Importing the Account of the customer/Supplier one by one is a hectic job and time-consuming. This is the place from where we can update the account in one shot. We have to update the Excel Sheet as per the Sample file, and then in one go, all the Accounts and the details can be updated. This is a very important feature, to make our work easy and fast. With the help of this feature we can also update the opening of all the Accounts.
INVENTORY AND SUPPLY CHAIN => CONFIGURATION => IMPORT/EXPORT DATA
On clicking Import Import Type, we get a drop-down
Import Account
Import Account Opening.
We can select anyone as per our requirements. First of all, we have to download the sample file. The sample file changes as per the selection of Import type. Then fill up the details of the account in that format.
After that, we have to click on ‘Choose File’ and select the file to be imported after that click Import.
Thus we can update the total account details, and also all the Account openings as per our requirements.
