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training:gs_custsupp_load_stage_3

Stage 3: Prepare and Load - Customers and Suppliers

On completion of this video the viewer will be able to:

  • Enter and Edit customers and supplier detail
  • Create spreadsheets for loading data
  • Create CSV Files for Data Loadin
  • Import CSV Files using Customer/Supplier load
  • Review, Adjust and Edit loaded data
  • Print Customer and Supplier Reports

Carefully preparing your Customer and Supplier lists, and loading them into System Five is a very important stage of your Getting Started.

It is important that the correct information and types of customers are set up, as this will in future control the way System Five calculates many reports and price settings.

After watching these 5 short videos, take the time to organize and prepare with accuracy and attention to detail. It will pay off in the long term.

Stage 3:Video 1 - Adding & Editing Customers

Stage 3:Video 2 - Prepare Customer Lists

Stage 3:Video 3 - Saving CSV Customer Lists

Stage 3:Video 4 - Import Customer Spreadsheets

Stage 3:Video 5 - Import Supplier Spreadsheets

training/gs_custsupp_load_stage_3.txt · Last modified: 2018/06/18 11:43 (6 years ago) by mrobosa