Merge branch 'master' of github.com:webnotes/erpnext

This commit is contained in:
Nabin Hait 2013-07-31 11:07:46 +05:30
commit f839846266
24 changed files with 468 additions and 46 deletions

View File

@ -225,11 +225,21 @@ wn.module_page["Accounts"] = [
route: "query-report/Ordered Items To Be Billed",
doctype: "Sales Invoice"
},
{
"label":wn._("Delivered Items To Be Billed"),
route: "query-report/Delivered Items To Be Billed",
doctype: "Sales Invoice"
},
{
"label":wn._("Purchase Order Items To Be Billed"),
route: "query-report/Purchase Order Items To Be Billed",
doctype: "Purchase Invoice"
},
{
"label":wn._("Received Items To Be Billed"),
route: "query-report/Received Items To Be Billed",
doctype: "Purchase Invoice"
},
{
"label":wn._("Bank Clearance Summary"),
route: "query-report/Bank Clearance Summary",

View File

@ -0,0 +1,22 @@
[
{
"creation": "2013-07-30 17:28:49",
"docstatus": 0,
"modified": "2013-07-30 18:41:28",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"query": "select\n `tabDelivery Note`.`name` as \"Delivery Note:Link/Delivery Note:120\",\n\t`tabDelivery Note`.`customer` as \"Customer:Link/Customer:120\",\n\t`tabDelivery Note`.`posting_date` as \"Date:Date\",\n\t`tabDelivery Note`.`project_name` as \"Project\",\n\t`tabDelivery Note Item`.`item_code` as \"Item:Link/Item:120\",\n\t(`tabDelivery Note Item`.`qty` - ifnull((select sum(qty) from `tabSales Invoice Item` \n\t where `tabSales Invoice Item`.delivery_note = `tabDelivery Note`.name and\n\t `tabSales Invoice Item`.dn_detail = `tabDelivery Note Item`.name), 0))\n\t\tas \"Qty:Float:110\",\n\t(`tabDelivery Note Item`.`amount` - ifnull((select sum(amount) from `tabSales Invoice Item` \n where `tabSales Invoice Item`.delivery_note = `tabDelivery Note`.name and\n `tabSales Invoice Item`.dn_detail = `tabDelivery Note Item`.name), 0))\n\t\tas \"Amount:Currency:110\",\n\t`tabDelivery Note Item`.`item_name` as \"Item Name::150\",\n\t`tabDelivery Note Item`.`description` as \"Description::200\"\nfrom `tabDelivery Note`, `tabDelivery Note Item`\nwhere\n `tabDelivery Note`.docstatus = 1 and\n\t`tabDelivery Note`.status != \"Stopped\" and\n `tabDelivery Note`.name = `tabDelivery Note Item`.parent and\n (`tabDelivery Note Item`.qty > ifnull((select sum(qty) from `tabSales Invoice Item` \n where `tabSales Invoice Item`.delivery_note = `tabDelivery Note`.name and\n `tabSales Invoice Item`.dn_detail = `tabDelivery Note Item`.name), 0))\norder by `tabDelivery Note`.`name` desc",
"ref_doctype": "Sales Invoice",
"report_name": "Delivered Items To Be Billed",
"report_type": "Query Report"
},
{
"doctype": "Report",
"name": "Delivered Items To Be Billed"
}
]

View File

@ -0,0 +1,22 @@
[
{
"creation": "2013-07-30 18:35:10",
"docstatus": 0,
"modified": "2013-07-30 18:38:52",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"query": "select\n `tabPurchase Receipt`.`name` as \"Purchase Receipt:Link/Purchase Receipt:120\",\n `tabPurchase Receipt`.`supplier` as \"Supplier:Link/Supplier:120\",\n\t`tabPurchase Receipt`.`posting_date` as \"Date:Date\",\n\t`tabPurchase Receipt Item`.`project_name` as \"Project\",\n\t`tabPurchase Receipt Item`.`item_code` as \"Item:Link/Item:120\",\n\t(`tabPurchase Receipt Item`.`qty` - ifnull((select sum(qty) from `tabPurchase Invoice Item` \n\t where `tabPurchase Invoice Item`.purchase_receipt = `tabPurchase Receipt`.name and\n\t `tabPurchase Invoice Item`.pr_detail = `tabPurchase Receipt Item`.name), 0))\n\t\tas \"Qty:Float:110\",\n\t(`tabPurchase Receipt Item`.`amount` - ifnull((select sum(amount) from `tabPurchase Invoice Item` \n where `tabPurchase Invoice Item`.purchase_receipt = `tabPurchase Receipt`.name and\n `tabPurchase Invoice Item`.pr_detail = `tabPurchase Receipt Item`.name), 0))\n\t\tas \"Amount:Currency:110\",\n\t`tabPurchase Receipt Item`.`item_name` as \"Item Name::150\",\n\t`tabPurchase Receipt Item`.`description` as \"Description::200\"\nfrom `tabPurchase Receipt`, `tabPurchase Receipt Item`\nwhere\n `tabPurchase Receipt`.docstatus = 1 and\n\t`tabPurchase Receipt`.status != \"Stopped\" and\n `tabPurchase Receipt`.name = `tabPurchase Receipt Item`.parent and\n (`tabPurchase Receipt Item`.qty > ifnull((select sum(qty) from `tabPurchase Invoice Item` \n where `tabPurchase Invoice Item`.purchase_receipt = `tabPurchase Receipt`.name and\n `tabPurchase Invoice Item`.pr_detail = `tabPurchase Receipt Item`.name), 0))\norder by `tabPurchase Receipt`.`name` desc",
"ref_doctype": "Purchase Invoice",
"report_name": "Received Items To Be Billed",
"report_type": "Query Report"
},
{
"doctype": "Report",
"name": "Received Items To Be Billed"
}
]

View File

@ -33,6 +33,7 @@ Contents
1. [Concepts](docs.user.implement.concepts.html)
1. [Setup](docs.user.setup.html)
1. [First Login](docs.user.setup.first.html)
1. [Setting Up Masters (Item, Customer, Supplier)](docs.user.setup.masters.html)
1. [Chart of Accounts](docs.user.setup.accounting.html)
1. [Chart of Cost Centers](docs.user.setup.cost_centers.html)
1. [Company Setup](docs.user.setup.company.html)

View File

@ -3,9 +3,6 @@
"_label": "Item Codification"
}
---
> To Codify or Not To Codify, is the question.
If you already have a running business with a number of physical items, you would have probably coded your items. If you have not, you have a choice. We recommend you should codify, but its your call.
Item codification is always a sensitive topic and wars have been fought on this (not joking). In our experience, when you have items that cross a certain size, life without codification is a nightmare.

View File

@ -3,6 +3,7 @@
"_label": "Setting Up",
"_toc": [
"docs.user.setup.first",
"docs.user.setup.masters",
"docs.user.setup.accounting",
"docs.user.setup.cost_centers",
"docs.user.setup.company",

View File

@ -1,21 +1,14 @@
---
{
"_label": "Item Master",
"_title_image": "img/items.png"
"_toc": [
"docs.user.stock.valuation",
"docs.user.setup.codification"
]
}
---
Items, Customers and Suppliers form the foundation of any ERP system.
It is very likely that you will have your masters ready in another system or a spread sheet saved somewhere else. You may just need to import them. Before importing, it might be a good idea to understand how ERPNext manages these records.
---
## Items
An Item is simply a product or service which you sell or buy from your Customers or Suppliers. ERPNext is optimized for itemized management of your sales and purchase. However, you can skip creating Items. If you are in services, you can create an Item for each services that your offer.
> Items are mandatory if you want to track inventory.
There are two main categories of Items in ERPNext
- Stock Items
@ -24,10 +17,6 @@ There are two main categories of Items in ERPNext
As you may have guessed, inventory balances are tracked for stock items and not for
non-stock items. Non-stock items could be services or consumables that are not tracked.
### Naming Items
This is a complex topic [coming up next]. In ERPNext you can use item codes or names. If you do not want to codify, you can keep the item name and item code as the same.
### Item Groups
ERPNext allows you to classify items into groups. This will help you in getting reports about various classes of items and also help in cataloging your items for the website.
@ -60,31 +49,6 @@ ERPNext lets you maintain multiple selling prices for an Item using Price Lists.
Why would you want Price Lists? You have different prices for different zones (based on the shipping costs), for different currencies, regions etc.
### Item Valuation
How are Items Valued?
One of the major features of any inventory system is that you can find out the value of any item based on its historic or average price. You can also find the value of all your items for your balance sheet. Why is valuation important?
- The buying price fluctuates.
- The value changes because of some process (value add).
- The value changes because of decay, loss etc.
You may encounter these terms, so lets clarify:
- Rate: Rate at which the transaction takes place.
- Valuation Rate: Rate at which the items value is set for your valuation.
There are two major ways in which ERPNext values your items.
- **FIFO (First In First Out):** In this system, ERPNext assumes that you will consume / sell those Items first that you bought first. For example, if you buy an Item at price X and then after a few days at price Y. Thus when you sell your Item, ERPNext will reduce the quantity of the Item priced at X first and then Y.
- **Moving Average:** In this method, ERPNext assumes that the value of the item at any point is the average price of the units of that Item in stock. For example, if the value of an Item is X in a Warehouse with quantity Y and another quantity Y1 is added to the Warehouse at cost X1, the new value X2 would be:
> New Value X2 = (X * Y + X1 * Y1) / (Y + Y1)
#### Negative Stock
FIFO is the more accurate system of the two but has a disadvantage. You cannot have negative stock in FIFO. This means that you cannot make forward transactions that would make your stock negative. Why is this? Because sequences are so important to FIFO, you cannot track the value of the stock if it does not exist!

