A quick introduction to Bizzfo Goods Received Import


Introduction


In the ideal world, we would start populating a system with GRV/GRN on day one. But in reality this is not always possible.


Importing goods received, as per the CSV template below, allows you to update your Creditors control account from an external source.


This could be as to:

  1. Import data from another system
  2. Bring your system up to date after initial setup and go live.



Open goods received screen






Go to goods received and click on the file menu.


Follow the screen prompts and select your import CSV file.




The import file must be in the format shown below. Note that each line is a summarized version of the Goods Received Note.





Below is the field definition matrix for the Goods Received import file


Field Name

Expected value

Notes

Account

Unique supplier code

Can be blank

Name

Company name

Name of supplier. If it does not exist in the system, it will be created. Name must be unique

Date

Expected format dd/mm/yyyy

Can not be blank. Format must be day/month/year

Reference

Invoice\Document number

Notes

Not used

OrderNumber

Not used

Code

IN = Invoice

CR = Credit note

State if document is a credit note or an invoice

Vatrate

0 or 1

VAT Rate. If set to 1, then system VAT is applied. If set to 0 then no VAT calculation is applied

Ldgr Account

STOCK

Ledger Account. Will default to Stock if value is not set correctly. See accounts to use

Rep

Not used

Amount

Currency incl VAT

Total amount for the goods received document.







Bizzfo Help Files Produce Kindle eBooks easily