1.6.1. How to import data on KIU BMP

How to start

You can import data on any KIU BMP’s business object using either Excel (.xlsx) or CSV (.csv) formats: contacts, products, bank statements, journal entries and even orders!

Open the view of the object you want to populate and click Import.

There you are provided with templates you can easily populate with your own data. Such templates can be imported in one click; The data mapping is already done.

How to adapt the template

  • Add, remove and sort columns to fit at best your data structure.
  • We advise to not remove the ID one (see why in the next section).
  • Set a unique ID to every single record by dragging down the ID sequencing.

  • When you add a new column, KIU BMPmight not be able to map it automatically if its label doesn’t fit any field in KIU BMP. Don’t worry! You can map new columns manually when you test the import. Search the list for the corresponding field.

Then, use this field’s label in your file in order to make it work straight on the very next time.

Why an “ID” column

The ID (External ID) is an unique identifier for the line item. Feel free to use the one of your previous software to ease the transition to KIU BMP.

Setting an ID is not mandatory when importing but it helps in many cases:

  • Update imports: you can import the same file several times without creating duplicates;
  • Import relation fields (see here below).

 

How to import from another application

In order to re-create relationships between different records, you should use the unique identifier from the original application and map it to the ID (External ID) column in KIU BMP. When you import another record that links to the first one, use XXX/ID (XXX/External ID) to the original unique identifier. You can also find this record using its name but you will be stuck if at least 2 records have the same name.

The ID will also be used to update the original import if you need to re-import modified data later, it’s thus good practice to specify it whenever possible.

 

How to import relation fields

An KIU BMP object is always related to many other objects (e.g. a product is linked to product categories, attributes, vendors, etc.). To import those relations you need to import the records of the related object first from their own list menu.

You can do it using either the name of the related record or its ID. The ID is expected when two records have the same name. In such a case add ” / ID” at the end of the column title (e.g. for product attributes: Product Attributes / Attribute / ID).

 

I cannot find the field I want to map my column to

KIU BMP tries to find with some heuristic, based on the first ten lines of the files, the type of field for each column inside your file. For example if you have a column only containing numbers, only the fields that are of type Integer will be displayed for you to choose from. While this behavior might be good and easy for most cases, it is also possible that it goes wrong or that you want to map your column to a field that is not proposed by default.

If that happens, you just have to check the ** Show fields of relation fields (advanced)** option, you will then be able to choose from the complete list of fields for each column.

Where can I change the date import format?

KIU BMPcan automatically detect if a column is a date, and it will try to guess the date format from a set of most commonly used date formats. While this process can work for many date formats, some date formats will not be recognized. This can cause confusion due to day-month inversions; it is difficult to guess which part of a date format is the day and which part is the month in a date such as ‘01-03-2016’.

To view which date format KIU BMP has found from your file you can check the Date Format that is shown when clicking on Options under the file selector. If this format is incorrect you can change it to your liking using the ISO 8601 to define the format.

Note

If you are importing an excel (.xls, .xlsx) file, you can use date cells to store dates as the display of dates in excel is different from the way it is stored. That way you will be sure that the date format is correct in KIU BMP whatever your locale date format is.

Can I import numbers with currency sign (e.g.: $32.00)?

Yes, we fully support numbers with parenthesis to represent negative sign as well as numbers with currency sign attached to them. KIU BMP also automatically detect which thousand/decimal separator you use (you can change those under options). If you use a currency symbol that is not known to KIU BMP, it might not be recognized as a number though and it will crash.

Examples of supported numbers (using thirty-two thousands as an example):

  • 32.000,00
  • 32000,00
  • 32,000.00
  • -32000.00
  • (32000.00)
  • $ 32.000,00
  • (32000.00 €)

Example that will not work:

  • ABC 32.000,00
  • $ (32.000,00)

What can I do when the Import preview table isn’t displayed correctly?

By default the Import preview is set on commas as field separators and quotation marks as text delimiters. If your csv file does not have these settings, you can modify the File Format Options (displayed under the Browse CSV file bar after you select your file).

