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Getting Ready : Big Data !!

Save time with this shortcut to update GST numbers in all customer vendors, raw material, service providers, professionals, depots/distributors. Easily update GST and HS codes for item master. Export data from Finsys to Excel, fill in HS codes, and upload back into Finsys. Bulk update item master for GST in just a few steps!

irenechapman
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Getting Ready : Big Data !!

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  1. Getting Ready : Big Data !!

  2. Short-cut to update the GST number in each Customer Vendors of Raw Material All Service Provider All Professionals All Depots/Distributor PPT

  3. A Dashboard

  4. Drill Down : GST missing A/c ?

  5. Drill Down : GSTN done

  6. Item codes… HS Code not done !!

  7. Item Codes, HS Code done, checked ?

  8. States Master : Govt Approved List

  9. Internal Link to Webtel

  10. Standard PO Terms

  11. Invoice Terms & Conditions

  12. User Definable “Terms” For Purchase Order

  13. Other 4 Buttons

  14. Linking of FG Items / Purchase Items in Item Master Next Step

  15. That GST/HS codes You Opened , Those Will Be Show Here

  16. Now GST/HS Code is linked , Save The Item Master

  17. If you have 5000 FG And you have 20000 SF and RM / misc items Do you want to short cut to upload the HS codes ? Yes ? Front end tool created in Finsys.. Challenge

  18. This Front end tool created in Finsys.. Step 1 : Export data from Finsys to Excel Only Icode, Cpartno, Iname, UOM, Exch tariff no, HS code Step 2 : Fill up the HS colm in excel Step 3 : Upload back the file into Finsys Step 4 : Relax Short Cut ?

  19. Screenshot of front end tool

  20. How to Bulk Update Item Master for GST

  21. Click on Export Items

  22. Choose Item Group to Update

  23. List Opens for Export

  24. Export List to Excel to Update itin one go.

  25. Update the list in Excel / any Spreadsheet

  26. Load it Into Finsys ERPusing Import Item Button

  27. Msg Comes to Update ERP Data

  28. Success !! 2131 Masters uploaded

  29. Save and Close the Form Your Task is Done ! Mission Successful

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