Often, we find ourselves in situations where manually creating sales is very slow. One of the most common
scenarios is when we try to switch from one ERP (Enterprise Resource Planning) internal management
system to another.
In this case, let's imagine that we want to transfer all the data from another ERP to ours to maintain
the historical record. In this case, this function will allow us to carry out the process almost
automatically; we only need to have a table in CSV format with the corresponding columns so that our
system can perform the import. We also have a sample of this table available in case we want to follow
its format.
This option is located in the left sidebar. In the Sales option, if we expand it, we will see the form to
prepare the import. On this screen, we can upload the file or table to be imported and select some
parameters associated with the table we want to import, for example, to which warehouse the sale
corresponds, to which sales agent, and other parameters of interest.
ENGONUS, A comprehensive internal business management system with APP and IIOT
integration.