View File

@ -2,7 +2,7 @@
{
"creation": "2013-04-10 11:45:37",
"docstatus": 0,
"modified": "2013-07-05 14:44:00",
"modified": "2013-07-30 14:44:35",
"modified_by": "Administrator",
"owner": "Administrator"
},
@ -111,7 +111,7 @@
"no_copy": 1,
"oldfieldname": "status",
"oldfieldtype": "Select",
"options": "\nOpen\nReplied\nAttempted to Contact\nContact in Future\nContacted\nInterested\nNot interested\nLead Lost\nConverted",
"options": "\nOpen\nReplied\nAttempted to Contact\nContact in Future\nContacted\nInterested\nNot interested\nLead Lost\nConverted\nPassive",
"reqd": 1,
"search_index": 1
},

View File

@ -28,6 +28,7 @@ class DocType:
def setup_account(self, args):
import webnotes, json
if isinstance(args, basestring):
args = json.loads(args)
webnotes.conn.begin()

View File

@ -0,0 +1,22 @@
[
{
"creation": "2013-07-30 17:28:49",
"docstatus": 0,
"modified": "2013-07-30 18:32:20",
"modified_by": "Administrator",
"owner": "Administrator"
},
{
"doctype": "Report",
"is_standard": "Yes",
"name": "__common__",
"query": "select\n `tabDelivery Note`.`name` as \"Delivery Note:Link/Delivery Note:120\",\n\t`tabDelivery Note`.`customer` as \"Customer:Link/Customer:120\",\n\t`tabDelivery Note`.`posting_date` as \"Date:Date\",\n\t`tabDelivery Note`.`project_name` as \"Project\",\n\t`tabDelivery Note Item`.`item_code` as \"Item:Link/Item:120\",\n\t(`tabDelivery Note Item`.`qty` - ifnull((select sum(qty) from `tabSales Invoice Item` \n\t where `tabSales Invoice Item`.delivery_note = `tabDelivery Note`.name and\n\t `tabSales Invoice Item`.dn_detail = `tabDelivery Note Item`.name), 0))\n\t\tas \"Qty:Float:110\",\n\t(`tabDelivery Note Item`.`amount` - ifnull((select sum(amount) from `tabSales Invoice Item` \n where `tabSales Invoice Item`.delivery_note = `tabDelivery Note`.name and\n `tabSales Invoice Item`.dn_detail = `tabDelivery Note Item`.name), 0))\n\t\tas \"Amount:Currency:110\",\n\t`tabDelivery Note Item`.`item_name` as \"Item Name::150\",\n\t`tabDelivery Note Item`.`description` as \"Description::200\"\nfrom `tabDelivery Note`, `tabDelivery Note Item`\nwhere\n `tabDelivery Note`.docstatus = 1 and\n\t`tabDelivery Note` != \"Stopped\" and\n `tabDelivery Note`.name = `tabDelivery Note Item`.parent and\n (`tabDelivery Note Item`.qty > ifnull((select sum(qty) from `tabSales Invoice Item` \n where `tabSales Invoice Item`.delivery_note = `tabDelivery Note`.name and\n `tabSales Invoice Item`.dn_detail = `tabDelivery Note Item`.name), 0))\norder by `tabDelivery Note`.`name` desc",
"ref_doctype": "Delivery Note",
"report_name": "Delivered Items To Be Billed",
"report_type": "Query Report"
},
{
"doctype": "Report",
"name": "Delivered Items To Be Billed"
}
]

View File

@ -0,0 +1,46 @@
Data Import Template,,,,,,,,,,,,,,,,,,,,,
Table:,Address,,,,,,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,,,,,,,
Notes:,,,,,,,,,,,,,,,,,,,,,
Please do not change the template headings.,,,,,,,,,,,,,,,,,,,,,
First data column must be blank.,,,,,,,,,,,,,,,,,,,,,
Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.,,,,,,,,,,,,,,,,,,,,,
"For updating, you can update only selective columns.",,,,,,,,,,,,,,,,,,,,,
"If you are uploading new records, leave the ""name"" (ID) column blank.",,,,,,,,,,,,,,,,,,,,,
"If you are uploading new records, ""Naming Series"" becomes mandatory, if present.",,,,,,,,,,,,,,,,,,,,,
You can only upload upto 5000 records in one go. (may be less in some cases),,,,,,,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,,,,,,,
Column Labels,ID,Address Type,Address Title,Address Line1,City/Town,Country,Phone,Customer,Customer Name,Supplier,Supplier Name,Address Line2,Pincode,State,Email Id,Fax,Preferred Billing Address,Preferred Shipping Address,Sales Partner,Lead,Lead Name
Column Name:,name,address_type,address_title,address_line1,city,country,phone,customer,customer_name,supplier,supplier_name,address_line2,pincode,state,email_id,fax,is_primary_address,is_shipping_address,sales_partner,lead,lead_name
Mandatory:,Yes,Yes,Yes,Yes,Yes,Yes,Yes,No,No,No,No,No,No,No,No,No,No,No,No,No,No
Type:,Data (text),Select,Data,Data,Data,Select,Data,Link,Data,Link,Data,Data,Data,Data,Data,Data,Check,Check,Link,Link,Data
Info:,,"One of: Billing, Shipping, Office, Personal, Plant, Postal, Shop, Subsidiary, Warehouse, Other",,,,Valid Country,,Valid Customer,,Valid Supplier,,,,,,,0 or 1,0 or 1,Valid Sales Partner,Valid Lead,
Start entering data below this line,,,,,,,,,,,,,,,,,,,,,
,,Office,,254 Theotokopoulou Str.,Larnaka,Cyprus,23566775757,Adaptas,Adaptas,,,,,,,,,,,,
,,Office,,R Patrão Caramelho 116,Fajozes,Portugal,23566775757,Asian Fusion,Asian Fusion,,,,,,,,,,,,
,,Office,,30 Fulford Road,PENTRE-PIOD,United Kingdom,23566775757,Asian Junction,Asian Junction,,,,,,,,,,,,
,,Office,,Schoenebergerstrasse 13,Raschau,Germany,23566775757,Big D Supermarkets,Big D Supermarkets,,,,,,,,,,,,
,,Office,,Hoheluftchaussee 43,Kieritzsch,Germany,23566775757,Buttrey Food & Drug,Buttrey Food & Drug,,,,,,,,,,,,
,,Office,,R Cimo Vila 6,Rebordosa,Portugal,23566775757,Chi-Chis,Chi-Chis,,,,,,,,,,,,
,,Office,,R 5 Outubro 9,Quinta Nova São Domingos,Portugal,23566775757,Choices,Choices,,,,,,,,,,,,
,,Office,,Avenida Macambira 953,Goiânia,Brazil,23566775757,Consumers and Consumers Express,Consumers and Consumers Express,,,,,,,,,,,,
,,Office,,2342 Goyeau Ave,Windsor,Canada,23566775757,Crafts Canada,Crafts Canada,,,,,,,,,,,,
,,Office,,Laukaantie 82,KOKKOLA,Finland,23566775757,Endicott Shoes,Endicott Shoes,,,,,,,,,,,,
,,Office,,9 Brown Street,PETERSHAM,Australia,23566775757,Fayva,Fayva,,,,,,,,,,,,
,,Office,,Via Donnalbina 41,Cala Gonone,Italy,23566775757,Intelacard,Intelacard,,,,,,,,,,,,
,,Office,,Liljerum Grenadjärtorpet 69,TOMTEBODA,Sweden,23566775757,Landskip Yard Care,Landskip Yard Care,,,,,,,,,,,,
,,Office,,72 Bishopgate Street,SEAHAM,United Kingdom,23566775757,Life Plan Counselling,Life Plan Counselling,,,,,,,,,,,,
,,Office,,Σκαφίδια 105,ΠΑΡΕΚΚΛΗΣΙΑ,Cyprus,23566775757,Mr Fables,Mr Fables,,,,,,,,,,,,
,,Office,,Mellemvej 7,Aabybro,Denmark,23566775757,Nelson Brothers,Nelson Brothers,,,,,,,,,,,,
,,Office,,Plouggårdsvej 98,Karby,Denmark,23566775757,Netobill,Netobill,,,,,,,,,,,,
,,Office,,176 Michalakopoulou Street,Agio Georgoudi,Cyprus,23566775757,,,Helios Air,Helios Air,,,,,,,,,,
,,Office,,Fibichova 1102,Kokorín,Czech Republic,23566775757,,,Ks Merchandise,Ks Merchandise,,,,,,,,,,
,,Office,,Zahradní 888,Cechtín,Czech Republic,23566775757,,,HomeBase,HomeBase,,,,,,,,,,
,,Office,,ul. Grochowska 94,Warszawa,Poland,23566775757,,,Scott Ties,Scott Ties,,,,,,,,,,
,,Office,,Norra Esplanaden 87,HELSINKI,Finland,23566775757,,,Reliable Investments,Reliable Investments,,,,,,,,,,
,,Office,,2038 Fallon Drive,Dresden,Canada,23566775757,,,Nan Duskin,Nan Duskin,,,,,,,,,,
,,Office,,77 cours Franklin Roosevelt,MARSEILLE,France,23566775757,,,Rainbow Records,Rainbow Records,,,,,,,,,,
,,Office,,ul. Tuwima Juliana 85,Łódź,Poland,23566775757,,,New World Realty,New World Realty,,,,,,,,,,
,,Office,,Gl. Sygehusvej 41,Narsaq,Greenland,23566775757,,,Asiatic Solutions,Asiatic Solutions,,,,,,,,,,
,,Office,,Gosposka ulica 50,Nova Gorica,Slovenia,23566775757,,,Eagle Hardware,Eagle Hardware,,,,,,,,,,
1 Data Import Template
2 Table: Address
3
4
5 Notes:
6 Please do not change the template headings.
7 First data column must be blank.
8 Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.
9 For updating, you can update only selective columns.
10 If you are uploading new records, leave the "name" (ID) column blank.
11 If you are uploading new records, "Naming Series" becomes mandatory, if present.
12 You can only upload upto 5000 records in one go. (may be less in some cases)
13
14 Column Labels ID Address Type Address Title Address Line1 City/Town Country Phone Customer Customer Name Supplier Supplier Name Address Line2 Pincode State Email Id Fax Preferred Billing Address Preferred Shipping Address Sales Partner Lead Lead Name
15 Column Name: name address_type address_title address_line1 city country phone customer customer_name supplier supplier_name address_line2 pincode state email_id fax is_primary_address is_shipping_address sales_partner lead lead_name
16 Mandatory: Yes Yes Yes Yes Yes Yes Yes No No No No No No No No No No No No No No
17 Type: Data (text) Select Data Data Data Select Data Link Data Link Data Data Data Data Data Data Check Check Link Link Data
18 Info: One of: Billing, Shipping, Office, Personal, Plant, Postal, Shop, Subsidiary, Warehouse, Other Valid Country Valid Customer Valid Supplier 0 or 1 0 or 1 Valid Sales Partner Valid Lead
19 Start entering data below this line
20 Office 254 Theotokopoulou Str. Larnaka Cyprus 23566775757 Adaptas Adaptas
21 Office R Patrão Caramelho 116 Fajozes Portugal 23566775757 Asian Fusion Asian Fusion
22 Office 30 Fulford Road PENTRE-PIOD United Kingdom 23566775757 Asian Junction Asian Junction
23 Office Schoenebergerstrasse 13 Raschau Germany 23566775757 Big D Supermarkets Big D Supermarkets
24 Office Hoheluftchaussee 43 Kieritzsch Germany 23566775757 Buttrey Food & Drug Buttrey Food & Drug
25 Office R Cimo Vila 6 Rebordosa Portugal 23566775757 Chi-Chis Chi-Chis
26 Office R 5 Outubro 9 Quinta Nova São Domingos Portugal 23566775757 Choices Choices
27 Office Avenida Macambira 953 Goiânia Brazil 23566775757 Consumers and Consumers Express Consumers and Consumers Express
28 Office 2342 Goyeau Ave Windsor Canada 23566775757 Crafts Canada Crafts Canada
29 Office Laukaantie 82 KOKKOLA Finland 23566775757 Endicott Shoes Endicott Shoes
30 Office 9 Brown Street PETERSHAM Australia 23566775757 Fayva Fayva
31 Office Via Donnalbina 41 Cala Gonone Italy 23566775757 Intelacard Intelacard
32 Office Liljerum Grenadjärtorpet 69 TOMTEBODA Sweden 23566775757 Landskip Yard Care Landskip Yard Care
33 Office 72 Bishopgate Street SEAHAM United Kingdom 23566775757 Life Plan Counselling Life Plan Counselling
34 Office Σκαφίδια 105 ΠΑΡΕΚΚΛΗΣΙΑ Cyprus 23566775757 Mr Fables Mr Fables
35 Office Mellemvej 7 Aabybro Denmark 23566775757 Nelson Brothers Nelson Brothers
36 Office Plouggårdsvej 98 Karby Denmark 23566775757 Netobill Netobill
37 Office 176 Michalakopoulou Street Agio Georgoudi Cyprus 23566775757 Helios Air Helios Air
38 Office Fibichova 1102 Kokorín Czech Republic 23566775757 Ks Merchandise Ks Merchandise
39 Office Zahradní 888 Cechtín Czech Republic 23566775757 HomeBase HomeBase
40 Office ul. Grochowska 94 Warszawa Poland 23566775757 Scott Ties Scott Ties
41 Office Norra Esplanaden 87 HELSINKI Finland 23566775757 Reliable Investments Reliable Investments
42 Office 2038 Fallon Drive Dresden Canada 23566775757 Nan Duskin Nan Duskin
43 Office 77 cours Franklin Roosevelt MARSEILLE France 23566775757 Rainbow Records Rainbow Records
44 Office ul. Tuwima Juliana 85 Łódź Poland 23566775757 New World Realty New World Realty
45 Office Gl. Sygehusvej 41 Narsaq Greenland 23566775757 Asiatic Solutions Asiatic Solutions
46 Office Gosposka ulica 50 Nova Gorica Slovenia 23566775757 Eagle Hardware Eagle Hardware

