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https://help.myob.com/wiki/x/RoKi
ANSWER ID:9432
RetailBasics enables you to import stock, staff and customer records. This support note provides information on this process.
Note: RetailBasics will automatically backup your data file before you import any information. You will then be able to retrieve this backup if anything goes amiss.
Importing into RetailBasics
-
Within RetailBasics go to Admin.
- Go to the File menu and choose Import/Export.
-
Select Import Data as the process you want to perform then click OK.
- Locate and select the file you want to import then click OK.
Note: Comma-separated [*.csv] and tab-delimited [*.tsv or *.txt] files can be imported into RetailBasics.
-
You will now be prompted to select what type of data to import. The options you will have to choose from are: Stock, Staff or Customers.
-
If each column in the file you are importing has a heading, make sure the The First Record is option is set to Header Info. If you have modified your text files and removed the headings after you exported them, you will need to select Data.
-
Select the Field Separator. The default separator for importing files is normally Tab.
-
Click Import.
When you are importing stock, staff or customers, you are unable to match the fields from RetailBasics against fields in the file you are importing. For this reason, it is vital that the file you are importing conforms to a set standard or format. The tables below (Staff Cards, Staff Cards and Customer Cards) specify the order in which the columns needs to be, as well as the contents and purpose of the field.
Troubleshooting tip
If you are having trouble with the import, a good tip to ensure that you have formatted your file correctly is to create one stock item (Or customer or staff record), export it, and open the exported file. You can match this file against the one you are trying to import.
STAFF CARDS
|
RetailBasics field |
Comments |
Type |
Type of Character |
|
Staff ID # |
|
10 |
Alpha Numeric |
|
Surname |
|
25 |
Alpha Numeric |
|
Given names |
|
25 |
Alpha Numeric |
|
Docket Name |
Name that will show up on Receipts |
8 |
Alpha Numeric |
|
Addr1 |
Address |
40 |
Alpha Numeric |
|
Addr2 |
Address |
40 |
Alpha Numeric |
|
Suburb |
Suburb/Town |
40 |
Alpha Numeric |
|
State |
State/Territory |
|
Alpha Numeric |
|
Postcode |
Postcode |
10 |
Alpha Numeric |
|
Phone |
You can match Phone#1, Phone#2 or Phone#3 if you choose. |
15 |
Alpha Numeric |
| Mobile |
You can match Phone#2 or Phone# |
15 |
Number |
|
Birthday |
The employees Birthday |
DD/MM/YYYY |
Date |
|
Start date |
The day they commenced work |
DD/MM/YYYY |
Date |
CUSTOMER CARDS
|
RetailBasics field |
Comments |
Type |
Type of Character |
|
Customer id |
ID Number Of The Customer |
10 |
Alpha-Numeric |
|
First name |
First Name |
25 |
Alpha-Numeric |
|
Last name |
Last Name |
25 |
Alpha-Numeric |
|
Company name |
Company Name |
40 |
Alpha-Numeric |
|
Address1 |
Address |
40 |
Alpha-Numeric |
|
Address2 |
Address |
40 |
Alpha-Numeric |
|
Suburb |
Suburb/Town |
40 |
Alpha-Numeric |
|
State |
State/Territory |
3 |
Alpha-Numeric |
|
Postcode |
Postcode |
10 |
Alpha-Numeric |
|
Phone |
Phone Number |
15 |
Alpha-Numeric |
| Mobile |
Mobile Number |
15 |
Alpha-Numeric |
|
Fax |
Fax Number |
15 |
Alpha-Numeric |
|
|
Email Address |
40 |
Alpha-Numeric |
|
Notes |
Comments |
|
Memo |
STOCK CARDS
|
RetailBasics field |
Description |
Size |
Type |
|
Stock Code |
The stock number for this item. Also used as the barcode number. |
13 |
Alpha-Numeric |
|
Department |
The name of the department that this stock item belongs to. |
10 |
Alpha-Numeric |
|
Unit of Measure |
The unit of measure that is used for this item. This must be an abbreviation, for example Ea for Each, Kg for Kilograms, Mtr for Metres, lbs for Pounds, etc. |
3 |
Char |
|
Tax Code |
The tax code applicable to this item. |
3 |
Char |
|
RRP |
The Recommended Retail Price for this item. Can all be either including tax values, or excluding tax values, but not a mixture of both. You will be prompted during the import whether your RRP prices are inc tax or ex tax. |
11; in the format of 6 digits, one decimal sign, and four decimal places. for example 999999.9999 |
Currency |
|
Description |
The description for this item. |
40 |
Alpha-Numeric |
|
Up-sell Prompt |
This is the message that will appear in your sale screen whenever this item is being sold. |
40 |
Alpha-Numeric |
|
Tare weight |
Optional. If this item is being measured using scales, specify its tare weight here, which is the items weight less the weight of its container. |
11; in the format of 6 digits, one decimal sign, and four decimal places. for example 999999.9999 |
Decimal |