AutoCount Plugin: DMS Import Plugin
Why Use the AutoCount DMS Import Plugin?
The AutoCount DMS Import Plugin is a specialized tool designed to integrate data from Distribution Management Systems (DMS) into AutoCount's accounting software. It facilitates the seamless transfer of sales orders, customer information, and inventory details, reducing manual data entry and enhancing operational efficiency.
(CN) AutoCount DMS Import Plugin Video Guide
This video provides a comprehensive overview of the AutoCount DMS Import Plugin, explaining its features and showing how to seamlessly integrate data from your Distribution Management System, including handling sales orders, customer details,
Key Features of the AutoCount DMS Import Plugin
Flexible Data Mapping
Middleware Functionality
Step-by-Step Guide in Configuring Import Plugin
- Go to AC Import Plugins > Import.
- Go To Setting Page, Put in Password: 1300800828 and Click Login
- Password: 1300800828
- Login Button
- Make sure the “Backup Path” is valid folder directory
- CSV Delimiter
- Auto Convert CSV Setting
- Please remember Click “Save Configure” button once you have finalized your setting
You can ignore this setting if your option 5 is not tick, this is for auto convert your excel to CSV
format.
Advise to use “|” as delimiter if your excel consist of comma in address. If u want to use “|” as delimiter, make sure your computer setting is also the same. In addition, you also need to check your control panel, locate the date time setting, and follow the steps below.
Configuring Module Mapping
CS: Cash Sales
IV: Invoice
SO: Sales Order
CN: Credit Note
DN: Debit Note
PO: Purchase Order
PI: Purchase Invoice
PR: Purchase Return
SA: Stock Adjustment
GR: Goods Received
AR: Payment Refund
You can add additional mapping based on your excel info.
- First, import your Excel file.
Conclusion
The AutoCount DMS Import Plugin is more than just a tool—it’s a transformative solution for your business. By integrating your DMS with AutoCount’s robust accounting platform, you enable higher efficiency, accuracy, and productivity. Embrace the future of accounting with AutoCount and turn your data management into a strategic asset for growth.
Frequently Asked Questions
Which formats are supported by the DMS Import Plugin?
The plugin supports CSV and Excel file formats, making it compatible with most Distribution Management Systems that export data in these formats.
How does the mapping process work in the DMS Import Plugin?
The plugin allows users to customize mappings between DMS data fields and AutoCount fields. You can set up mappings using User Defined Fields (UDF) to link debtor codes, item codes, and other relevant data to ensure a smooth import process.
What happens if data discrepancies are found during the import?
If any discrepancies are found during the import process, the plugin checks for errors and generates a detailed error report. This allows users to fix any issues before completing the import, ensuring data accuracy.
Can the DMS Import Plugin create new debtor or item codes automatically?
Yes, if a debtor or item code does not exist in AutoCount, the plugin can automatically generate new codes during the import process, ensuring that all imported data is accurately recorded.
Is the AutoCount DMS Import Plugin suitable for large businesses?
Yes, the plugin is ideal for businesses with large transaction volumes, especially distributors and wholesalers, as it ensures efficient data integration, accuracy, and timely financial reporting.
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