View File

@ -0,0 +1,46 @@
Data Import Template,,,,,,,,,,,,,,,
Table:,Contact,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,
Notes:,,,,,,,,,,,,,,,
Please do not change the template headings.,,,,,,,,,,,,,,,
First data column must be blank.,,,,,,,,,,,,,,,
Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.,,,,,,,,,,,,,,,
"For updating, you can update only selective columns.",,,,,,,,,,,,,,,
"If you are uploading new records, leave the ""name"" (ID) column blank.",,,,,,,,,,,,,,,
"If you are uploading new records, ""Naming Series"" becomes mandatory, if present.",,,,,,,,,,,,,,,
You can only upload upto 5000 records in one go. (may be less in some cases),,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,
Column Labels,First Name,Email Id,Phone,Last Name,Status,Customer,Customer Name,Supplier,Supplier Name,Sales Partner,Is Primary Contact,Mobile No,Department,Designation,Unsubscribed
Column Name:,first_name,email_id,phone,last_name,status,customer,customer_name,supplier,supplier_name,sales_partner,is_primary_contact,mobile_no,department,designation,unsubscribed
Mandatory:,Yes,Yes,Yes,No,No,No,No,No,No,No,No,No,No,No,No
Type:,Data,Data,Data,Data,Select,Link,Data,Link,Data,Link,Check,Data,Data,Data,Check
Info:,,,,,"One of: Open, Replied",Valid Customer,,Valid Supplier,,Valid Sales Partner,0 or 1,,,,0 or 1
Start entering data below this line,,,,,,,,,,,,,,,
,Jan,JanVaclavik@dayrep.com,456675757,Václavík,,Adaptas,Adaptas,,,,,,,,
,Chidumaga,ChidumagaTobeolisa@armyspy.com,456675757,Tobeolisa,,Asian Fusion,Asian Fusion,,,,,,,,
,Jana,JanaKubanova@superrito.com,456675757,Kubáňová,,Asian Junction,Asian Junction,,,,,,,,
,紹萱,XuChaoXuan@gustr.com,456675757,,,Big D Supermarkets,Big D Supermarkets,,,,,,,,
,Özlem,OzlemVerwijmeren@dayrep.com,456675757,Verwijmeren,,Buttrey Food & Drug,Buttrey Food & Drug,,,,,,,,
,Hans,HansRasmussen@superrito.com,456675757,Rasmussen,,Chi-Chis,Chi-Chis,,,,,,,,
,Satomi,SatomiShigeki@superrito.com,456675757,Shigeki,,Choices,Choices,,,,,,,,
,Simon,SimonVJessen@superrito.com,456675757,Jessen,,Consumers and Consumers Express,Consumers and Consumers Express,,,,,,,,
,نگارین,NeguaranShahsaah@teleworm.us,456675757,شاه سیاه,,Crafts Canada,Crafts Canada,,,,,,,,
,Lom-Ali,Lom-AliBataev@dayrep.com,456675757,Bataev,,Endicott Shoes,Endicott Shoes,,,,,,,,
,Tiên,VanNgocTien@einrot.com,456675757,Văn,,Fayva,Fayva,,,,,,,,
,Quimey,QuimeyOsorioRuelas@gustr.com,456675757,Osorio,,Intelacard,Intelacard,,,,,,,,
,Edgarda,EdgardaSalcedoRaya@teleworm.us,456675757,Salcedo,,Landskip Yard Care,Landskip Yard Care,,,,,,,,
,Hafsteinn,HafsteinnBjarnarsonar@armyspy.com,456675757,Bjarnarsonar,,Life Plan Counselling,Life Plan Counselling,,,,,,,,
,Даниил,@superrito.com,456675757,Коновалов,,Mr Fables,Mr Fables,,,,,,,,
,Selma,SelmaMAndersen@teleworm.us,456675757,Andersen,,Nelson Brothers,Nelson Brothers,,,,,,,,
,Ladislav,LadislavKolaja@armyspy.com,456675757,Kolaja,,Netobill,Netobill,,,,,,,,
,Tewolde,TewoldeAbaalom@teleworm.us,456675757,Abaalom,,,,Helios Air,Helios Air,,,,,,
,Leila,LeilaFernandesRodrigues@gustr.com,456675757,Rodrigues,,,,Ks Merchandise,Ks Merchandise,,,,,,
,Dmitry,DmitryBulgakov@gustr.com,456675757,Bulgakov,,,,HomeBase,HomeBase,,,,,,
,Haiduc,HaiducWhitfoot@dayrep.com,456675757,Whitfoot,,,,Scott Ties,Scott Ties,,,,,,
,Sesselja,SesseljaPetursdottir@cuvox.de,456675757,Pétursdóttir,,,,Reliable Investments,Reliable Investments,,,,,,
,Hajdar,HajdarPignar@superrito.com,456675757,Pignar,,,,Nan Duskin,Nan Duskin,,,,,,
,Gustava,GustavaLorenzo@teleworm.us,456675757,Lorenzo,,,,Rainbow Records,Rainbow Records,,,,,,
,Bethany,BethanyWood@teleworm.us,456675757,Wood,,,,New World Realty,New World Realty,,,,,,
,Gloriana,GlorianaBrownlock@cuvox.de,456675757,Brownlock,,,,Asiatic Solutions,Asiatic Solutions,,,,,,
,Jenson,JensonFraser@gustr.com,456675757,Fraser,,,,Eagle Hardware,Eagle Hardware,,,,,,
1 Data Import Template
2 Table: Contact
3
4
5 Notes:
6 Please do not change the template headings.
7 First data column must be blank.
8 Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.
9 For updating, you can update only selective columns.
10 If you are uploading new records, leave the "name" (ID) column blank.
11 If you are uploading new records, "Naming Series" becomes mandatory, if present.
12 You can only upload upto 5000 records in one go. (may be less in some cases)
13
14 Column Labels First Name Email Id Phone Last Name Status Customer Customer Name Supplier Supplier Name Sales Partner Is Primary Contact Mobile No Department Designation Unsubscribed
15 Column Name: first_name email_id phone last_name status customer customer_name supplier supplier_name sales_partner is_primary_contact mobile_no department designation unsubscribed
16 Mandatory: Yes Yes Yes No No No No No No No No No No No No
17 Type: Data Data Data Data Select Link Data Link Data Link Check Data Data Data Check
18 Info: One of: Open, Replied Valid Customer Valid Supplier Valid Sales Partner 0 or 1 0 or 1
19 Start entering data below this line
20 Jan JanVaclavik@dayrep.com 456675757 Václavík Adaptas Adaptas
21 Chidumaga ChidumagaTobeolisa@armyspy.com 456675757 Tobeolisa Asian Fusion Asian Fusion
22 Jana JanaKubanova@superrito.com 456675757 Kubáňová Asian Junction Asian Junction
23 紹萱 XuChaoXuan@gustr.com 456675757 Big D Supermarkets Big D Supermarkets
24 Özlem OzlemVerwijmeren@dayrep.com 456675757 Verwijmeren Buttrey Food & Drug Buttrey Food & Drug
25 Hans HansRasmussen@superrito.com 456675757 Rasmussen Chi-Chis Chi-Chis
26 Satomi SatomiShigeki@superrito.com 456675757 Shigeki Choices Choices
27 Simon SimonVJessen@superrito.com 456675757 Jessen Consumers and Consumers Express Consumers and Consumers Express
28 نگارین NeguaranShahsaah@teleworm.us 456675757 شاه سیاه Crafts Canada Crafts Canada
29 Lom-Ali Lom-AliBataev@dayrep.com 456675757 Bataev Endicott Shoes Endicott Shoes
30 Tiên VanNgocTien@einrot.com 456675757 Văn Fayva Fayva
31 Quimey QuimeyOsorioRuelas@gustr.com 456675757 Osorio Intelacard Intelacard
32 Edgarda EdgardaSalcedoRaya@teleworm.us 456675757 Salcedo Landskip Yard Care Landskip Yard Care
33 Hafsteinn HafsteinnBjarnarsonar@armyspy.com 456675757 Bjarnarsonar Life Plan Counselling Life Plan Counselling
34 Даниил @superrito.com 456675757 Коновалов Mr Fables Mr Fables
35 Selma SelmaMAndersen@teleworm.us 456675757 Andersen Nelson Brothers Nelson Brothers
36 Ladislav LadislavKolaja@armyspy.com 456675757 Kolaja Netobill Netobill
37 Tewolde TewoldeAbaalom@teleworm.us 456675757 Abaalom Helios Air Helios Air
38 Leila LeilaFernandesRodrigues@gustr.com 456675757 Rodrigues Ks Merchandise Ks Merchandise
39 Dmitry DmitryBulgakov@gustr.com 456675757 Bulgakov HomeBase HomeBase
40 Haiduc HaiducWhitfoot@dayrep.com 456675757 Whitfoot Scott Ties Scott Ties
41 Sesselja SesseljaPetursdottir@cuvox.de 456675757 Pétursdóttir Reliable Investments Reliable Investments
42 Hajdar HajdarPignar@superrito.com 456675757 Pignar Nan Duskin Nan Duskin
43 Gustava GustavaLorenzo@teleworm.us 456675757 Lorenzo Rainbow Records Rainbow Records
44 Bethany BethanyWood@teleworm.us 456675757 Wood New World Realty New World Realty
45 Gloriana GlorianaBrownlock@cuvox.de 456675757 Brownlock Asiatic Solutions Asiatic Solutions
46 Jenson JensonFraser@gustr.com 456675757 Fraser Eagle Hardware Eagle Hardware

