Description
CBMS Import for BOM, Sales, Purchase, Invoice, Inventory, Payment, Picking, Product and Customer using csv/xls
Importing Multiple data is time consuming and problematic area as CBMS user use many apps to import different data, there are chances where you may have un even sequences of data if you are using multiple apps for data import. Now with this app you can import all your data such as sales, purchase, invoice, inventory, products and so on . . . . very easily, which reduces time, efforts and issues during data import from multiple modules of CBMS. This module will help user to easily creating bunch of records in sales, invoice, purchase, inventory, payment, picking, products and customers by importing csv and xls file in CBMS.
This module will provide with below features
- Import Sales Order
- Import Products
- Import Customers
- Import Suppliers
- Import Purchase order
- Import Inventory
- Import Bill of Materials (BOM)
- Import Shipment / Delivery Order
- Import Customer invoice
- Import Supplier invoice
- Import Customer Payment
- Import Supplier payment
- Import Journal entries
- Import Bank Statement
- Logs to track the missing records not imported
Import Sales Order / Order line
(1) Click on Sale button It will navigate you to sale page.
(2) Click on import sales it will help to import the sales order with csv/xls file
(1) select file type as XLS in this example
(2) Select in which state you want to import order can be in quotation or confirm
(3) select sequence type
(4) click on upload your file button and attach the file you want to upload
(5) You can select the operation to create or skip if product not found in system and available in xls file.
XLS file format sample which will help to import the sales order
Here it can been that product was not available in system and we selected operation as create so it created the product with same name.
As per the xls sheet order is imported with taxes, in the below screnshot
Now will take example of csv format
(1) select file type as CSV
(2) Select in which state you want to import order can be in quotation or confirm
(3) select sequence type
(4) click on upload your file button and attach the file you want to upload
(5) You can select the operation to create or skip if product not found in system and available in xls file.
CSV format template
As Skip was selected that if product not found in system dont import in the system, for that logs can be maintained
Import Products
(1) Click on Sale button It will navigate you to sale page.
(2) Click on import Product it will help to import the product with csv/xls file
There are 2 options to import the products via xls / csv now will use xls format to import
Template for importing the products with detail fields as per the standard are added in the template
Imported the products with xls format product got created with all fields added in the xls template
There are 2 options to import the products via xls / csv now will use csv format
Template for importing the products with detail fields as per the standard are added in the template
Imported the products with xls format product got created with all fields added in the csv template
Import Partner
(1) Click on Sale button It will navigate you to sale module.
(2) Click on import Partner it will help to import the customers and suppliers with csv/xls file
While importing partner there are options via csv/xls now will use as xls to import partner
Template for importing the partner with detail fields as per the standard are added in the template
Imported the partners with xls format partner got created with all fields added in the xls template
There are 2 options to import the partners via xls / csv now will use csv format
Template for importing the partners with detail fields as per the standard are added in the template
Imported the partners with csv format partner got created with all fields added in the csv template
Import Purchase Order
(1) Click on Purchase module It will navigate you to purchase module.
(2) Click on configuration and than import purchase order and it will open the wizard to import purchase order
(1) select file type as XLS in this example
(2) Select in which state you want to import purchase order it can be in Draft or confirm
(3) select sequence options
(4) click on upload your file button and attach the file you want to upload
(5) You can select the operation to create or skip if product not found in system and available in xls file.
Template file to import purchase order with all necassary fields
Purchase order got imported as per the template and the options selected in the wizard
Now will import the purchase order with csv format with other options which are available
Template file to import purchase order in csv format
Purchase order got imported as per the template and the options selected in the wizard
Import Inventory
(1) Click on Inventory module It will navigate you to inventory module.
