import_and_export:importing_customer_budgets

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import_and_export:importing_customer_budgets [2019/09/21 11:32] – louimport_and_export:importing_customer_budgets [2021/10/08 09:31] (current) – Gary Willetts
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-===== 14.06. Importing customer budgets ===== +====== 17.06. Importing customer budgets ======
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 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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 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]]).
  
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-// Previous: [[import_and_export:importing_a_supplier_invoice|Importing a supplier invoice]]     Next: [[import_and_export:importing_locations|Importing locations]]//+\\ 
 +|  //  Previous:  **[[import_and_export:import_abbrev]]** | | Next: **[[import_and_export:importing_locations]]** //  |
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  • Last modified: 2019/09/21 11:32
  • by lou