Enter Customer / Supplier - Wise Other Details
YouTube: How to Enter Customer / Supplier - Wise Other Details Manually or Using Excel?
How to Enter Customer / Supplier - Wise Other Details Manually or Using Excel?
In this tutorial, we will guide you through the process of entering and managing customer- and supplier-wise other details in Logic ERP. Let’s get started.
Open the Module
Navigate to the Enter Customer/Supplier-Wise Other Details module.
Select the Accounts (Customers or Suppliers) for which you want to add or update other details.
Click on Refresh.
On this screen, you can add new details as well as edit existing information for multiple customers or suppliers at once.
Enter or Update Details in Bulk
Apply the Same Value to an Entire Column
Select the required column.
Press F2.
Enter the value you want to apply.
Click OK.
The entered value is automatically applied to all rows in the selected column.
Delete Data from an Entire Column
Select the required column.
Press F3.
Click Yes to confirm.
All data in the selected column is deleted in one action.
Save the Changes
After completing the required updates, click Save to store the changes.
This method allows you to quickly update other details for multiple customers or suppliers, saving time and reducing manual effort.
Import Customer/Supplier Details from Excel
You can also update other details by importing data from an Excel file.
First, review the selected accounts and observe the currently available details.
Click on Import from Excel.
Use the Help option to view the list of supported column names for Excel import.
Prepare your Excel sheet using these supported column headers.
Import the Excel File
Click Browse and select the prepared Excel file.
Click Refresh.
The data from the Excel file will be displayed on the screen.
Click Save to complete the import.
Verify the Imported Details
Open the Setup New Account window.
Check the customer or supplier records.
As shown, the imported details are correctly reflected in the account master.
Summary
Update customer/supplier other details in bulk
Apply or delete column values using shortcut keys (F2 & F3)
Import details directly from Excel
Ensure accuracy, consistency, and faster data maintenance
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