Note that if your CSV file has a tabulation as separator, KIU BMP will not detect the separations. You will need to change the file format options in your spreadsheet application. See the following question.

How can I change the CSV file format options when saving in my spreadsheet application?

If you edit and save CSV files in speadsheet applications, your computer’s regional settings will be applied for the separator and delimiter. We suggest you use OpenOffice or LibreOffice Calc as they will allow you to modify all three options (in ‘Save As’ dialog box > Check the box ‘Edit filter settings’ > Save).

Microsoft Excel will allow you to modify only the encoding when saving (in ‘Save As’ dialog box > click ‘Tools’ dropdown list > Encoding tab).

What’s the difference between Database ID and External ID?

Some fields define a relationship with another object. For example, the country of a contact is a link to a record of the ‘Country’ object. When you want to import such fields, KIU BMP will have to recreate links between the different records. To help you import such fields, KIU BMP provides 3 mechanisms. You must use one and only one mechanism per field you want to import.

For example, to reference the country of a contact, KIU BMP proposes you 3 different fields to import:

  • Country: the name or code of the country
  • Country/Database ID: the unique KIU BMP ID for a record, defined by the ID postgresql column
  • Country/External ID: the ID of this record referenced in another application (or the .XML file that imported it)

For the country Belgium, you can use one of these 3 ways to import:

  • Country: Belgium
  • Country/Database ID: 21
  • Country/External ID: base.be

According to your need, you should use one of these 3 ways to reference records in relations. Here is when you should use one or the other, according to your need:

  • Use Country: This is the easiest way when your data come from CSV files that have been created manually.
  • Use Country/Database ID: You should rarely use this notation. It’s mostly used by developers as it’s main advantage is to never have conflicts (you may have several records with the same name, but they always have a unique Database ID)
  • Use Country/External ID: Use External ID when you import data from a third party application.

When you use External IDs, you can import CSV files with the “External ID” column to define the External ID of each record you import. Then, you will be able to make a reference to that record with columns like “Field/External ID”. The following two CSV files give you an example for Products and their Categories.

CSV file for categories.

CSV file for Products.

 

 

What can I do if I have multiple matches for a field?

If for example you have two product categories with the child name “Sellable” (ie. “Misc. Products/Sellable” & “Other Products/Sellable”), your validation is halted but you may still import your data. However, we recommend you do not import the data because they will all be linked to the first ‘Sellable’ category found in the Product Category list (“Misc. Products/Sellable”). We recommend you modify one of the duplicates’ values or your product category hierarchy.

However if you do not wish to change your configuration of product categories, we recommend you use make use of the external ID for this field ‘Category’.

How can I import a many2many relationship field (e.g. a customer that has multiple tags)?

The tags should be separated by a comma without any spacing. For example, if you want your customer to be linked to both tags ‘Manufacturer’ and ‘Retailer’ then you will encode “Manufacturer,Retailer” in the same column of your CSV file.

CSV file for Manufacturer, Retailer.

How can I import a one2many relationship (e.g. several Order Lines of a Sales Order)?

If you want to import sales order having several order lines; for each order line, you need to reserve a specific row in the CSV file. The first order line will be imported on the same row as the information relative to order. Any additional lines will need an addtional row that does not have any information in the fields relative to the order. As an example, here is purchase.order_functional_error_line_cant_adpat.CSV file of some quotations you can import, based on demo data.

File for some Quotations.

The following CSV file shows how to import purchase orders with their respective purchase order lines:

Purchase orders with their respective purchase order lines.

The following CSV file shows how to import customers and their respective contacts:

Customers and their respective contacts.

Can I import several times the same record?

If you import a file that contains one of the column “External ID” or “Database ID”, records that have already been imported will be modified instead of being created. This is very usefull as it allows you to import several times the same CSV file while having made some changes in between two imports. KIU BMP will take care of creating or modifying each record depending if it’s new or not.

