Your Approved Vendors List (AVL) files can be used as a data source within demand templates and to assign line items to suppliers in Quoting. Within an RFQ, AVL assignments can be based on Commodity Codes, Manufacturer name, or CPN. AVL management is available to you as admins or for those with permissions set to view/edit AVLs.
You can access your Approved Vendors List page by clicking on Reference Tables and then on AVLs in the top navigation bar. On this page you can view, search, upload, edit and remove AVLs.
Add AVLs
To add a new AVL file, click on Upload Document and select your file. Then your AVL data will appear in the window. It automatically uses your file name to title it, but you can modify the Name as desired.
Then you need to verify that your columns have been correctly mapped as applicable. Click on the header name for a column when needing to add or correct a mapping. You will need to map any required fields and one of the following: CPN, Manufacturer or Category. When finished mapping your file, then click on Upload to save your new AVL.
Manage AVLs
You can edit an existing AVL by clicking on its name in the Approved Vendors List. Within an AVL, click on any of the editable cells to modify the data. Type in the updated information. Then hit Enter to save the modifications.
You can use Export within your AVL when needing to download an excel document of your file. Then the search field allows you to easily look for specific information within your AVL.
To delete an existing file, select the specific AVL and then click on Remove.