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Importing from Biscount

Importing from Biscount

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Importing from Biscount

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Exporting Names and Address records from Biscount

To export Names and Addresses we need to take the information from several reports

Select ‘Utilities’, ‘Names and Address Menu’, ‘List’

Select ‘All’

Select ‘Standard’, ‘File’, ‘Excel report’ and save to ‘\EVOPOS\CONVERT\CUSMAIN’ on the server

(Columns: CustNo, Name, Address1, Town, State, Postcode)

Run again but select ‘Phone’, ‘File’, ‘Excel report’ and save to ‘\EVOPOS\CONVERT\CUSPHONE’ on the server

(Columns: CustNo, Name, Address1, Town, PhoneWork, PhoneMobile)

Run again but select ‘Email’, ‘File’, ‘Excel report’ and save to ‘\EVOPOS\CONVERT\CUSEMAIL’ on the server

(Columns: CustNo, Name, Address1, Town, Email)

 

Exporting Stock records from Biscount

Select ‘Stock Report Generator’, ‘Print Report’

Select the fields to include. These would normally be as follows:

2-Description

3-Bin Location

5-Retail (Incl Tax)

6-StockQty

7-Re-orderQty

9-Average Cost (Incl Tax)

10-Tax rate

12-Sales for Year

14-Last sale date

16-Last Invoice

18-Max StockQty

Select ‘Finished Choices’ (Wait till the list is fully populated or it may not get all records)

Select ‘File’, ‘Excel Export’ and save to \EVOPOS\CONVERT\STOCKALL. XLS on the Server

(Wait till the list is fully exported or it may not get all records)

(Note: If it is a very large stock file you have to wait until it finishes updating the report and again when exporting to Excel (Takes a while). MAKE SURE IT HAS ALL RECORDS. If not you will have to create an Excel file for each Department and then convert and import each one)

 

Exporting Debtors from Biscount

Select ‘Accounts’, ‘Customer Accounts’, ‘Ageing Report’, ‘All Accounts’, ‘This Month’

This should give you a list of all debtors aged into Current, 30-60, 60-90, Over 90

Select ‘File’, ‘Excel Export’ and save to \EVOPOS\CONVERT\DEBTORS.XLS on the Server

 

 

Importing data into Evopos

Open each Excel file created above in Excel and check the data. On price fields make sure there are no commas (,) or currency symbols ($) (ensure Prices are formatted as plain numbers).

Also make sure there are no , (commas) in any other column, replace with another digit such as ; (semi-colon). Then select File, Save As, and set format to ‘Comma Separated (CSV)’

 

Then run Data Admin (Must be version 2.52 or later). Select Import, select the format as Biscount and set the folder that contains the CSV files you created above, then select to delete and import the data required.

 

Notes on Names and Addresses

We normally recommend to enter personal names with the surname first followed by a ‘,’ and then the rest of the name. This makes it less likely to get duplicated records. The name is reversed when printing.

The Greeting field is very useful in Australia as people are often referred by their nickname rather than their official name

 

Notes on Stock Records

When importing the data the following changes are made:

For each different first 3 digits of the Part Number a new category is created

For each different first 2 digits of the Part Number (Brand) a new Brand and Sub Group is created.

For each different third digit of the Part Number (Department) a new Main Group is created

The first 3 digits are removed form the Part Number

The original part number is entered as an Alternative Part Number so it can still be used

Evopos has a different structural way of organising the stock some changes will need to be made to get the best out of the new system.

It really pays to ensure stock records are broken into categories such as Gloves –Sportex, Gloves – Buffalo etc.. Categories can then be grouped by Main Group, Sub Group, Brand etc. This enables us to easily organise our stock / sales and also find items by drilling down for example select a main group (Clothing), then a sub group (Gloves) and then a Category (Gloves – Sportex)

Cost and Sell prices in the data are Excluding Tax (GST)

Minimum Qty is the Qty that if it goes below it will re-order

Optimum Qty is the Maximum Qty (The quantity you will end up with after ordering)