The following order is recommended for data imports: Chart of Accounts – Note that you should enter opening balances as journal entries on “go live”, using the specialized journal entry import process. Classifications – Departments, Classes, Locations – supported by Import Assistant Entities – Employees, Vendors, Partners, Customers (including Leads, Prospects, and Customers), Contacts –… Continue reading CSV Import – Order
Tag: Beginnerlevel
Create Bin Records
Bin records to define bin locations within a warehouse or stock room. Bin record numbers are associated with items and included in receiving and fulfilling transactions to keep track of inventory for each bin. There is no limit on the number of bin records you can enter. Item costing is not calculated per bin, and… Continue reading Create Bin Records