Read this next: Module 5: Creating and/or Importing Price Lists
Here we’ll cover:
- TradeGecko’s relationship categories
- Creating relationships
- Manually within TradeGecko
- In bulk by .csv upload
TradeGecko’s Relationship Categories
TradeGecko’s Relationships section will allow you to manage all of your supplier and customer relationships.
Within TradeGecko you can manage three types of relationships:
- Supplier Relationships: companies you buy from that will appear on your purchase orders
- Business Customer Relationships: businesses you sell to that will appear on your sales orders
- Consumer Relationships: individuals you sell to that will appear on your sales orders
In the previous step, if you imported your inventory via sales channel integration, your consumer relationships associated with that sales channel will have been imported into TradeGecko from any unfulfilled sales orders. You will now only need to create Supplier Relationships and/or Business Customer relationships (if applicable).
Creating Relationships
There are three ways to create a new relationship in TradeGecko:
- Manually
- In bulk via .csv upload
- Automatically when a sales order is generated from one of your integrated sales channels
Manually Creating a Relationship
In this example, we’ll manually create a new supplier relationship.
From the Relationships section, click the “Create New” button located at the top right-hand side of the window.
Then click “New Supplier.”
A form will open up where you can enter the supplier’s company details.
Next, assign default settings to the supplier.
TradeGecko Payments will be explained in greater detail later. To learn about TradeGecko Payments now, click here.
Next, enter detailed address information which will be used to populate sales orders and purchase orders.
When you have filled out the required and optional information, click “Create Supplier.”
You can edit the details of a relationship at any time.
Now let’s add new contacts to the supplier relationship.
Click “Add a contact” located at the bottom of the contacts list.
Enter the new contact’s contact information and when complete, click “Add Contact.”
Uploading your relationships into TradeGecko via .csv file
To bulk import your supplier and customer relationships into TradeGecko via .csv, click on the “Bulk Manage” button and then click “Import Relationships.”
Follow the import steps.
Download the .csv template and fill in the fields using Excel or Google Sheets - don’t forget to save as .csv when you’re finished.
In this example, I’ll use Google Sheets.
Fill in the required information, save the file as a .csv.
Proceed to “Step 2” within the import section. Click the “choose file” button and select the completed template that you’d like to upload.
A summary will appear for you to review and then approve by clicking the “import companies” button located at the bottom right of the pop-up window.
Once processed, the new relationships will appear in TradeGecko.
