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How to import data in RightERP software?
Summary
In the store setup, the software system allows the user to import the bulk data using this feature.
In this quick tutorial, you will learn followings:
- Importing customer data
- Importing stock data
- Importing stock inventory data
- Importing services data
- Importing expenses data
Steps
1. How to import customer data?
- Select ERP (Enterprise Resource Planning) in the side menu, click on import and select import customers for adding customers data.
- In the new Import panel you have to upload a file of customer data. Click on download sample file to see the format, before importing the customer data.
- Next, click on the upload file to import customer data successfully.
- You can see the successful records 4 customer data imported.
2. How to import stock data?
- Select ERP (Enterprise Resource Planning) in the side menu, click on import and select import product for adding stock data.
- In the new Import panel you have to upload a file of product data. Click on download sample file to see the format, before importing the stock data.
- Next, click on the upload file to import stock data successfully.
- You can see the successful records 3 product data imported.
3. How to import stock inventory data?
- Select ERP (Enterprise Resource Planning) in the side menu, click on import and select import stock inventory for adding stock inventory data.
- In the new Import panel you have to upload a file of stock inventory data. Click on download sample file to see the format, before importing the stock inventory data.
- Next, click on the upload file to import stock inventory data successfully.
4. How to import services data?
- Select ERP (Enterprise Resource Planning) in the side menu, click on import and select import service for adding service data.
- In the new Import panel you have to upload a file of service data. Click on download sample file to see the format, before importing the service data.
- Next, click on the upload file to import service data successfully.
- You can see the successful records 4 service data imported.
5. How to import expenses data?
- Select ERP (Enterprise Resource Planning) in the side menu, click on import and select import expenses for adding expense data.
- In the new Import panel you have to upload a file of expense data. Click on download sample file to see the format, before importing the expense data.
- Next, click on the upload file to import expenses data successfully.
Demo video
Learn More…
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Features
Stores Management
Inventory Management
Invoice Management
Customer Management
Procurement Management
Features
Reports and Dashboards
Ledger System
Payroll Management
Project Management
Bulk Export/Import
License/Pricing
Standard (2021, 2022)
Professional (2021, 2022)
Ultimate (2021, 2022)
Enterprise (2021, 2022)
Add-ons
Social