Answer:
Now you can import Customer Master from excel file. Create a MS Excel file with details of your customer and import the file in FusionRetail 6. Please use the following steps…
Step1: Creating the 'Customer Master' excel file
- Create an Excel file with the following fields/columns
|
Account |
Customer’s account name |
|
Allow Credit Sale |
Set ‘Yes’ if you want to give credit sale to that customer else set it to ‘No’ |
|
Anniversary Date |
Customer’s Anniversary Date |
|
Birth Date |
Customer’s Birth Date |
|
Card Expiry Date |
Customer’s card expiry date |
|
Card Issue Date |
Customer’s card issue date |
|
Card Number |
Customer’s card number, if you don’t need customized card number leave this column blank |
|
Card Type Name |
Enter Customer’s card type name. If Card type name does not exist FusionRetail 6 will create a new card type with that name. After importing the master you have to define the property of that card type. |
|
City |
Customer’s City name |
|
Company Name |
Customer’s company name |
|
Country |
Customer’s country name |
|
Customer Type |
Customer type (e.g. Friend, Relative, V.I.P etc) |
|
Default Price List |
Default sale price list for the customer |
|
|
Customer’s Email ID |
|
Fax |
Customer’s Fax Number |
|
First name |
Customer’s First Name |
|
Last name |
Customer’s Last Name |
|
Link ID |
Link ID of that customer with whom the current customer is linked |
|
Mobile |
Customer’s Mobile Number |
|
Opening point |
Customer’s Opening Point |
|
Phone |
Customer’s Phone Number |
|
Picture1 |
Customer’s Picture1 |
|
Picture2 |
Customer’s Picture2 |
|
POS Remarks |
Point Of Sale remarks for the customer |
|
Postal Code |
Customer’s postal Code |
|
Remarks |
Remark about the customer |
|
Salutation |
Customer’s Salutation (e.g. Mr., Mrs., Dr. etc.) |
|
Spouse name |
Customer’s Spouse Name |
|
State |
Customer’s State |
|
Street Address1 |
Customer’s address line 1 |
|
Street Address2 |
Customer’s address line 2 |
|
Street Address3 |
Customer’s address line 3 |
|
Website |
Customer’s Website |
Step2: Importing the Customer master Excel File in FusionRetail 6
- Go to Main Menu > Settings > Import & Export > Import Data(T> I> I)
- Set “Import As= Customer”
- Select file Type and provide other details
- Select the Excel file in File Name field
- Map all the columns properly
- Press Alt + I or use “– I Import” button, this will start the import process.
For more details please visit:
