Last updated
Last updated
Also, see .
You should retain your original accounting system at the minimum cost from the legacy vendor. Historical transaction trails are recorded and completed in your old system.
In the , I highlighted why you need historical data, here's a reminder. If you haven't read this please read it now.
Customer or Supplier reference: In both cases, it's useful to be able to refer back to transactions to answer questions about what happened and when. For example, who bought what, or what did you buy from whom? Or how much did they pay, or what did you pay?
Supply and demand forecasting: Inventory forecasting is critical to making sure you have the right products and their respective quantities at the right time. Buying enough stock to fulfill every order on time, or not holding stock you can't sell is good practice. You know this. You want to make the best use of your working capital right?
So it follows, that you only need Purchase and Sales Order data from your old system.
The above is our opinion, you can disagree. Our Inventory Forecasting, Standard Sales and Purchasing Reports, and Transaction History on Customer and Supplier Masters just need the above to satisfy the above requirements in (1) and (2).
Transactions that have not completed their journey, specifically Open Sales Orders, Open Sales Quotes, and Open Purchase Orders.
If you're using Purchase Quotes, include these.
Here's what you need to export to meet the requirements as described above:
Go to Setup>Import Data>Upload Transactions and download the .xlsx template, then open the 'Sales Orders sheet. Follow the instructions below to add your data.
For Sales Quotes, follow the guidelines below.
Col.# - the Column ID in the .xlsx template.
Import a single transaction and check it's correct.
If you encounter any issues, work with the error message, or send full details including the SOAXXXXXX and the Import Template to support@salesorder.com
Go to Setup>Import Data>Upload Transactions and download the .xlsx template, then open the 'Sales Orders sheet. Follow the instructions below to add your data.
For Purchase Quotes, follow the guidelines below.
Col.# - the Column ID in the .xlsx template.
Import a single transaction and check it's correct.
If you encounter any issues, work with the error message, or send full details including the SOAXXXXXX and the Import Template to support@salesorder.com
Customer Item Codes are substitutes for your original Item Code. So your Sales Orders in your old system will contain Customer Item Codes.
August 2023:
Importing Completed (Historical) Sales Orders
When you export COMPLETED Sales Orders from your old system, make sure you export the column containing your base Item Code as well as the Customer Item code. Keep this export file safe.
When you import COMPLETED Sales Order data, add the original Item Code in the Item Code Column. Your COMPLETED Sales Orders in your system will contain your base Item Code.
Reporting
This means you can still report Sales by Line Item by Customer, but the report will show your Item Code instead of the Customer Item Code.
In a future release of Salesorder, we'll be addressing this.
Importing OPEN Sales Orders
When you export OPEN Sales Orders from your old system, you can use the Customer Item Code in the Item Code column.
The 'Upload Transactions' template is located in Setup>Import Data
This template can also be used for extraordinary tasks like importing Purchase Orders received from Customers in Excel format and creating the respective Sales Orders in your Sales Order system.
This template uploads the following transactions:
Before migrating any transactions, you must have completed the import of your ASIC data, specifically:
Accounts: Your Chart of Accounts.
Suppliers: Trading partners that supply you with products.
Items: Your product catalog.
Customers: Trading Partners that buy goods from you.
Decide before you start how you are going to continue any sequences in the new system. Make sure you check transaction unique identifiers, e.g. Invoice number, Order number, etc.
Using QuickBooks? See this article ''.
Study the list of Document types in the Lists on the Explorer and go to Setup>Configuration to set the values for the Ref# s. See .