You can transfer the Client / Stock card tables you prepared in Excel to our WOLVOX ERP Program. You can update your existing records and create records that are not exist in the program.

Client card transfer transaction details;
 

After creating the client general information and balance information in Excel, you can perform the client card transfer process via excel by making the field selections to be transferred from the "Transfer - Import Client from Excel" screen. If you want to extract data from the worksheet in Excel, select the corresponding page number from the worksheet number where the information will be retrieved. Also, if your excel worksheet contains the first row titles, tick "First Row Contains Titles" option.

Client Excel Table,

Client Card Transfer Screen,

Stock card transfer transaction details;

After creating stock general information and transfer amount information in Excel, you can make your stock card transfer process via excel by making the field selections to be transferred from the "Transfer - Import Stock from Excel" screen. If you want to extract data from the worksheet in Excel, select the corresponding page number from the worksheet number where the information will be retrieved. Also, if your excel worksheet contains the first row titles, tick "First Row Contains Titles" option.

Stock Excel Table,

Stock Card Transfer Screen,

Comma (,), separator (') characters should not be used in Stock Code, Stock Name, Client Code, Client Name fields in columns prepared in Excel. Otherwise, there will be problems with the transfer.

In your data updates, you will need to do inventory control as the quantities in the excel table will be included on the existing quantities. (For example, if '100' is entered in the transfer amount field in the excel table while 'Stock Remaining Amount: 100', the amount remaining field will be updated as '100 + 100 = 200'.)

Important NOTE: Since the client or stock card transfer transactions that you will make in the Transfer section will be a batch operation, there is no bulk deletion of the incorrect or incorrect data that you will transfer without realizing it, you need to make individual corrections.

For this reason, make sure to backup your program before transferring.