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Companies need to import customer and supplier information into the system in order to carry out production and sales and use the ERP module. Since processing these manually would be a difficult process, especially for large-scale companies, these processes have been systematized within a certain format within Workcube.

Path:Control Panel > System > Import > Sales-Distribution > Customer-Supplier

Attention: While preparing the transfer files, data must be entered in accordance with the explanations on the pages. If the data entry does not comply with the format, the system issues warning messages for the incorrect fields and the transfer process is not performed. If the format is correct, the transfer is completed. If incorrect data is entered in the transfer file, the transferred data is edited manually, one by one, through the records. For this reason, the file should not be uploaded to the system without verifying the accuracy of the data.

Data transfer operations in Workcube provide great convenience, especially during the implementation processes. In other words, instead of processing the information one by one, the main data is processed into the system by a mass transfer. Thus, the implementation gains speed and the effort required is reduced.

In order to construct the ERP module, corporate-individual members, corporate member branches and employees must be defined in the system. After these definitions, many commercial transactions such as buying-selling-shipping transactions in the Sales-Distribution section can be carried out.

Individual Member Transfer

Note:After the transfer is completed, you can check the records on the ERP > Customer-Supplier > Individual Accounts page. For detailed information about the page, you can review the document called "Individual Accounts".

Corporate Member Transfer

Corporate Member Transfer page is used to transfer corporate members in the user's database to the system. The instructions on the page are followed as explained in the Individual Member Transfer section and the records are transferred to the Workcube system.

Note: Corporate member transfer is made to the Corporate Accounts page. After the transfer is completed, you can check the records from the ERP > Customer-Supplier > Corporate Accounts page. For detailed information about the page, you can review the document called "Corporate Accounts".

Corporate Member Branch Transfer

To transfer the branch information of corporate members to the system Corporate Member Branch Transfer page is used. The file must be prepared and uploaded to the system in accordance with the rules on the page. After pressing the "Save" button, the data is transferred to the relevant field.

Note:Corporate member branch transfer is made to the Addresses/Branch fields in the Corporate Accounts detail. After the transfer is completed, you can check the records in the ERP > Customer-Supplier > Corporate Accounts > Member Details > Addresses/Branches area. For detailed information about the page, you can review the document called "Corporate Account Branches".

Corporate Member Employee Transfer

Transferring employee information of corporate members to the system Corporate Member Employee Transfer page is used. The sample product file is filled in accordance with the rules in the format field and the document is uploaded to the system. If the format is OK, the import will be successful.

Note: Corporate member employee transfer is made to the Contact Persons field in the Corporate Accounts detail. After the transfer is completed, you can check the records in the ERP > Customer-Supplier > Corporate Account Contact Persons area. For detailed information about the page, you can review the document called "Corporate Account Contact Persons".

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About Workcube Objects

Account Transfer

Type: Import Version: Catalsyt v5 Licence: Standard Author: Workcube Core