Hi
I wanted to import through Batch Create, sales invoices rather than enter them in one by one. I accidentally managed to copy to clip board old invoices already entered which had Dates, Inv Numbers, Customer Number (like this 1c348531-c27a-4e00-bee2-0e022bc1e6af), Tax Code (8cf9d117-3142-4d9c-82ee-b57a0e22c809) etc but I can’t re-create what I did. The link to the Use Batch Updates says File Not Found as well. Would somebody please tell me, if I’m looking at the Sales Invoices Screen, how I can extract this and copy it into Excel with the hexadecimal codes, so I can use for future imports in Batch Create. The one I copied was also an old version of Manager and theres new fields I see.
Thanks
Graeme
You should use the older guides at https://www2.manager.io/guides/9572
There is a link to these at the under development guides at https://www.manager.io/guides See the notice that says:
You can search this forum as there are extensive explanations. In a nutshell they all center on first creating a Batch Update (copy to clipboard and paste into Excel) so you get the codes you need. Then you do not continue that process but start a batch Create and copy all necessary codes for each entry from the batch update spreadsheet into the batch create spreadsheet.
To find UUID codes for Customers, Suppliers, Inventory items, etc. you need to go to their tabs and do a Batch Update to copy and paste into a spreadsheet. If you know how to use spreadsheets well, you can use features such a Vlookup (see https://support.microsoft.com/en-us/office/vlookup-function-0bbc8083-26fe-4963-8ab8-93a18ad188a1) to build batch create tables that you can copy and paste into the Batch create process.
Thank you
I have searched for an explanation but this wasn’t clear.
Now I understand
Click on Batch Operations
Select Rows
Click on Batch Update
Get taken to next screen
Click on Copy to Clipboard
Paste into an empty Excel worksheet…
