Initial data imports

To start working in the system you need to load it with data. In addition to manually creating line by line the data and nomenclatures required for the job, the system also allows mass importing with XLS and XLSX tables of counterparties, nomenclature of goods and services, balances on documents by counterparty and price lists.

Counterparties – are required to be able to import document balances by counterparty. More information…

Nomenclature of goods and services – needed to be able to import sales/orders and price lists. More information…

Brands – import of brands into nomenclature. More information…

Import of document balances by counterparties – created and unfulfilled sales, orders, issued and unpaid revenue and expense invoices, unallocated payments from customers and to suppliers. More information…

Price lists – import of prices into price lists. More information…

Bulk data import is particularly useful when migrating from an old system to PRIM.IO

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