What is the purpose of Change selling migration in TruePos ?

What is the purpose of Change selling migration in TruePos ?

Change Selling Migration

 

 

Purpose
:By using the Change Selling Migration option, we may amend or update the old adjustments for Selling Price or MRP in bulk.

 

Page Navigation :- Tools >> Master Migration

 


Process involved in creating change selling through migration


 

  • Generate the Sheet in master migration

  • Create the change selling sheet

  • Upload the sheet

  • If you face any error during upload, check in Upload Status

 

 

Fields In Detail:-

 

Following are the fields of the Change selling CSV file and everything you need to know about it :-

 

Field

Description

Item Name

Enter name of Item

Selling

Enter the new selling Rate of an item

MRP

Enter the new MRP Rate of an item

Old selling

Enter the old selling Rate of an item

Old MRP

Enter the old selling Rate of an item

Location

Select the particular location

Batch No.

Enter the Batch number

Expiry Date

Enter the particular expiry date

Packed date

Enter the specific packed date

 

 

 

How to do Change selling Migration in TruePos ?

 

Step 1: Select the Master Migration option under Tools.

 

 

Step 2: Under the option for sheet Generation, choose Change selling upload from the master list.

 

 

Step 3: Enable the field which need to be added in sheet. You can specify certain fields as mandatory also. After selecting the fields, Click on Save Config and Download the CSV. The excel sheet will get downloaded (Kindly take note of the column size, Data type and Column value before filling up the sheet and make sure the values filled up in the sheet satisfy the conditions)

 

Step 4: Fill out the provided template with the information of Item name, selling, MRP, old selling rate, old MRP, Expiry rate, Packed date.

 

Step 5 : After filling up the sheet,  Click on Upload Sheet and select the master then browse the file and click on Upload file. Once uploaded will get message as successfully uploaded.

 

Step 6 : Verify that the uploaded Customer update migration information is accurate. Access Master >> Item  >> Item  >> Search >> Edit

 

 

FAQ

1) Can cost price be changed in change selling menu?

Answer - Cost price can be changed only via Location wise item update migration. Refer the link cost price change for the same

2) Can change selling be done batch wise?

Answer - Yes, change selling can be done batch wise by using the "Enable batch details in change selling" configuration in Business Configuration Screen.If the item has multiple batches, you will be able to select the batch, after selecting the item

3) Is it possible to provide selling price below cost price? Need this for business requirement

Answer - Although it is not advisable to provide selling price below cost, it is possible. Enable the configuration "Allow change selling below cost" should be enabled from Business configuration. Updating selling price less than cost price is not a correct process because it will result in negative profits.

4) Is there any ways to update change selling in bulk?

Asnwer - Yes, it is possible via Change selling upload migration. Refer the link Change selling migration to know about the migration process.

5) Is the Change Selling applies to Branch wise?

Answer - Yes, We have option for using change selling Branch wise. For enabling the same, Kindly reach us through live chat or send an email to truepos-support@gofrugal.com

 

 


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