Adding Stock to IDG-Trade

IDG-Trade is a product used in many countries and it is therefore impossible to include pre-determined stock items (materials) in the stock list for each person who buys the product.

It is recommended that you approach your supplier for a file containing all the items that they sell with their trade and retail prices.

The advantage of setting up IDG-Trade in this way is that you can add any number of stock items from any number of suppliers. This gives you that ability of being able to select the best priced materials when creating your quotes.

So, how do you add all the stock items from your supplier(s)?

1. Manually

One way is to add stock items individually. This is necessary for some items (e.g. the labour items), but obviously not ideal for the bulk of your stock items.

There could be thousands of stock items that you wish to add to your stock list in IDG-Trade and you do not want to do this manually.

2. File on disk from supplier

The preferred way that has been built into IDG-Trade is to ask your supplier(s) for a computer disk containing a list of their stock items and trade and retail prices.

Each stock item in the list on the disk should include 4 items:

the Part #, the Description, the Trade price, and the Retail price.

The file should be given to you preferably as a text file in a comma-separated format.

IDG-Trade has a screen that allows you to import all the details for each supplier (accessed from the Main Menu – the help also has all the details for specifying the correct file format).

The Update Materials screen in IDG-Trade adds the details for a stock item if it is not present, and updates the prices for existing stock items.

Once you have set up the update process for the first time, it is very simple to run the update regularly if your supplier issues the price updates on a regular basis (preferably monthly).

If you have problems getting the correct details, we are happy to help you try to get the correct file format.

Click here to send us the file that your supplier has sent you and we will have a look at it to see if we can determine what the problem is.