When having a business, using an ERP software to manage your inventory can be a lifesaver. Sometimes though, ERP data migration may be difficult. Megaventory is an easy-to-use ERP software, but some factions may confuse new users.
We always want to make sure that we can provide you with answers to your questions. So here’s how you can effectively transfer your business data in Megaventory.
Importing Data Into Megaventory
First up, is importing your data into Megaventory of course. Generally speaking, there are two ways to get your data into the service.
Import Data Manually
Firstly, you can try creating the entire data structure piece by piece experimenting as to what works best. This is something you probably need to go through to familiarize yourself with Megaventory – but it’s not necessary. You can import data information manually for your suppliers, clients, products, services, etc.
Import Data With “Data Import” Module
Secondly, or when you’re confident enough about the initial data you’ve already uploaded, you can start massively uploading information. This is done with our handy import tool which covers most of the data that can be stored in Megaventory.
It’s really easy to get things online. Say, for example, we want to upload all our suppliers. We click the spreadsheet icon and proceed to download the special spreadsheet file by Megaventory.
One thing to keep in mind is the cells with the red indication. This means that they are required fields and you need to fill them in. Other than that, you can enter whatever information you want!
As expected once the data has been entered (or copy-pasted) we just need to upload the file. With a bit of preparation, you could have your entire business online and ready in a few minutes!
Import Documents Into Megaventory
Another very useful module you can find in Megaventory is the “Import Documents” module. It’s very similar to the one mentioned above but it has some key differences. These are the kind of files you can upload in Megaventory with this module:
- Receive On Consignment (R-CONS)
- Purchase Bill (BILL)
- Ship On Consignment (S-CONS)
- Sales Invoice (SI)
- Purchase Order (PO)
- Sales Quote (QUOTE)
- Sales Order (SO)
Column A (mandatory) should include the Document Template Abbreviation. Column B (mandatory) should include the Document Number. After filling in all the rows, the user should save the file as CSV or Unicode TXT and upload it to Megaventory.
Why Are These Features Useful
The importing feature is especially useful in two cases. For one thing, when you’re just starting to insert your business in Megaventory, you can do a couple of test imports manually (i.e. individually) and once you get the hang of it import with the tool the bulk of your data – and save loads of clicking.
For another, when you have to import things regularly (e.g. new contacts or products) it can be a huge timesaver if you want to process data entry in batches. Just let some of the work gather, enter it all in the interim spreadsheet provided by Megaventory, and upload the lot in a few clicks.
Who Would Use Them
“The importing tool is extremely useful.”
laxtongroup.com
Who would use the import tool? Take for example laxtongroup.com, a company selling kiosk and touch screen-related products among others. With various types of products, components, and items to keep track of, inventory management software is a must.
Also, given that their products move relatively fast, the need to keep their catalogs up-to-date is no surprise and need to make heavy use of mass importing regularly. That’s why being able to use their ERP data migration modules is important.
Depending on the size of your company and the turnover times of your business such simple features can save considerable time and effort from trivial tasks (while also preventing silly errors), resources that can then be redirected to more important things.
Having More Questions?
If you have more questions about how to use Megaventory, you can use our in-app tutorials to help you or visit our Knowledge Base.
If you’ve not already acquired our software but you’re thinking about it, you can also try it out with a demo!
Conclusion
ERP data migration is very important when choosing your software. Luckily Megaventory has everything you need to manage your business. Whether you need to import information manually, or import data in bulk, we got you covered!
Dimitris Athanasiadis oversees Operations and Customer Relations in Megaventory.