Phase 1: Downloading the Template
- Navigate to Accounting > Bulk Update > Update Customers.
- Open the Columns Update dropdown and check the boxes for the specific fields you want to update.
- Click the link to download the working Excel template.
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Phase 2: Filling out the Excel File
Fill in your updated data using the following field guidelines (ensure you save the file when done):
- CUSTOMER (Mandatory): The unique identifier or primary name the system uses to find and update the correct record.
- Basic Details & Profiles: CUSTOMER_NAME, CUSTOMER_CODE, LOCAL_CUSTOMER_NAME (Khmer), CUSTOMER_TYPE (e.g., Retail, Wholesale, VIP), and assigned SALE_PERSON or REGION.
- Financial & Sales Settings:CURRENCY (e.g., Dollar, Riel), PRICE_LEVEL (Retail vs. Wholesale price tier), and INVOICE_TYPE (Tax vs. Commercial invoice).CREDIT_LIMIT and CREDIT_TERM (payment days allowed).IS_ALLOW_OVER_CREDIT: Set to TRUE to allow sales beyond the credit limit; FALSE to block them.VATTIN (Customer's VAT ID).
- CURRENCY (e.g., Dollar, Riel), PRICE_LEVEL (Retail vs. Wholesale price tier), and INVOICE_TYPE (Tax vs. Commercial invoice).
- CREDIT_LIMIT and CREDIT_TERM (payment days allowed).
- IS_ALLOW_OVER_CREDIT: Set to TRUE to allow sales beyond the credit limit; FALSE to block them.
- VATTIN (Customer's VAT ID).
- Address (English): HOUSE_NO, STREET, COMMUNE, DISTRICT, CITY, and ADDRESS (full single-line address).
- Address (Local Script): LOCAL_HOUSE_NO, LOCAL_STREET, LOCAL_COMMUNE, LOCAL_DISTRICT, and LOCAL_CITY.
- Contact Info: Main EMAIL and PHONE, plus specific contact person details (CONTACT_NAME, CONTACT_PHONE, CONTACT_EMAIL).
- Status & Notes: ACTIVE (TRUE or FALSE), internal MEMO notes, and predefined BRANCHES codes (e.g., PP, KD).
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Phase 3: Importing the Data
- Return to the system and click Browse File to upload your completed Excel sheet.
- Preview the details to verify everything looks correct and check for any error messages.
- Click Import to apply the customer updates to the system.
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