Delete stock item suppliers

Find this screen

Open: Import Records > Stock And Prices > Delete Stock Item Suppliers

How to

Create an import file to delete stock item suppliers

You can delete stock item suppliers using a CSV Comma Separated Value (CSV) file format. Sage 200 can import and export data in the CSV file format. file.

Create a file that contains a list of individual stock items and the suppliers to delete from each stock item. Only the stock item code and supplier account code are mandatory in the import file.

Tip: Use Export Stock Item Suppliers to create the file, or create it manually. See Export stock item suppliers.

1. Download the import information and example file:

   • Delete Stock Item Suppliers import format (XLSX): Details of the information you need to include in the file.

   • Delete Stock Item Suppliers example CSV file: Example import file in CSV format.

2. Create a file in the format of the CSV example file.

3. Read the information in the import format file (XLSX), and make sure your information is correct and all mandatory fields are included.

4. Save your file.

Validate your file

You can choose to validate the import file, to check that the items are in the correct format before you import. No stock item suppliers are deleted.

Open: Import Records > Stock And Prices > Delete Stock Item Suppliers

1. Select Validate stock item suppliers and select OK.

2. Browse to your import file and select Open.

   Sage 200 checks the file and generates summary reports. One report will show the valid items that can be imported, and a separate Invalid report will show the invalid items that can't be imported. The reason for the failure is shown in the Invalid report, and there may be more than one reason for the failure.

   Note: The reports are displayed as a preview, printed, or sent to the spooler. This depends on the Output mode you have set.

   Note: If you get a message that the process cannot access the file, make sure your import file is closed and isn't open in any other applications.

3. Check the reports to ensure that the details are complete and correct.

4. Make any corrections required to the records in your import file.

5. To revalidate your import file, repeat this process.

Delete stock item suppliers

Before you start, create an import file that contains a list of individual stock items and the suppliers to delete from each stock item.

Open: Import Records > Stock And Prices > Delete Stock Item Suppliers

1. Select Validate and delete stock item suppliers.

2. Select OK.

3. Browse to your import file and select Open.

   Sage 200 checks the file and generates summary reports. One report will show the valid items that have been imported, and a separate Invalid report will show the invalid items that couldn't be imported. The reason for the failure is shown in the Invalid report, and there may be more than one reason for the failure.

   Note: The reports are displayed as a preview, printed, or sent to the spooler. This depends on the Output mode you have set.

   Note: If you get a message that the process cannot access the file, make sure your import file is closed and isn't open in any other applications.

4. Check the reports to ensure that your stock item suppliers have been successfully deleted.

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Useful info

About deleting stock item suppliers

Use Delete Stock Item Suppliers if you need to delete suppliers from a large number of stock items, as it will be quicker than deleting suppliers from each individual stock item.

Before you start, create a file that contains a list of individual stock items and the suppliers to delete from each stock item. Only the stock item code and supplier account code are mandatory in the import file.

Tip: Use Export Stock Item Suppliers to create the file, or create it manually. The stock item code and supplier account code are mandatory in the import file. See Export stock item suppliers.

In some cases you will not be able to remove the stock item supplier:

• You cannot remove a supplier from an item if there are outstanding (incomplete) orders for that supplier.

• You can't delete a preferred supplier for a stock item if more that one supplier will remain for the stock item. To resolve this, set a different preferred supplier for the stock item before trying to delete the supplier.

  You can delete the preferred supplier if only a single supplier will remain, as the remaining supplier will be set as the preferred supplier.

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What happens when

What happens when I validate the file?

When you validate an import file, Sage 200 checks for the following:

• Whether an item already exists.

• All items contain the required mandatory fields.

• All fields are correctly formatted.

The result of the validation is provided by reports.

• A report lists the items that are valid and can be imported.

• A separate report is produced to list any items that are invalid and can't be imported. The report will tell you why individual items are invalid.

Note: Depending on your selected output mode, the reports are displayed as a preview, sent to the spooler, or sent to the printer.

What happens when I import the file?

1. The import file is validated.

2. The import file is processed.

   All valid items are imported, and any invalid items are ignored.

3. The result of the import is provided by reports.

   • A report lists the valid items that were successfully imported.

   • A separate report is produced to list any items that were invalid and could not be imported.

   Note: Depending on your selected output mode, the reports are displayed as a preview, sent to the spooler, or sent to the printer.