import_and_export:importing_customer_budgets

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import_and_export:importing_customer_budgets [2016/07/06 15:00] – Gary Willettsimport_and_export:importing_customer_budgets [2021/10/08 09:31] (current) – Gary Willetts
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-===== Importing customer budgets ===== +{{indexmenu_n>60}} 
-{{entry>40.Import & Export/9.Importing customer budgets|*}} +====== 17.06. Importing customer budgets ======
 You can set up budgets for customers manually if you wish (see [[issuing_goods:customer_budgets|here]]) but if you have to set budgets for many customers at a time then this feature will save you a lot of time. As with the other import features of mSupply, this import uses a tab delimited text file (easily produced by exporting a spreadsheet from Excel or other spreadsheet programme). The columns that must be present in the file and their contents are as follows: You can set up budgets for customers manually if you wish (see [[issuing_goods:customer_budgets|here]]) but if you have to set budgets for many customers at a time then this feature will save you a lot of time. As with the other import features of mSupply, this import uses a tab delimited text file (easily produced by exporting a spreadsheet from Excel or other spreadsheet programme). The columns that must be present in the file and their contents are as follows:
  
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 And select how duplicates are to be handled (a duplicate is a row which matches another line in the file or a budget already in mSupply): And select how duplicates are to be handled (a duplicate is a row which matches another line in the file or a budget already in mSupply):
   * **Skip the duplicate without asking:** The duplicate record is ignored completely   * **Skip the duplicate without asking:** The duplicate record is ignored completely
-  * **Stop the import:** mSupply will stop importing form the file if it detects a duplicate. Any budgets already imported will be kept but no further lines in the file will be processed.+  * **Stop the import:** mSupply will stop importing from the file if it detects a duplicate. Any budgets already imported will be kept but no further lines in the file will be processed.
   * **Update customer budget:** The budget already in mSupply will be updated with the new details found in the file and the import will continue.   * **Update customer budget:** The budget already in mSupply will be updated with the new details found in the file and the import will continue.
  
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 When you're ready to carry out the import, click on the //OK// button. mSupply will carry out the import and tell you how many lines were imported, how many budgets already in mSupply were modified and if there were any errors. You can see more details by viewing the log (see [[admin:the_log|The log]]). When you're ready to carry out the import, click on the //OK// button. mSupply will carry out the import and tell you how many lines were imported, how many budgets already in mSupply were modified and if there were any errors. You can see more details by viewing the log (see [[admin:the_log|The log]]).
  
- +\\ 
-// Previous: [[import_and_export:importing_a_supplier_invoice|Importing a supplier invoice]]     Next: [[import_and_export:export_invoice|Exporting invoices]]//+\\ 
 +|  //  Previous:  **[[import_and_export:import_abbrev]]** | | Next: **[[import_and_export:importing_locations]]** //  |
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  • Last modified: 2016/07/06 15:00
  • by Gary Willetts