View File

@ -0,0 +1,38 @@
Data Import Template,,,,,,,,,,,,,,,,
Table:,Customer,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,,
Notes:,,,,,,,,,,,,,,,,
Please do not change the template headings.,,,,,,,,,,,,,,,,
First data column must be blank.,,,,,,,,,,,,,,,,
Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.,,,,,,,,,,,,,,,,
"For updating, you can update only selective columns.",,,,,,,,,,,,,,,,
"If you are uploading new records, leave the ""name"" (ID) column blank.",,,,,,,,,,,,,,,,
"If you are uploading new records, ""Naming Series"" becomes mandatory, if present.",,,,,,,,,,,,,,,,
You can only upload upto 5000 records in one go. (may be less in some cases),,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,,
Column Labels,ID,Customer Name,Customer Type,Customer Group,Territory,Company,Series,Lead Ref,Default Price List,Default Currency,Customer Details,Credit Days,Credit Limit,Website,Default Sales Partner,Default Commission Rate
Column Name:,name,customer_name,customer_type,customer_group,territory,company,naming_series,lead_name,default_price_list,default_currency,customer_details,credit_days,credit_limit,website,default_sales_partner,default_commission_rate
Mandatory:,Yes,Yes,Yes,Yes,Yes,Yes,No,No,No,No,No,No,No,No,No,No
Type:,Data (text),Data,Select,Link,Link,Link,Select,Link,Link,Link,Text,Int,Currency,Data,Link,Float
Info:,,,"One of: Company, Individual",Valid Customer Group,Valid Territory,Valid Company,"One of: CUST, CUSTMUM",Valid Lead,Valid Price List,Valid Currency,,Integer,,,Valid Sales Partner,
Start entering data below this line,,,,,,,,,,,,,,,,
,,Asian Junction,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Life Plan Counselling,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Two Pesos,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Mr Fables,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Intelacard,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Big D Supermarkets,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Adaptas,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Nelson Brothers,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Landskip Yard Care,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Buttrey Food & Drug,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Fayva,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Asian Fusion,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Crafts Canada,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Consumers and Consumers Express,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Netobill,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Choices,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Chi-Chis,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Red Food,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
,,Endicott Shoes,Company,Commercial,Rest Of The World,Wind Power LLC,,,,,,,,,,
1 Data Import Template
2 Table: Customer
3
4
5 Notes:
6 Please do not change the template headings.
7 First data column must be blank.
8 Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.
9 For updating, you can update only selective columns.
10 If you are uploading new records, leave the "name" (ID) column blank.
11 If you are uploading new records, "Naming Series" becomes mandatory, if present.
12 You can only upload upto 5000 records in one go. (may be less in some cases)
13
14 Column Labels ID Customer Name Customer Type Customer Group Territory Company Series Lead Ref Default Price List Default Currency Customer Details Credit Days Credit Limit Website Default Sales Partner Default Commission Rate
15 Column Name: name customer_name customer_type customer_group territory company naming_series lead_name default_price_list default_currency customer_details credit_days credit_limit website default_sales_partner default_commission_rate
16 Mandatory: Yes Yes Yes Yes Yes Yes No No No No No No No No No No
17 Type: Data (text) Data Select Link Link Link Select Link Link Link Text Int Currency Data Link Float
18 Info: One of: Company, Individual Valid Customer Group Valid Territory Valid Company One of: CUST, CUSTMUM Valid Lead Valid Price List Valid Currency Integer Valid Sales Partner
19 Start entering data below this line
20 Asian Junction Company Commercial Rest Of The World Wind Power LLC
21 Life Plan Counselling Company Commercial Rest Of The World Wind Power LLC
22 Two Pesos Company Commercial Rest Of The World Wind Power LLC
23 Mr Fables Company Commercial Rest Of The World Wind Power LLC
24 Intelacard Company Commercial Rest Of The World Wind Power LLC
25 Big D Supermarkets Company Commercial Rest Of The World Wind Power LLC
26 Adaptas Company Commercial Rest Of The World Wind Power LLC
27 Nelson Brothers Company Commercial Rest Of The World Wind Power LLC
28 Landskip Yard Care Company Commercial Rest Of The World Wind Power LLC
29 Buttrey Food & Drug Company Commercial Rest Of The World Wind Power LLC
30 Fayva Company Commercial Rest Of The World Wind Power LLC
31 Asian Fusion Company Commercial Rest Of The World Wind Power LLC
32 Crafts Canada Company Commercial Rest Of The World Wind Power LLC
33 Consumers and Consumers Express Company Commercial Rest Of The World Wind Power LLC
34 Netobill Company Commercial Rest Of The World Wind Power LLC
35 Choices Company Commercial Rest Of The World Wind Power LLC
36 Chi-Chis Company Commercial Rest Of The World Wind Power LLC
37 Red Food Company Commercial Rest Of The World Wind Power LLC
38 Endicott Shoes Company Commercial Rest Of The World Wind Power LLC

