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Migration from 1c: importing goods from Excel and other accounting systems

29.10.2022 17:14
Maria Hladkykh
Maria Hladkykh

Developer of technical documentation, author of video tutorials, host of Torgsoft Podcast

The transition from 1c and from any other accounting system to Torgsoft consists of 7 steps:

  1. Creating categories of goods - a tree of types of goods, manufacturers, seasons.
  2. Transferring balances and data from the old accounting program to Excel.
  3. Formatting an Excel file into a simple table.
  4. Importing an incoming invoice into the accounting program Torgsoft.
  5. Checking the quantity, prices, names, barcodes, articles.
  6. Printing new price tags.
  7. Importing a list of customers.

  • 00:43 - Preparing an Excel file
  • 01:20 - Setting up a macro
  • 02:23 - Importing goods from Excel to the accounting program Torgsoft
  • 02:45 - Import settings
  • 04:32 - Selecting the file/files for import
  • 04:48 - Selecting the import area
  • 06:42 - Product search parameters
  • 07:15 - General parameters for importing a document
  • 09:12 - Selecting fields in the program that will correspond to the fields from the import document
  • 11:48 - What to do if the type of product or manufacturer was not specified during import
  • 13:23 - Importing goods from a photo

 


Програма обліку товару | Торгсофт



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