In MicroBiz v2, we now have the ability to import your sales history using the template attached.
For the beginning, Please use the correct mappings:
Select Register to use for import: Select under which register should the transactions be imported.
Select customer ID to Match: Select which ID should be used for the customers to match between MicroBizv2 customers and the imported file.
Default Customer: Select which customer should be defaulted the transaction, if the customer column will be blank in the imported file.
Please note: Do not modify or change any of the headers of the templates or add custom columns.
The following chart provides more information on the import fields:
| Field | Required? | Default Values | Allowed Vales | Notes | |
receipt_no | Y | ascii DEC 32-126 | The receipt number of the sales transaction.Receipts numbers will be altered slightly to prevent duplicates in cases where receipt numbers begin 'SAL' (MicroBiz v1) 'IMP' will be substituted for the number. | ||
| customer_no | N | If left blank, Default customer record will be used | ascii DEC 32-126 | Customer Number(ID) under which transaction will be registered. If customer id not found, sale will be registered under "Customer not on file " record | |
| transaction_date | y | YYYY-MM-DD HH:MM:SS | date where transaction was registered | ||
transaction_total | Y | 0-99999999.99 | The total of transaction If receipt is a return, use - sign at the beginning | ||
total_tax | y | 0-99999999.99 | Total taxes collected. If receipt is a return, use - sign at the beginning | ||
cashier | n | ascii DEC 32-126 | |||
sales_person | n | ascii DEC 32-126 | |||
sku | y | ascii DEC 32-126 | Sku of the product used in the transaction. If SKU does not exist in MicroBiz v2, mbz_system_not_on_file_sku will be used | ||
line_description | y | ascii DEC 32-126 | Product name | ||
item_cost | y | 0-99999999.99 | Replacement cost of the product | ||
selling_price | y | 0-99999999.99 | Price that was used in the transaction to sell the product | ||
retail_price | y | 0-99999999.99 | Retail price of the product | ||
quantity | y | 0-99999999.99 | Quantity of the product sold in the transaction | ||
item_tax | y | 0-99999999.99 | Amount of tax for the product in the transaction. |