View File

@ -0,0 +1,36 @@
Data Import Template,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
Table:,Item,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
Notes:,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
Please do not change the template headings.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
First data column must be blank.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
"For updating, you can update only selective columns.",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
"If you are uploading new records, leave the ""name"" (ID) column blank.",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
"If you are uploading new records, ""Naming Series"" becomes mandatory, if present.",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
You can only upload upto 5000 records in one go. (may be less in some cases),,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
Column Labels,ID,Is Service Item,Is Asset Item,Is Sub Contracted Item,Item Name,Is Sales Item,Default Unit of Measure,Allow Production Order,Allow Bill of Materials,Description,Is Stock Item,Inspection Required,Is Purchase Item,Item Group,Has Batch No,Has Serial No,Allow Samples,Item Code,Default Reserved Warehouse,Cost Center,Last Purchase Rate,Default BOM,Naming Series,Image,Valuation Method,Image,Weightage,Net Weight,Max Discount (%),Warranty Period (in days),Default Cost Center,Re-Order Level,Default Income Account,Default Expense Account,Description HTML,Show in Website,End of Life,Website Warehouse,Manufacturer Part Number,Page Name,Manufacturer,Allowance Percent,Brand,Barcode,Slideshow,Re-Order Qty,Weight UOM,Minimum Order Qty,Lead Time Days,Website Description,Standard Rate
Column Name:,name,is_service_item,is_asset_item,is_sub_contracted_item,item_name,is_sales_item,stock_uom,is_pro_applicable,is_manufactured_item,description,is_stock_item,inspection_required,is_purchase_item,item_group,has_batch_no,has_serial_no,is_sample_item,item_code,default_warehouse,default_sales_cost_center,last_purchase_rate,default_bom,naming_series,image,valuation_method,website_image,weightage,net_weight,max_discount,warranty_period,cost_center,re_order_level,default_income_account,purchase_account,description_html,show_in_website,end_of_life,website_warehouse,manufacturer_part_no,page_name,manufacturer,tolerance,brand,barcode,slideshow,re_order_qty,weight_uom,min_order_qty,lead_time_days,web_long_description,standard_rate
Mandatory:,Yes,Yes,Yes,Yes,Yes,Yes,Yes,Yes,Yes,Yes,Yes,Yes,Yes,Yes,Yes,Yes,Yes,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No
Type:,Data (text),Select,Select,Select,Data,Select,Link,Select,Select,Small Text,Select,Select,Select,Link,Select,Select,Select,Data,Link,Link,Float,Link,Select,Select,Select,Select,Int,Float,Float,Data,Link,Float,Link,Link,Small Text,Check,Date,Link,Data,Data,Data,Float,Link,Data,Link,Float,Link,Float,Int,Text Editor,Float
Info:,,"One of: Yes, No","One of: Yes, No","One of: Yes, No",,"One of: Yes, No",Valid UOM,"One of: Yes, No","One of: Yes, No",,"One of: Yes, No","One of: Yes, No","One of: Yes, No",Valid Item Group,"One of: Yes, No","One of: Yes, No","One of: Yes, No",,Valid Warehouse,Valid Cost Center,,Valid BOM,One of: ITEM,One of: attach_files:,"One of: FIFO, Moving Average",One of: attach_files:,Integer,,,,Valid Cost Center,,Valid Account,Valid Account,,0 or 1,,Valid Warehouse,,,,,Valid Brand,,Valid Website Slideshow,,Valid UOM,,Integer,,
Start entering data below this line,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Wind Turbine,Yes,No,No,Wind Turbine,No,Nos,Yes,Yes,Small Wind Turbine for Home Use,Yes,No,Yes,Products,No,No,No,Wind Turbine,Finished Goods - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Wind Mill A Series,Yes,No,No,Wind Mill A Series,No,Nos,Yes,Yes,Wind Mill A Series for Home Use 9ft,Yes,No,Yes,Products,No,Yes,No,Wind Mill A Series,Finished Goods - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Wind Mill A Series,Yes,No,No,Wind Mill A Series,No,Nos,Yes,Yes,Wind Mill A Series for Home Use 12ft,Yes,No,Yes,Products,No,Yes,No,Wind Mill A Series,Finished Goods - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Wind MIll C Series,Yes,No,No,Wind MIll C Series,No,Nos,Yes,Yes,Wind Mill C Series for Commercial Use 18ft,Yes,No,Yes,Products,No,Yes,No,Wind MIll C Series,Finished Goods - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Base Plate,Yes,No,No,Base Plate,No,Nos,Yes,No,3/4 in. x 2 ft. x 4 ft. Pine Plywood,Yes,No,Yes,Raw Material,No,No,No,Base Plate,Stores - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Base Bearing Plate,Yes,No,No,Base Bearing Plate,No,Nos,Yes,No,1/4 in. x 6 in. x 6 in. Mild Steel Plate,Yes,No,Yes,Raw Material,No,No,No,Base Bearing Plate,Stores - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Bearing Pipe,Yes,No,No,Bearing Pipe,No,Nos,Yes,No,1.5 in. Diameter x 36 in. Mild Steel Tubing,Yes,No,Yes,Raw Material,No,No,No,Bearing Pipe,Stores - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Upper Bearing Plate,Yes,No,No,Upper Bearing Plate,No,Nos,Yes,No,3/16 in. x 6 in. x 6 in. Low Carbon Steel Plate,Yes,No,Yes,Raw Material,No,No,No,Upper Bearing Plate,Stores - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Bearing Collar,Yes,No,No,Bearing Collar,No,Nos,Yes,No,1 in. x 3 in. x 1 ft. Multipurpose Al Alloy Bar ,Yes,No,Yes,Raw Material,No,No,No,Bearing Collar,Stores - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,External Disc,Yes,No,No,External Disc,No,Nos,Yes,No,15/32 in. x 4 ft. x 8 ft. 3-Ply Rtd Sheathing ,Yes,No,Yes,Raw Material,No,No,No,External Disc,Stores - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Shaft,Yes,No,No,Shaft,No,Nos,Yes,No,1.25 in. Diameter x 6 ft. Mild Steel Tubing,Yes,No,Yes,Raw Material,No,No,No,Shaft,Stores - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Internal Disc,Yes,No,No,Internal Disc,No,Nos,Yes,No,For Bearing Collar,Yes,No,Yes,Raw Material,No,No,No,Internal Disc,Stores - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Blade Rib,Yes,No,No,Blade Rib,No,Nos,Yes,No,1/2 in. x 2 ft. x 4 ft. Pine Plywood,Yes,No,Yes,Raw Material,No,No,No,Blade Rib,Stores - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Wing Sheet,Yes,No,No,Wing Sheet,No,Nos,Yes,No,1/32 in. x 24 in. x 47 in. HDPE Opaque Sheet,Yes,No,Yes,Raw Material,No,No,No,Wing Sheet,Stores - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Disc Collars,Yes,No,No,Disc Collars,No,Nos,Yes,No,For Upper Bearing,Yes,No,Yes,Raw Material,No,No,No,Disc Collars,Stores - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Bearing Block,Yes,No,No,Bearing Block,No,Nos,Yes,No,"CAST IRON, MCMASTER PART NO. 3710T13",Yes,No,Yes,Raw Material,No,No,No,Bearing Block,Stores - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
,Stand,Yes,No,No,Stand,No,Nos,Yes,No,N/A,Yes,No,Yes,Raw Material,No,No,No,Stand,Stores - WP,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
1 Data Import Template
2 Table: Item
3
4
5 Notes:
6 Please do not change the template headings.
7 First data column must be blank.
8 Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.
9 For updating, you can update only selective columns.
10 If you are uploading new records, leave the "name" (ID) column blank.
11 If you are uploading new records, "Naming Series" becomes mandatory, if present.
12 You can only upload upto 5000 records in one go. (may be less in some cases)
13
14 Column Labels ID Is Service Item Is Asset Item Is Sub Contracted Item Item Name Is Sales Item Default Unit of Measure Allow Production Order Allow Bill of Materials Description Is Stock Item Inspection Required Is Purchase Item Item Group Has Batch No Has Serial No Allow Samples Item Code Default Reserved Warehouse Cost Center Last Purchase Rate Default BOM Naming Series Image Valuation Method Image Weightage Net Weight Max Discount (%) Warranty Period (in days) Default Cost Center Re-Order Level Default Income Account Default Expense Account Description HTML Show in Website End of Life Website Warehouse Manufacturer Part Number Page Name Manufacturer Allowance Percent Brand Barcode Slideshow Re-Order Qty Weight UOM Minimum Order Qty Lead Time Days Website Description Standard Rate
15 Column Name: name is_service_item is_asset_item is_sub_contracted_item item_name is_sales_item stock_uom is_pro_applicable is_manufactured_item description is_stock_item inspection_required is_purchase_item item_group has_batch_no has_serial_no is_sample_item item_code default_warehouse default_sales_cost_center last_purchase_rate default_bom naming_series image valuation_method website_image weightage net_weight max_discount warranty_period cost_center re_order_level default_income_account purchase_account description_html show_in_website end_of_life website_warehouse manufacturer_part_no page_name manufacturer tolerance brand barcode slideshow re_order_qty weight_uom min_order_qty lead_time_days web_long_description standard_rate
16 Mandatory: Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No
17 Type: Data (text) Select Select Select Data Select Link Select Select Small Text Select Select Select Link Select Select Select Data Link Link Float Link Select Select Select Select Int Float Float Data Link Float Link Link Small Text Check Date Link Data Data Data Float Link Data Link Float Link Float Int Text Editor Float
18 Info: One of: Yes, No One of: Yes, No One of: Yes, No One of: Yes, No Valid UOM One of: Yes, No One of: Yes, No One of: Yes, No One of: Yes, No One of: Yes, No Valid Item Group One of: Yes, No One of: Yes, No One of: Yes, No Valid Warehouse Valid Cost Center Valid BOM One of: ITEM One of: attach_files: One of: FIFO, Moving Average One of: attach_files: Integer Valid Cost Center Valid Account Valid Account 0 or 1 Valid Warehouse Valid Brand Valid Website Slideshow Valid UOM Integer
19 Start entering data below this line
20 Wind Turbine Yes No No Wind Turbine No Nos Yes Yes Small Wind Turbine for Home Use Yes No Yes Products No No No Wind Turbine Finished Goods - WP
21 Wind Mill A Series Yes No No Wind Mill A Series No Nos Yes Yes Wind Mill A Series for Home Use 9ft Yes No Yes Products No Yes No Wind Mill A Series Finished Goods - WP
22 Wind Mill A Series Yes No No Wind Mill A Series No Nos Yes Yes Wind Mill A Series for Home Use 12ft Yes No Yes Products No Yes No Wind Mill A Series Finished Goods - WP
23 Wind MIll C Series Yes No No Wind MIll C Series No Nos Yes Yes Wind Mill C Series for Commercial Use 18ft Yes No Yes Products No Yes No Wind MIll C Series Finished Goods - WP
24 Base Plate Yes No No Base Plate No Nos Yes No 3/4 in. x 2 ft. x 4 ft. Pine Plywood Yes No Yes Raw Material No No No Base Plate Stores - WP
25 Base Bearing Plate Yes No No Base Bearing Plate No Nos Yes No 1/4 in. x 6 in. x 6 in. Mild Steel Plate Yes No Yes Raw Material No No No Base Bearing Plate Stores - WP
26 Bearing Pipe Yes No No Bearing Pipe No Nos Yes No 1.5 in. Diameter x 36 in. Mild Steel Tubing Yes No Yes Raw Material No No No Bearing Pipe Stores - WP
27 Upper Bearing Plate Yes No No Upper Bearing Plate No Nos Yes No 3/16 in. x 6 in. x 6 in. Low Carbon Steel Plate Yes No Yes Raw Material No No No Upper Bearing Plate Stores - WP
28 Bearing Collar Yes No No Bearing Collar No Nos Yes No 1 in. x 3 in. x 1 ft. Multipurpose Al Alloy Bar Yes No Yes Raw Material No No No Bearing Collar Stores - WP
29 External Disc Yes No No External Disc No Nos Yes No 15/32 in. x 4 ft. x 8 ft. 3-Ply Rtd Sheathing Yes No Yes Raw Material No No No External Disc Stores - WP
30 Shaft Yes No No Shaft No Nos Yes No 1.25 in. Diameter x 6 ft. Mild Steel Tubing Yes No Yes Raw Material No No No Shaft Stores - WP
31 Internal Disc Yes No No Internal Disc No Nos Yes No For Bearing Collar Yes No Yes Raw Material No No No Internal Disc Stores - WP
32 Blade Rib Yes No No Blade Rib No Nos Yes No 1/2 in. x 2 ft. x 4 ft. Pine Plywood Yes No Yes Raw Material No No No Blade Rib Stores - WP
33 Wing Sheet Yes No No Wing Sheet No Nos Yes No 1/32 in. x 24 in. x 47 in. HDPE Opaque Sheet Yes No Yes Raw Material No No No Wing Sheet Stores - WP
34 Disc Collars Yes No No Disc Collars No Nos Yes No For Upper Bearing Yes No Yes Raw Material No No No Disc Collars Stores - WP
35 Bearing Block Yes No No Bearing Block No Nos Yes No CAST IRON, MCMASTER PART NO. 3710T13 Yes No Yes Raw Material No No No Bearing Block Stores - WP
36 Stand Yes No No Stand No Nos Yes No N/A Yes No Yes Raw Material No No No Stand Stores - WP

