Eliza at 23:31, 2 March 2011

2011-03-02T23:31:26Z

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

2011-01-19T00:47:56Z

Created page with "<menu name=myMenu align=center> More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

New page

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Cash Sale]]
[[Convert To Supplier]]
[[Customer]]
[[Customer General Tab]]
[[Customer List]]
[[Delivery Docket List]]
[[Export Customer List]]
[[Invoice]]
[[Invoice List]]
[[Marketing Ratios Report]]
[[Merge Customers]]
[[Print Invoices]]
[[Product Express List]]
[[Quote]]
[[Quote List]]
[[Refunds]]
[[Sales Order]]
[[Sales Order List]]
[[Sales Pipeline]]
[[Sales Ratio Report]]
[[Sales Reports]]
</menu>
== Overview ==

← Older revision		Revision as of 23:31, 2 March 2011
Line 25:		Line 25:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	'''Do you know how to export and import the Customer List?'''
		+
		+	*Select '''File''' from top menu bar
		+	*'''Export'''
		+	*'''Export Data'''
		+	*An Export Options screen appears
		+	*Select '''Clients'''
		+	*Select '''Export'''
		+	*Save file (this will be saved as a pdi file)
		+
		+	*Select the Export Button and the file will be ready to open in Excel
		+
		+	*Open up Excel then go to File Open on Top Menu Bar and find the folder you have saved the ERP data file to
		+	(this could be your desktop)
		+	Change the file type to all files (this is required because ERP has it's own file extension, '.pdi')
		+	*Double click on the ERP data file
		+	*This opens in Excel the Text import wizard. There are three steps to follow to open the data file correctly.
		+
		+	Click Next
		+	You need to change the Text Qualifier from (") to (None).
		+	Click Next
		+	All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll
		+	bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When
		+	all columns within the data preview have been selected, ''' select text from the 'Column Data Format'.'''
		+	Click finish.
		+
		+	*The file will then open in Excel
		+	*Click on the very top left hand corner of the spreedsheet, which will hightlight the whole sheet, then double left
		+	mouse click between the first and second column which will automatically open up all columns to view the full
		+	data within them
		+
		+	Do be aware that to generate a data file to import into ERP requires specific field to be populated. If the generation of these
		+	files are required, please contact an ERP representative or your ERP support personel.
		+
		+
		+	'''*If you use Open Office.orgCalc follow these instrustions:'''
		+
		+	*Select File from the top menu bar then export Data, (this brings up a list of Export Options)
		+	*Choose the file to Export, then select the file folder button.
		+	*Save to Desktop, name the file and it will be saved as a pdi file, then select Save
		+	*Select the Export Button, wait for process to finish then deminish ERP
		+
		+	*Open up Open Office.orgCalc - deminish so you can access the file saved on your desktop
		+	*Click on file then drag and drop file into the new open office document.
		+	*All columns within the Data Preview need to be hightlighted. (The Process to do this is move the scroll
		+	bar all the way to the right, hold down the shift key then with the mouse, left click in the last column. When
		+	all columns within the data preview have been selected. Choose Text from the Column type drop down menu.
		+	*Click OK
		+	*The file will then open up for viewing and making changes
		+
		+
		+	'''Make any changes required then save the file: Select keep current format when message appears.'''
		+
		+	*To import back into ERP, open ERP
		+	*Select '''File''' then '''Import, Import Data''' from the top menu bar
		+	*Select the''' file''' name from the yellow file button
		+	*Double click on file
		+	*Click '''import''' and the file with the changes will be imported into ERP

Export Customer List - Revision history

Eliza at 23:31, 2 March 2011

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."