDF (3).
2. How to Export the Supplier Addresses?
Click on the Suppliers (1) under the Purchase Orders menu, click on the "Code" check box (2) to export all the suppliers' addresses or choose the required ones, and click on Export Addresses (3).
If you have any doubt about these or related features, feel free to reach out to us through our Live-Chat feature or directly with your Account Manager!