To migrate from the ExpreSoft POS system to ERP Core, follow this procedure:
Stock balance
Generate a balance for each warehouse in MASTER and export the balances as XLS. You can also export closing stock, as the relevant values are the same.
Steps to follow
- Select the date or interval in the bottom-right corner;
- Select Stocuri -> Balanța from the menu;
- Select each warehouse individually and press Generează.
- After generation, use Rapoarte -> Balanța or Rapoarte -> Stoc Final.
- Press Export raport and choose XLS.
- Remove headers, footers, empty rows and columns, and unnecessary columns.
- Remove the columns after UOM and before the stock column.
- Export as CSV.
The required import columns are: Index, Code, Name, UOM, Quantity (closing stock), Value (closing stock).
In the CSV, column indexes start at 0 (column A). Row indexes also start at 0, but the first row must be empty or contain column names.
During product matching, if the imported product and the matched product use different units of measure, perform the conversions and correct the quantities manually.
The value remains the same; the system calculates the unit price automatically.
Check the calculated unit price, as it may be inaccurate when values or quantities are close to zero.
Adjust the value until the unit price is close to the actual value. Do not change the quantity unless you have converted its unit of measure.
Manually group or split products where necessary, distributing the value and quantity proportionally.
By default, products with zero or negative stock or value are ignored and the system generates a warning. Process these products manually.
Each product match adds a new record.
For example, if three types of beer are imported into one generic product, three initial-stock entries will be added for the same product.
After import, the total stock value must equal the balance value.
Imported quantities must match the source quantities ONLY when no unit-of-measure conversion is performed.
The system supports partial file imports. Partial imports are added to the existing import for the selected warehouse. After each partial addition, the entire document is recalculated and renumbered, with products sorted alphabetically.