This feature allows you to use the Import/Export tool of KIU BMP to modify a batch of records in your favorite spreadsheet application.

What happens if I do not provide a value for a specific field?

If you do not set all fields in your CSV file, KIU BMP will assign the default value for every non defined fields. But if you set fields with empty values in your CSV file, KIU BMP will set the EMPTY value in the field, instead of assigning the default value.

 

1. GENERAL SETTINGS

1.1. Get started with KIU BMP
1.1.1. How to update company info
1.1.2. How to create a user account & grant access right.
1.1.3. Change the password

1.2. How to create a new contact in KIU BMP
1.2.1. Definitions
1.2.2. How to access Contacts list
1.2.3. How to create new contact

1.3. Products in KIU BMP
1.3.1. Definitions
1.3.2. How to access the Product list
1.3.3. How to create a product

1.4. Filter and group information in BMP

1.5. Report in KIU BMP

1.6. Import data in KIU BMP

1.6.1. How to import data on KIU BMP

4.1. CRM OVERVIEW

CRM (Client Relationship Management) is the most significant piece of a business. It helps the business to become a customer-centric organization by providing all the proper support to customers. 

Some of the useful features of Kiu CRM includes:
    • Priorities activities: Priorities the subsequent activities in the pipeline and meet your objectives proficiently.
    • Track your sales activities: Track the business organization all the more effectively through deals pipeline Kanban sees.
    • Schedule Meetings: Schedule meetings straightforwardly from the customer opportunity.
    • Dashboards: Collect all pivotal details with regard to ongoing and done business activities from Dashboard.
    • Get in touch with customers: Keep up Communication with clients by means of email, telephone, visit, and internet based life from inside your Kiu CRM.
    • Leads Promotion: Begin campaign by sending auto produced emails to customers in Leads. Appoint a sales rep to pursue the lead and promote it.
    • Opportunities Analysis: Dissect your chances pipeline with cutting edge channels, gathering, drill down, and so forth.
    • Lead Scoring: Score your leads dependent on unequivocal and verifiable criteria and choose which lead fulfills the benchmark to progress toward becoming chance.
    • Customized Alerts: Set custom alarms for circumstances dependent on certain exercises
    • Analyze Opportunity lost: Analyze the reasons behind the loss of opportunities and improve your sales efficiency.
Kiu CRM general workflow

CRM in Kiu can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order and genuine deal (receipt age and installment). Kiu coordinates the Customer Management module alongside these procedures to achieve compelling Customer Relationship Management. The fundamental advances engaged with following a deal can be recorded as beneath.

Lead: – A conceivable future deal, it might be made in light of the fact that a client enquired an item

Opportunity: – More plausibility of offer. Here onwards the association may name an individual to catch up the client.

Pipeline: – it is an advantageous instrument given by Kiu to follow Opportunity. You can make numerous stages dependent on the likelihood of the Sale and track all the more adequately.

Quotation: – When opportunity wons, then the next action triggered is sending a quotation to the customer.

Followed the Quotation changes to Sale Order, later to Invoice Generation and Payment.

3.2. Sales Reports

To check the Sale report, users go to Sale >> Reporting >> Sale. Users can view report with multiple variants by selecting the variants in the measures and using filter or group by

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3.1.4. Create an invoice and register payment

Let’s go back to the Sales Order and Create invoice. When you create an invoice, in the product form you can select one of two options for invoicing policies, either on ordered quantity or on delivered quantity.

If you choose invoicing on an ordered quantity, you can create an invoice before the delivery step and the pre-filled quantity will be the entire shipment that the customer ordered. Otherwise, if you choose invoicing on delivered quantity, you can only create draft invoices, to be validated by your accountant after completing delivery. You can create invoices for partial deliveries.

Now click on the Create invoice button, which should be visible in the top left corner. A new dialogue will open, allowing you to select one of four options.

First, you can create a full invoice for everything in the order.

Second, you can create a full invoice for everything in the order, minus any down payment which has already been paid.