View File

@ -0,0 +1,34 @@
Data Import Template,,,,,
Table:,Item Price,,,,
Parent Table:,Item,,,,
,,,,,
Notes:,,,,,
Please do not change the template headings.,,,,,
First data column must be blank.,,,,,
Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.,,,,,
"For updating, you can update only selective columns.",,,,,
"If you are uploading new records, leave the ""name"" (ID) column blank.",,,,,
"If you are uploading new records, ""Naming Series"" becomes mandatory, if present.",,,,,
You can only upload upto 5000 records in one go. (may be less in some cases),,,,,
"""Parent"" signifies the parent table in which this row must be added",,,,,
"If you are updating, please select ""Overwrite"" else existing rows will not be deleted.",,,,,
,,,,,
Column Labels,ID,Price List Name,Valid for Buying or Selling?,Ref Rate,Currency
Column Name:,parent,price_list_name,buying_or_selling,ref_rate,ref_currency
Mandatory:,Yes,Yes,Yes,No,No
Type:,Data (text),Link,Select,Currency,Link
Info:,,Valid Price List,"One of: Buying, Selling",,Valid Currency
Start entering data below this line,,,,,
,Base Bearing Plate,Standard Buying,Buying,750,INR
,Base Plate,Standard Buying,Buying,1092,INR
,Bearing Block,Standard Buying,Buying,355,INR
,Bearing Collar,Standard Buying,Buying,980,INR
,Bearing Pipe,Standard Buying,Buying,599,INR
,Blade Rib,Standard Buying,Buying,430,INR
,Disc Collars,Standard Buying,Buying,3000,INR
,External Disc,Standard Buying,Buying,1200,INR
,Internal Disc,Standard Buying,Buying,1000,INR
,Shaft,Standard Buying,Buying,600,INR
,Stand,Standard Buying,Buying,200,INR
,Upper Bearing Plate,Standard Buying,Buying,400,INR
,Wing Sheet,Standard Buying,Buying,20300,INR
1 Data Import Template
2 Table: Item Price
3 Parent Table: Item
4
5 Notes:
6 Please do not change the template headings.
7 First data column must be blank.
8 Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.
9 For updating, you can update only selective columns.
10 If you are uploading new records, leave the "name" (ID) column blank.
11 If you are uploading new records, "Naming Series" becomes mandatory, if present.
12 You can only upload upto 5000 records in one go. (may be less in some cases)
13 "Parent" signifies the parent table in which this row must be added
14 If you are updating, please select "Overwrite" else existing rows will not be deleted.
15
16 Column Labels ID Price List Name Valid for Buying or Selling? Ref Rate Currency
17 Column Name: parent price_list_name buying_or_selling ref_rate ref_currency
18 Mandatory: Yes Yes Yes No No
19 Type: Data (text) Link Select Currency Link
20 Info: Valid Price List One of: Buying, Selling Valid Currency
21 Start entering data below this line
22 Base Bearing Plate Standard Buying Buying 750 INR
23 Base Plate Standard Buying Buying 1092 INR
24 Bearing Block Standard Buying Buying 355 INR
25 Bearing Collar Standard Buying Buying 980 INR
26 Bearing Pipe Standard Buying Buying 599 INR
27 Blade Rib Standard Buying Buying 430 INR
28 Disc Collars Standard Buying Buying 3000 INR
29 External Disc Standard Buying Buying 1200 INR
30 Internal Disc Standard Buying Buying 1000 INR
31 Shaft Standard Buying Buying 600 INR
32 Stand Standard Buying Buying 200 INR
33 Upper Bearing Plate Standard Buying Buying 400 INR
34 Wing Sheet Standard Buying Buying 20300 INR

