The Vendor Rebate Import screen allows you to import Microsoft Excel files provided by the vendor or created by you. The spreadsheet must be saved as a .csv file in order to be imported.
To import a Vendor Rebate spreadsheet follow the easy steps below.
1.First you need to save the spreadsheet as a .csv file. To do this, first open the file using Microsoft Excel. Then, select File from the main menu bar, and Save As from the drop down menu. This will open the "Save As" window. Select "CSV (Comma delimited)" from the "Save as type" drop down menu and then click the Save button, as shown below.
2.Now, sign on to Inform, and select Sales > Vendor Rebates > Vendor Cost Contract Rebates > Vendor Rebate Import.
3.Use the 
to search for the correct file, or enter the file in the File Name field and press Tab. The window to the right will display the spreadsheet headings, along with the first row of entry information. Click on a column in this window to view the field names for the imported data in the left window. You can change which columns correspond to which field by clicking on the column letter and changing it to the letter of the appropriate column. Click on any field in the example below for more information.
4.Enter the reference code for the Price Contract that you want to link to the rebate in the Contract No field and press Tab. You can also use the to search for the correct code. If this rebate requires a new contract, you must create the contract first using the Price Contract screen. For more information regarding price contracts, see the Price Contract page.
5.If you have already imported a rebate for this vendor, the template should be saved. Select the appropriate template from the Template drop down menu. If this is the first rebate for the vendor, click the OK button in the bottom toolbar. The system will then ask you to enter a template name in a pop-up window. This template will assure that the columns, field names, and import data line up correctly, and can be used each time you import a rebate for this vendor. After you have entered a name, click the OK button to complete the rebate import. A window will pop up when the import is complete.