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Agent Settings
Import Excel
Map agent names to codes
Agent
Agent
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Agent Name
Agent Code
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#
↑ Agent Name
Agent Code
1
AINI CHONG
AINI
2
BEH BING QUAN (Penang Team B)
BEH
3
CHEE LUEN - GOH CHOON WEE
CL-CW
4
CLARENCE TAN
CT
5
CLARENCE TAN-OOI
CT-OOI
6
DEFAULT AGENT
----
7
Dylan
DY
8
GENICE LAU
GL
9
GOH CHOON WEE
CW
10
GOH SH
GOH
10
25
50
100
All
Customer Settings
Import Excel
Map customer names to codes
Customer
Customer
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Customer Name
Customer Code
Term
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#
↑ Customer Name
Customer Code
Term
1
ACTIVECARE PHARMACY SDN BHD
300-A0001
30 Days
2
AGAPE PHAMACY-BINTULU
300-A0010
30 Days
3
AGNES LEE (STAFF)
300-A0009
COD
4
AI CARE 360 PHARMACY SDN BHD
300-A0004
30 Days
5
AINI CHONG (STAFF)
300-A0012
COD
6
AL HIJRAH PHARMACY
300-A0017
30 Days
7
AL QANAAH PHARMACY SDN BHD
300-A0013
30 Days
8
ALCHEMIST PHARMACY SDN BHD
300-A0003
30 Days
9
ALDE ALL STAR SDN. BHD.
300-A0015
60 Days
10
ALFA PHARMACY
300-A0016
30 Days
10
25
50
100
All
Custom Column Settings
Set fixed values for specific columns
Custom
Custom
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DOCNO(20)
DOCNOEX
DOCDATE
CODE(10)
EIV_UTC
IRBM_UUID
IRBM_LONGID
IRBM_STATUS
COMPANYNAME(100)
ADDRESS1(60)
ADDRESS2(60)
ADDRESS3(60)
ADDRESS4(60)
POSTCODE(10)
CITY(50)
STATE(50)
COUNTRY(2)
PHONE1(200)
AGENT(10)
TERMS(10)
DESCRIPTION(200)
PROJECT(20)
CC(200)
DOCREF1
DOCREF2
DOCREF3
DOCREF4
SALESTAXNO(25)
SERVICETAXNO(25)
TIN(14)
IDTYPE
IDNO(20)
TOURISMNO(17)
INCOTERMS(3)
SUBMISSIONTYPE
_ACCOUNT(10)
_ITEMCODE(30)
_DESCRIPTION(200)
_QTY
_UOM(10)
_UNITPRICE
_DISC(20)
_TAX(10)
_TAXINCLUSIVE
_AMOUNT
_IRBM_CLASSIFICATION(3)
_TAXEXEMPTIONREASON(300)
_LOCATION(20)
_BATCH(30)
_PROJECT(20)
_REMARK1(200)
_REMARK2(200)
All fields
Column Name
Fixed Value
Go
#
↑ Column Name
Fixed Value
1
_PROJECT(20)
----
2
_UOM(10)
UNIT
3
PROJECT(20)
----
10
25
50
100
All
Import Agent from Excel
Select Excel File
Excel file must have two columns:
Agent Name
and
Agent Code
(max 10MB)
Excel Format Requirements
First row should contain column headers:
Agent Name
and
Agent Code
Import Customer from Excel
Select Excel File
Excel file must have
Customer Name
and
Customer Code
; optional
Term
(max 10MB)
Excel Format Requirements
First row:
Customer Name
,
Customer Code
(required);
Term
(optional)
×
×
×
×
×
×