View File

@ -0,0 +1,68 @@
Data Import Template,,,,,,,,,,,,,,,,,,,,,,,,,,,
Table:,Lead,,,,,,,,,,,,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,,,,,,,,,,,,,
Notes:,,,,,,,,,,,,,,,,,,,,,,,,,,,
Please do not change the template headings.,,,,,,,,,,,,,,,,,,,,,,,,,,,
First data column must be blank.,,,,,,,,,,,,,,,,,,,,,,,,,,,
Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.,,,,,,,,,,,,,,,,,,,,,,,,,,,
"For updating, you can update only selective columns.",,,,,,,,,,,,,,,,,,,,,,,,,,,
"If you are uploading new records, leave the ""name"" (ID) column blank.",,,,,,,,,,,,,,,,,,,,,,,,,,,
"If you are uploading new records, ""Naming Series"" becomes mandatory, if present.",,,,,,,,,,,,,,,,,,,,,,,,,,,
You can only upload upto 5000 records in one go. (may be less in some cases),,,,,,,,,,,,,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,,,,,,,,,,,,,
Column Labels,ID,Contact Name,Status,Naming Series,Company Name,Email Id,Source,From Customer,Campaign Name,Remark,Phone,Mobile No.,Fax,Website,Territory,Lead Type,Lead Owner,Market Segment,Industry,Request Type,Lost Reason,Next Contact By,Next Contact Date,Last Contact Date,Company,Unsubscribed,Blog Subscriber
Column Name:,name,lead_name,status,naming_series,company_name,email_id,source,customer,campaign_name,remark,phone,mobile_no,fax,website,territory,type,lead_owner,market_segment,industry,request_type,order_lost_reason,contact_by,contact_date,last_contact_date,company,unsubscribed,blog_subscriber
Mandatory:,Yes,Yes,Yes,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No,No
Type:,Data (text),Data,Select,Select,Data,Data,Select,Link,Link,Small Text,Data,Data,Data,Data,Link,Select,Link,Select,Link,Select,Link,Link,Date,Date,Link,Check,Check
Info:,,,"One of: Open, Replied, Attempted to Contact, Contact in Future, Contacted, Interested, Not interested, Lead Lost, Converted","One of: LEAD, LEAD/10-11/, LEAD/MUMBAI/",,,"One of: Advertisement, Blog Post, Campaign, Call, Customer, Exhibition, Supplier, Website, Email",Valid Customer,Valid Campaign,,,,,,Valid Territory,"One of: Client, Channel Partner, Consultant",Valid Profile,"One of: Lower Income, Middle Income, Upper Income",Valid Industry Type,"One of: Product Enquiry, Request for Information, Suggestions, Other",Valid Quotation Lost Reason,Valid Profile,,,Valid Company,0 or 1,0 or 1
Start entering data below this line,,,,,,,,,,,,,,,,,,,,,,,,,,,
,,Mart Lakeman,Passive,,Zany Brainy,MartLakeman@einrot.com,,,,,,,,,,,,,,,,,,,,,
,,Saga Lundqvist,Passive,,Patterson-Fletcher,SagaLundqvist@dayrep.com,,,,,,,,,,,,,,,,,,,,,
,,Adna Sjöberg,Passive,,Griff's Hamburgers,AdnaSjoberg@gustr.com,,,,,,,,,,,,,,,,,,,,,
,,Ida Svendsen,Passive,,Rhodes Furniture,IdaDSvendsen@superrito.com,,,,,,,,,,,,,,,,,,,,,
,,Emppu Hämeenniemi,Passive,,Burger Chef,EmppuHameenniemi@teleworm.us,,,,,,,,,,,,,,,,,,,,,
,,Eugenio Pisano,Passive,,Stratabiz,EugenioPisano@cuvox.de,,,,,,,,,,,,,,,,,,,,,
,,Semhar Hagos,Passive,,Home Quarters Warehouse,SemharHagos@einrot.com,,,,,,,,,,,,,,,,,,,,,
,,Branimira Ivanković,Passive,,Enviro Architectural Designs,BranimiraIvankovic@einrot.com,,,,,,,,,,,,,,,,,,,,,
,,Shelly Fields,Passive,,Ideal Garden Management,ShellyLFields@superrito.com,,,,,,,,,,,,,,,,,,,,,
,,Leo Mikulić,Passive,,Listen Up,LeoMikulic@gustr.com,,,,,,,,,,,,,,,,,,,,,
,,Denisa Jarošová,Passive,,I. Magnin,DenisaJarosova@teleworm.us,,,,,,,,,,,,,,,,,,,,,
,,Janek Rutkowski,Passive,,First Rate Choice,JanekRutkowski@dayrep.com,,,,,,,,,,,,,,,,,,,,,
,,美月 宇藤,Passive,,Multi Tech Development,@gustr.com,,,,,,,,,,,,,,,,,,,,,
,,Даниил Афанасьев,Passive,,National Auto Parts,@einrot.com,,,,,,,,,,,,,,,,,,,,,
,,Zorislav Petković,Passive,,Integra Investment Plan,ZorislavPetkovic@cuvox.de,,,,,,,,,,,,,,,,,,,,,
,,Nanao Niwa,Passive,,The Lawn Guru,NanaoNiwa@superrito.com,,,,,,,,,,,,,,,,,,,,,
,,Hreiðar Jörundsson,Passive,,Buena Vista Realty Service,HreiarJorundsson@armyspy.com,,,,,,,,,,,,,,,,,,,,,
,,Lai Chu,Passive,,Bountiful Harvest Health Food Store,ChuThiBichLai@einrot.com,,,,,,,,,,,,,,,,,,,,,
,,Victor Aksakov,Passive,,P. Samuels Men's Clothiers,VictorAksakov@dayrep.com,,,,,,,,,,,,,,,,,,,,,
,,Saidalim Bisliev,Passive,,Vinyl Fever,SaidalimBisliev@cuvox.de,,,,,,,,,,,,,,,,,,,,,
,,Totte Jakobsson,Passive,,Garden Master,TotteJakobsson@armyspy.com,,,,,,,,,,,,,,,,,,,,,
,,Naná Armas,Passive,,Big Apple,NanaArmasRobles@cuvox.de,,,,,,,,,,,,,,,,,,,,,
,,Walerian Duda,Passive,,Monk House Sales,WalerianDuda@dayrep.com,,,,,,,,,,,,,,,,,,,,,
,,Moarimikashi ,Passive,,ManCharm,Moarimikashi@teleworm.us,,,,,,,,,,,,,,,,,,,,,
,,Dobromił Dąbrowski ,Passive,,Custom Lawn Care,DobromilDabrowski@dayrep.com,,,,,,,,,,,,,,,,,,,,,
,,Teigan Sinclair,Passive,,The Serendipity Dip,TeiganSinclair@gustr.com,,,,,,,,,,,,,,,,,,,,,
,,Fahad Guirguis,Passive,,Cavages,FahadSaidGuirguis@gustr.com,,,,,,,,,,,,,,,,,,,,,
,,Morten Olsen,Passive,,Gallenkamp,MortenJOlsen@armyspy.com,,,,,,,,,,,,,,,,,,,,,
,,Christian Baecker,Passive,,Webcom Business Services,ChristianBaecker@armyspy.com,,,,,,,,,,,,,,,,,,,,,
,,Sebastianus Dohmen,Passive,,Accord Investments,SebastianusDohmen@cuvox.de,,,,,,,,,,,,,,,,,,,,,
,,Eero Koskinen,Passive,,American Appliance,EeroKoskinen@superrito.com,,,,,,,,,,,,,,,,,,,,,
,,富奎 盧,Passive,,Bettendorf's,LuFuKui@teleworm.us,,,,,,,,,,,,,,,,,,,,,
,,Milica Jelić,Passive,,House Of Denmark,MilicaJelic@dayrep.com,,,,,,,,,,,,,,,,,,,,,
,,Barbora Holubová,Passive,,10000 Auto Parts,BarboraHolubova@cuvox.de,,,,,,,,,,,,,,,,,,,,,
,,Marta Kos,Passive,,Mages,MartaKos@einrot.com,,,,,,,,,,,,,,,,,,,,,
,,Simret Zula,Passive,,CSK Auto,SimretZula@cuvox.de,,,,,,,,,,,,,,,,,,,,,
,,Kamil Chlubna,Passive,,Eagle Hardware & Garden,KamilChlubna@einrot.com,,,,,,,,,,,,,,,,,,,,,
,,Aceline Bolduc,Passive,,Rustler Steak House,AcelineBolduc@armyspy.com,,,,,,,,,,,,,,,,,,,,,
,,Lucie Stupková,Passive,,ABCO Foods,LucieStupkova@gustr.com,,,,,,,,,,,,,,,,,,,,,
,,Roland Solvik,Passive,,Trak Auto,RolandSolvik@cuvox.de,,,,,,,,,,,,,,,,,,,,,
,,Mekirinzukushitakufu ,Passive,,Choices,Mekirinzukushitakufu@teleworm.us,,,,,,,,,,,,,,,,,,,,,
,,Mukharbek Sultanovich,Passive,,Megatronic,MukharbekSultanovich@cuvox.de,,,,,,,,,,,,,,,,,,,,,
,,Osman Amanuel,Passive,,Handy Dan,OsmanAmanuel@dayrep.com,,,,,,,,,,,,,,,,,,,,,
,,幸子 阪部,Passive,,Channel Home Centers,@armyspy.com,,,,,,,,,,,,,,,,,,,,,
,,Masakazu Kamitani,Passive,,Honest Air Group,MasakazuKamitani@superrito.com,,,,,,,,,,,,,,,,,,,,,
,,Omran Sabbagh,Passive,,Pleasures and Pasttimes,OmranNuhaidSabbagh@einrot.com,,,,,,,,,,,,,,,,,,,,,
,,Rikako Matsumura,Passive,,Lazysize,RikakoMatsumura@einrot.com,,,,,,,,,,,,,,,,,,,,,
,,Anayolisa Chukwukadibia,Passive,,Prestiga-Biz,AnayolisaChukwukadibia@einrot.com,,,,,,,,,,,,,,,,,,,,,
,,Gudmunda Hinna,Passive,,Childs Restaurants,GudmundaHinna@armyspy.com,,,,,,,,,,,,,,,,,,,,,
1 Data Import Template
2 Table: Lead
3
4
5 Notes:
6 Please do not change the template headings.
7 First data column must be blank.
8 Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.
9 For updating, you can update only selective columns.
10 If you are uploading new records, leave the "name" (ID) column blank.
11 If you are uploading new records, "Naming Series" becomes mandatory, if present.
12 You can only upload upto 5000 records in one go. (may be less in some cases)
13
14 Column Labels ID Contact Name Status Naming Series Company Name Email Id Source From Customer Campaign Name Remark Phone Mobile No. Fax Website Territory Lead Type Lead Owner Market Segment Industry Request Type Lost Reason Next Contact By Next Contact Date Last Contact Date Company Unsubscribed Blog Subscriber
15 Column Name: name lead_name status naming_series company_name email_id source customer campaign_name remark phone mobile_no fax website territory type lead_owner market_segment industry request_type order_lost_reason contact_by contact_date last_contact_date company unsubscribed blog_subscriber
16 Mandatory: Yes Yes Yes No No No No No No No No No No No No No No No No No No No No No No No No
17 Type: Data (text) Data Select Select Data Data Select Link Link Small Text Data Data Data Data Link Select Link Select Link Select Link Link Date Date Link Check Check
18 Info: One of: Open, Replied, Attempted to Contact, Contact in Future, Contacted, Interested, Not interested, Lead Lost, Converted One of: LEAD, LEAD/10-11/, LEAD/MUMBAI/ One of: Advertisement, Blog Post, Campaign, Call, Customer, Exhibition, Supplier, Website, Email Valid Customer Valid Campaign Valid Territory One of: Client, Channel Partner, Consultant Valid Profile One of: Lower Income, Middle Income, Upper Income Valid Industry Type One of: Product Enquiry, Request for Information, Suggestions, Other Valid Quotation Lost Reason Valid Profile Valid Company 0 or 1 0 or 1
19 Start entering data below this line
20 Mart Lakeman Passive Zany Brainy MartLakeman@einrot.com
21 Saga Lundqvist Passive Patterson-Fletcher SagaLundqvist@dayrep.com
22 Adna Sjöberg Passive Griff's Hamburgers AdnaSjoberg@gustr.com
23 Ida Svendsen Passive Rhodes Furniture IdaDSvendsen@superrito.com
24 Emppu Hämeenniemi Passive Burger Chef EmppuHameenniemi@teleworm.us
25 Eugenio Pisano Passive Stratabiz EugenioPisano@cuvox.de
26 Semhar Hagos Passive Home Quarters Warehouse SemharHagos@einrot.com
27 Branimira Ivanković Passive Enviro Architectural Designs BranimiraIvankovic@einrot.com
28 Shelly Fields Passive Ideal Garden Management ShellyLFields@superrito.com
29 Leo Mikulić Passive Listen Up LeoMikulic@gustr.com
30 Denisa Jarošová Passive I. Magnin DenisaJarosova@teleworm.us
31 Janek Rutkowski Passive First Rate Choice JanekRutkowski@dayrep.com
32 美月 宇藤 Passive Multi Tech Development @gustr.com
33 Даниил Афанасьев Passive National Auto Parts @einrot.com
34 Zorislav Petković Passive Integra Investment Plan ZorislavPetkovic@cuvox.de
35 Nanao Niwa Passive The Lawn Guru NanaoNiwa@superrito.com
36 Hreiðar Jörundsson Passive Buena Vista Realty Service HreiarJorundsson@armyspy.com
37 Lai Chu Passive Bountiful Harvest Health Food Store ChuThiBichLai@einrot.com
38 Victor Aksakov Passive P. Samuels Men's Clothiers VictorAksakov@dayrep.com
39 Saidalim Bisliev Passive Vinyl Fever SaidalimBisliev@cuvox.de
40 Totte Jakobsson Passive Garden Master TotteJakobsson@armyspy.com
41 Naná Armas Passive Big Apple NanaArmasRobles@cuvox.de
42 Walerian Duda Passive Monk House Sales WalerianDuda@dayrep.com
43 Moarimikashi Passive ManCharm Moarimikashi@teleworm.us
44 Dobromił Dąbrowski Passive Custom Lawn Care DobromilDabrowski@dayrep.com
45 Teigan Sinclair Passive The Serendipity Dip TeiganSinclair@gustr.com
46 Fahad Guirguis Passive Cavages FahadSaidGuirguis@gustr.com
47 Morten Olsen Passive Gallenkamp MortenJOlsen@armyspy.com
48 Christian Baecker Passive Webcom Business Services ChristianBaecker@armyspy.com
49 Sebastianus Dohmen Passive Accord Investments SebastianusDohmen@cuvox.de
50 Eero Koskinen Passive American Appliance EeroKoskinen@superrito.com
51 富奎 盧 Passive Bettendorf's LuFuKui@teleworm.us
52 Milica Jelić Passive House Of Denmark MilicaJelic@dayrep.com
53 Barbora Holubová Passive 10000 Auto Parts BarboraHolubova@cuvox.de
54 Marta Kos Passive Mages MartaKos@einrot.com
55 Simret Zula Passive CSK Auto SimretZula@cuvox.de
56 Kamil Chlubna Passive Eagle Hardware & Garden KamilChlubna@einrot.com
57 Aceline Bolduc Passive Rustler Steak House AcelineBolduc@armyspy.com
58 Lucie Stupková Passive ABCO Foods LucieStupkova@gustr.com
59 Roland Solvik Passive Trak Auto RolandSolvik@cuvox.de
60 Mekirinzukushitakufu Passive Choices Mekirinzukushitakufu@teleworm.us
61 Mukharbek Sultanovich Passive Megatronic MukharbekSultanovich@cuvox.de
62 Osman Amanuel Passive Handy Dan OsmanAmanuel@dayrep.com
63 幸子 阪部 Passive Channel Home Centers @armyspy.com
64 Masakazu Kamitani Passive Honest Air Group MasakazuKamitani@superrito.com
65 Omran Sabbagh Passive Pleasures and Pasttimes OmranNuhaidSabbagh@einrot.com
66 Rikako Matsumura Passive Lazysize RikakoMatsumura@einrot.com
67 Anayolisa Chukwukadibia Passive Prestiga-Biz AnayolisaChukwukadibia@einrot.com
68 Gudmunda Hinna Passive Childs Restaurants GudmundaHinna@armyspy.com