(2) Click on Master data and than import inventory and it will open the wizard to import inventory
There are 2 options to import the inventory via xls / csv now will use csv format, if create option is selected it will create the product if not found in system while importing inventory
Template to import inventory with Barcode, Code and Name, in template you can replace the column name if you want to import via barcode, code and name as per the options selected
Imported the inventory with xls format inventory adjustment got created with all fields added in the csv template
There are 2 options to import the products via xls / csv now will use xls format, now will operation to skip the product if not found in system while importing the inventory
As we selected operation as Skip so product was not available in system while importing inventory so it skipped and shown in logs why it didnt imported
Import Bill of Materials (BOM)
(1) Click on MRP module It will navigate you to MRP page.
(2) Click on configuration and than import BOM it will help to import the BOM with csv/xls file
(1) select file type as XLS in this example
(2) Import product can be done by Name, barcode and code. In template change the column accordingly
(3) BOM can be created or update if already exists in system
(4) Operation can create or skip it.
(5) You can select the operation to create or skip if product not found in system and available in xls file.
Template for importing the BOM with detail fields as per the standard are added in the template
As selected option was create so now product not exists in system
After importing BOM now products are also created in CBMS
Now will have csv format for importing BOM with update of BOM as selected so it dont create and update existing BOM.
As we have selected as operation as Skip so it shows in logs that is been not imported or updated as product was not available in system
Import Shipments / Delivery Order
(1) Click on Inventory module It will navigate you to inventory module.
(2) Click on Operations and than import shipment/delivery order it will open the wizard to import shipment/delivery
(1) select file type as XLS in this example
(2) Select the sequence as default of CBMS ODOO or file sequence need to be imported
(3) Import stage to create in Draft or validated
(4) Operation can create or skip if product or partner is not available in system
Template for importing the shipment/delivery order with detail fields as per the standard are added in the template
Delivery order is been created from the template which is been fulfiled
Now will import picking with csv format with options as per required
Imported the Picking with csv format with state as draft
Import customer/supplier invoice
(1) Click on Accounting module It will navigate you to accounting module.
(2) Click on Configuration than on import invoice which will help to import invoices
(1) select file type as XLS in this example
(2) Type as customer invoice
(3) Sequence options to be as system or xls to be imported
(4) Accounting options use from product category or use mentioned in file
(5) Import product with Barcode, code or Name it be change in template from which options needs to be imported
(6) Invoice stage can be in draft or validated
(7) Operations to create the product if missing in system and added in file.
Template for importing the invoices with detail fields as per the standard are added in the template
Here customer invoice got imported as per the template file.
Now will have csv format import of Supplier invoice with all options highlighted in screenshot
As taxes was not in system and skip operation was selected so it shows in log that taxes are missing.
Created new options in wizard and create supplier invoice
Import Payment
(1) Click on Accounting module It will navigate you to accounting module.
(2) Click on configuration than import payment which will help to import payments
(1) select file type as XLS in this example
(2) Payment to customer or supplier
(3) State can be Draft or posted as required
(4) Operation can create or skip as required
Template for importing payments
Payments got imported as per the template as options selected
Now with csv will import supplier payments with options required
Supplier payment got imported as per the options selected
Import Journal entries
(1) Click on Accounting module It will navigate you to accounting module.
(2) Click on configuration than import journal entries which will help to import journal entries.
(1) select file type as XLS in this example
(2) Import state as Draft or Validated
(3) Sequence option can be file or system sequence
(4) Operations can be created or skip if partner not found
Template for importing Journal entries
As per the template and options selected in wizard journal entries are imported
Now will have csv format to import journal entries
Template for importing Journal entries with csv format
Import Bank Statement
(1) Click on Accounting module It will navigate you to accounting module.
(2) Click on configuration than import bank statement which will help to import statements
(1) select file type as XLS in this example
(2) State can be Draft or posted as required
(3) Operation can create or skip if partner is not available in system as required
Template file for importing bank statement
As per the template and options selected in wizard bank statements are imported
Now will have csv format to import Bank statement
Template for importing Bank statement with csv format
Maintain logs for what is been skipped or not imported from the template is been prepared which can be seen Sales -> Generic Logs -> Generic import logs
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