Third, you can create an invoice for a down payment, as a fixed percentage of the invoice value.

And fourth, you can create a down payment with a fixed value.

Let’s select the first option, to create a full invoice for everything in our order, and then click Create and View Invoices. You’re able to view the invoice now, however the functions after this will be completed by your accounting department.

The accounting department will be able to complete the invoice, and register the payment

Check the payment amount, select appropriate journal to record the payment (bank or cash) then click Validate

Then status of the invoice will change to Paid in the top right

This is the last step of the regular sales process.

3.1.3. Confirm delivery order

Let’s click the Delivery icon. We will confirm that the shipment was delivered. While this step would normally be done by inventory staff, however in several cases the sales members can also deliver goods, so we can perform it using one account.

Using the Edit button at the top, update the Done line with the number of items that were delivered.

Input the actual goods receive in the deliver

When the number of items in the Done column matches the number of items in the To Do column, you can click Validate in the top left to confirm that your shipment arrived

The status of the order will change to Done in the top right

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3.1.2. Create a sale order

To create a new Sales Order, click the Sales dropdown menu at the top, then select Sales Order.

Click on the Create button at the top of the screen to create a new Sales Order.

The Sales Order is essentially the same as the Quotation that we just finished working with. You can add Customer information at the top, and Product information in the tabs at the bottom.

When you have filled in all of the fields, you can click “Confirm” at the top of the screen. 

The status in the top right of the screen will change to Sales Order and now products will be sent out from your warehouse.

You will also see the Delivery box appearing in the top right of the screen now, and the Create Invoice button will appear in the top left corner.

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3.1.1. CREATE A QUOTATION

To create a new quotation, you can select the Orders drop down menu at the top, then click on

Click on Create on the top left corner to create a new quotation

The basic elements to add to any quotation are the Customer and the Products you want to sell. Select a Customer from the first drop down menu. Their “Invoice Address” and Delivery Address will automatically populate, if those were included when the Contact was created.

On the Order Lines tab, you can include the products or services you will sell by clicking Add a product.

This will bring up the Create Order Lines window. Select the product you plan to quote from the Products drop down menu or type a few letters to see suggestions appear.

When you’ve finished entering all of the information for this product, you may click Save and Close or if you want to add another product to the quotation you can click “Save and New”.

Once you’ve completed the Quotation, click Save at the top. You may also click Send by Email to send the quote to your customer, Print if you will deliver a paper copy, or Preview if you want to see how the quote will appear to your customer.

The status of the quotation will change to Quotation Sent in the top right of the screen.

If the customer accept the conditions in the quotations, you can select Confirm Sale

And this quotation will be transferred to Sales Order

You don’t have to start every order with a formal quotation. If you have an existing customer who is aware of your pricing, or who contacts you directly to sell them one of your products, you can create a Sales Order to start a new sales process.

2.2. Purchase Reports

To check the Purchase report, users go to Purchase >> Reporting >> Purchase Analysis. Users can view report with multiple variants by selecting the variants in the measures and using filter.

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2.1.4. Create a vendor bill

After receiving the product in our warehouse, we’ll have to pay for them. In the Kiu BMP system, we can create a Vendor Bill, which will be the last step in our purchasing process. Coming back to Purchase order, select “Vendor Bills” icons in the top right of the screen.

Click on the “Vendor Bills” icon, and when the screen refreshes click the “Create” button.

The Vendor Bill will be prepopulated with all of the information from your purchase already. If you have received all of the products in your Purchase Order, it will reflect that. If you have only received a partial shipment, the Vendor Bill will automatically update for the quantity received. When you are satisfied that the information matches what you have received, click “Validate”. At this point, the Vendor Bill is only a “Draft Vendor Bill”.

To create a final Vendor Bill, click on “Validate” to confirm all the information such as the number of products, price, bill date, due date, etc. Then the accountant or manager will work in the “Accounting” module to register the payment and finalize the purchase order.

This is the last step of the regular purchase process.