View File

@ -0,0 +1,25 @@
Stock Reconciliation,,,,,,
----,,,,,,
"Stock Reconciliation can be used to update the stock on a particular date, usually as per physical inventory.",,,,,,
"When submitted, the system creates difference entries to set the given stock and valuation on this date.",,,,,,
It can also be used to create opening stock entries and to fix stock value.,,,,,,
----,,,,,,
Notes:,,,,,,
Item Code and Warehouse should already exist.,,,,,,
You can update either Quantity or Valuation Rate or both.,,,,,,
"If no change in either Quantity or Valuation Rate, leave the cell blank.",,,,,,
----,,,,,,
Item Code,Warehouse,Quantity,Valuation Rate,,,
Base Bearing Plate,Stores,4,750,,,
Base Plate,Stores,4,1092,,,
Bearing Block,Stores,2,355,,,
Bearing Collar,Stores,4,980,,,
Bearing Pipe,Stores,5,599,,,
Blade Rib,Stores,3,430,,,
Disc Collars,Stores,7,3000,,,
External Disc,Stores,2,1200,,,
Internal Disc,Stores,2,1000,,,
Shaft,Stores,5,600,,,
Stand,Stores,2,200,,,
Upper Bearing Plate,Stores,10,400,,,
Wing Sheet,Stores,20,300,,,
1 Stock Reconciliation
2 ----
3 Stock Reconciliation can be used to update the stock on a particular date, usually as per physical inventory.
4 When submitted, the system creates difference entries to set the given stock and valuation on this date.
5 It can also be used to create opening stock entries and to fix stock value.
6 ----
7 Notes:
8 Item Code and Warehouse should already exist.
9 You can update either Quantity or Valuation Rate or both.
10 If no change in either Quantity or Valuation Rate, leave the cell blank.
11 ----
12 Item Code Warehouse Quantity Valuation Rate
13 Base Bearing Plate Stores 4 750
14 Base Plate Stores 4 1092
15 Bearing Block Stores 2 355
16 Bearing Collar Stores 4 980
17 Bearing Pipe Stores 5 599
18 Blade Rib Stores 3 430
19 Disc Collars Stores 7 3000
20 External Disc Stores 2 1200
21 Internal Disc Stores 2 1000
22 Shaft Stores 5 600
23 Stand Stores 2 200
24 Upper Bearing Plate Stores 10 400
25 Wing Sheet Stores 20 300

View File

@ -0,0 +1,29 @@
Data Import Template,,,,,,,,,
Table:,Supplier,,,,,,,,
,,,,,,,,,
,,,,,,,,,
Notes:,,,,,,,,,
Please do not change the template headings.,,,,,,,,,
First data column must be blank.,,,,,,,,,
Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.,,,,,,,,,
"For updating, you can update only selective columns.",,,,,,,,,
"If you are uploading new records, leave the ""name"" (ID) column blank.",,,,,,,,,
"If you are uploading new records, ""Naming Series"" becomes mandatory, if present.",,,,,,,,,
You can only upload upto 5000 records in one go. (may be less in some cases),,,,,,,,,
,,,,,,,,,
Column Labels,ID,Supplier Name,Supplier Type,Company,Series,Default Currency,Supplier Details,Credit Days,Website
Column Name:,name,supplier_name,supplier_type,company,naming_series,default_currency,supplier_details,credit_days,website
Mandatory:,Yes,Yes,Yes,Yes,No,No,No,No,No
Type:,Data (text),Data,Link,Link,Select,Link,Text,Int,Data
Info:,,,Valid Supplier Type,Valid Company,"One of: SUPP, SUPP/10-11/",Valid Currency,,Integer,
Start entering data below this line,,,,,,,,,
,Helios Air,Helios Air,Raw Material,Wind Power LLC,,,,,
,Ks Merchandise,Ks Merchandise,Electrical,Wind Power LLC,,,,,
,HomeBase,HomeBase,Raw Material,Wind Power LLC,,,,,
,Scott Ties,Scott Ties,Raw Material,Wind Power LLC,,,,,
,Reliable Investments,Reliable Investments,Services,Wind Power LLC,,,,,
,Nan Duskin,Nan Duskin,Services,Wind Power LLC,,,,,
,Rainbow Records,Rainbow Records,Services,Wind Power LLC,,,,,
,New World Realty,New World Realty,Services,Wind Power LLC,,,,,
,Asiatic Solutions,Asiatic Solutions,Raw Material,Wind Power LLC,,,,,
,Eagle Hardware,Eagle Hardware,Raw Material,Wind Power LLC,,,,,
1 Data Import Template
2 Table: Supplier
3
4
5 Notes:
6 Please do not change the template headings.
7 First data column must be blank.
8 Only mandatory fields are necessary for new records. You can delete non-mandatory columns if you wish.
9 For updating, you can update only selective columns.
10 If you are uploading new records, leave the "name" (ID) column blank.
11 If you are uploading new records, "Naming Series" becomes mandatory, if present.
12 You can only upload upto 5000 records in one go. (may be less in some cases)
13
14 Column Labels ID Supplier Name Supplier Type Company Series Default Currency Supplier Details Credit Days Website
15 Column Name: name supplier_name supplier_type company naming_series default_currency supplier_details credit_days website
16 Mandatory: Yes Yes Yes Yes No No No No No
17 Type: Data (text) Data Link Link Select Link Text Int Data
18 Info: Valid Supplier Type Valid Company One of: SUPP, SUPP/10-11/ Valid Currency Integer
19 Start entering data below this line
20 Helios Air Helios Air Raw Material Wind Power LLC
21 Ks Merchandise Ks Merchandise Electrical Wind Power LLC
22 HomeBase HomeBase Raw Material Wind Power LLC
23 Scott Ties Scott Ties Raw Material Wind Power LLC
24 Reliable Investments Reliable Investments Services Wind Power LLC
25 Nan Duskin Nan Duskin Services Wind Power LLC
26 Rainbow Records Rainbow Records Services Wind Power LLC
27 New World Realty New World Realty Services Wind Power LLC
28 Asiatic Solutions Asiatic Solutions Raw Material Wind Power LLC
29 Eagle Hardware Eagle Hardware Raw Material Wind Power LLC

Binary file not shown.

After

Width:  |  Height:  |  Size: 221 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 40 KiB

60
utilities/make_demo.py Normal file
View File

@ -0,0 +1,60 @@
import webnotes, os
webnotes.session = webnotes._dict({"user":"Administrator"})
from core.page.data_import_tool.data_import_tool import upload
def make():
webnotes.connect()
webnotes.mute_emails = True
install()
complete_setup()
make_items()
make_customers_suppliers_contacts()
# make_bom()
# make_opening_stock()
# make_opening_accounts()
def install():
print "Creating Fresh Database..."
from webnotes.install_lib.install import Installer
inst = Installer('root')
inst.import_from_db("demo", verbose = 1)
def complete_setup():
print "Complete Setup..."
webnotes.get_obj("Setup Control").setup_account({
"first_name": "Test",
"last_name": "User",
"fy_start": "1st Jan",
"industry": "Manufacturing",
"company_name": "Wind Power LLC",
"company_abbr": "WP",
"currency": "INR",
"timezone": "America/New York",
"country": "United States"
})
def make_items():
print "Importing Items..."
webnotes.uploaded_file = os.path.join(os.path.dirname(__file__), "demo_docs", "Item.csv")
upload()
def make_customers_suppliers_contacts():
print "Importing Customers..."
webnotes.uploaded_file = os.path.join(os.path.dirname(__file__), "demo_docs", "Customer.csv")
upload()
print "Importing Suppliers..."
webnotes.uploaded_file = os.path.join(os.path.dirname(__file__), "demo_docs", "Supplier.csv")
upload()
print "Importing Contacts..."
webnotes.uploaded_file = os.path.join(os.path.dirname(__file__), "demo_docs", "Contact.csv")
upload()
print "Importing Address..."
webnotes.uploaded_file = os.path.join(os.path.dirname(__file__), "demo_docs", "Address.csv")
upload()
print "Importing Lead..."
webnotes.uploaded_file = os.path.join(os.path.dirname(__file__), "demo_docs", "Lead.csv")
upload()
if __name__=="__main__":
make()