Records in this category
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- How to Modify Financial Year Range?
- How to know the database name from the software?
- I am unable to do the modification at branch location. How FusionRetail 6 works in multi location environment?
- How to find out the error if data is not transferred to Tally Offline or Online?
- What is the process of calculation of tax in sale and purchase (before discount or after discount?)
- What will happens to my old data base of customer, their points and credit note?
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- Is there any easy method to search option fields?
- Sending Data backup through Email
- How to solve the issue mentioned below?
- Migration process to be followed in Multi-location
- /faq/content/1/551/en/.html
- How can I rename the Matrix Fields in RanceLab® FusionRetail™ 6?
- How can I print the Closing Balance of a ledger from Thermal POS printers?
- How can I print the Credit Information of a customer from RanceLab® FusionRetail™ 6?
- How can I print the Station name from my thermal Receipt printer?
- How can we maintain a link of the Sale Challan Vouchers that are adjusted with the Sale Invoices?
- /faq/content/1/594/en/.html
- How to print multiple order bills in Quick Mode?
- How to configure the FTP details in RanceLab® FusionRetail™ 6?
- Setting up Separate Counters for Order, Cash and Delivery in Sweet Shop.
- The FusionRetail™ 6 installer is little bit heavy in size.
- The architecture of Cash Drawer Balancing:
- How to import offline Location Data in Fusionretail 6?
- How to create a credit invoice against a customer?
- Is it possible to get the format files and the report layouts along with the Branch data?
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Sticky FAQs
General Questions
ID #1360
What will happens to my old data base of customer, their points and credit note?
Answer:
Yes, you can import your old customer database with all of its detail, even with all of its opening points from FusionRetail 5.
Before importing you have to make little changes in customer detail. Please use the following steps…
Steps in FusionRetail5
- Go to Main Screen > CRM > Customer report
- Press Alt + X to export the report in excel file
- Change the CardID field to 6 digit (if CardID is ‘123’ change it to ‘000123‘)
- If there is any blank field please fill it
- Save the file in your hard disk
Steps in FusionRetail6
- Go to Main > Master Data Management > Others > Customer Master(M>O>C)
- Go to Card Type field
- Ctrl + N
- Create new card types with the old names, already used in Fusionretail5.
- Go to Main Menu > Settings > Import & Export > Import Data (T> I> I)
- Set Import As = Customer
- Set File Type = Excel (97-2003 Format)
- Set Data Include Header Row = yes
- Select Customer master file, created from FusionRetail5 customer master, in File Name field
- Map all the field
- Map Closing Point of FusionRetail5 as Opening Point in FusionRetail6.
- Press Alt + I, it will import the customer master file in FusionRetail6.
Regarding Credit Note issue, as your database is purely new, all the accounts and their details will be new and the database will be fresh. There will be no reference of old data of FusionRetail5 in Fusionretail6.
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Last update: 2011-05-17 10:57
Author: Admin2
Revision: 1.2
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