I am looking to use the ERPNext software for my little company.
I have been using another ERP/CRM software in the past, but is very redundant and serves little purpose for us at this time and costs us more than we are comfortable with.
So i would like to export from my current software over to this one. However i am running into multiple problems trying to do this, all on ERPNexts side.
For one when i tried importing my custommer lists ERPNext has a few "required’ Fields such as “custommer group” and “region”
While i can easily translate “region” into country… (provided i set it up before hand in ERPNext…) i really have no idea what to do with the “custommer group” and it seems to be a huuuuge task for us to add groups in here and in the old files.
So my question is, can i completely remove this “custommer group” option or make it not mandatory or something. Else i have to simply add a bunch of redundant data and spend a lot of time adapting it which i would really like to avoid.
In other words, is there any way to customize the information required and the sorting options for my custommers (and probably other things such as products, suppliers etc) before importing and making sure the data i have can be used efficiently whithout having to add redundant data ?
Also this is literally the first thing i tried to do in this software … will i run into similarly rigid walls in order to import my data all the way down the line ? Has anyone managed to export-import data from another software into this one without problems, or have tips for me to use to do this efficiently ?
The software i was using in the past is Idylis and it will let me export the information in great detail and in whatever order or format i wish, so i can get the information out in whatever format or order needed.
For me, the most common problem was when I used a mismatched product name in the order. To check/fix, I created a dummy order in the system (with correct values) and exported it. Then use the template it creates to fill in the other data which you import
right, thats exactly what i am trying to do - Make a dummy order
Problem is when i make that dummy order none of my products that i have already imported show up for me to fill into this dummy order, and i’m not really sure why. They show up in all kinds of different places.
I am thinking it might have something to do with stock, but then again, i have products which i have requested not to be stock managed… and they dont show up either… so not too sure
still struggling with importing orders … i think “price list” might be the issue ? what is this ? where can i find it ? can i ignore it completely? I want my products saved without any price associated to them in the first place. as they have different prices depending on custommer and quantity
Also i was continuing to import other things such as suppliers, and while i’m importing a minimum of information with the intent on completing it later, i still ran into a few questions.
In the “import” menu i dont seem to have things such as phone number, email adress, fax, etc. as options at all. Is there any way to mass import these informations ?
Under “Buying” you will find the “Price List”. It shouldn’t any difference to the import.
When doing imports, I always try to create one item to export first. Then when you import, you can be confident that you have the right items in the right fields.
For suppliers, this method will be ideal. Fill in one supplier, then export them, and reverse the process for the rest - The ERPNext import system is very quick and effective.
You’re saying i dont have to use the blank import file they are supplying me with ? I can export a sheet and use that for importing again ? Hmm interesting, going to look that up
But i still cant export a sales order, since i still cannot select my products when i make a new purchase order.
The field just comes up blank with “advanced search” and “Create new product” but no actual products to choose.