diff --git a/docs/miscellaneous/clipboard-import.md b/docs/miscellaneous/clipboard-import.md index cf8b0f30..4fd819a6 100644 --- a/docs/miscellaneous/clipboard-import.md +++ b/docs/miscellaneous/clipboard-import.md @@ -15,7 +15,7 @@ Clipboard Import allows users to import master and transaction data by simply co ### Download Excel Template -Click this link: [Template](https://cdn.sql.com.my/wp-content/uploads/2025/06/SQLAcc-ImportClipboard.xlsx) +Click this link: [Template](https://cdn.sql.com.my/wp-content/uploads/2025/07/SQLAcc-ImportClipboard.xlsx) ### Maintain Master Data @@ -41,13 +41,15 @@ Always import **Master Data** first, then import **Transactions**. Do not modify the field name. Modifying them may result in import errors. ::: -## Import Steps +## Usage + +### Import Steps 1. Select and **Copy (Ctrl + C)** the table in Excel, including with field name ![4](../../static/img/miscellaneous/clipboard-import/4.png) -2. Go to **File** > **Import** > **More Import** and select the table +2. Go to **File** > **Import** > **Clipboard Excel Import** and select the table ![5](../../static/img/miscellaneous/clipboard-import/5.png) @@ -66,7 +68,7 @@ Always import **Master Data** first, then import **Transactions**. :::info **New**: Inserts master and detail records.
**Update**: Udpates the master table and appends the detail records.
- **Error**: You can directly **edit** the grid then **Select All** and click **Validate** again. + **Error**: You can **edit** the grid then **Select All** and click **Validate** again or use **[Quick Fix](#quick-fix)**. ::: 6. Click **Import** @@ -75,4 +77,40 @@ Always import **Master Data** first, then import **Transactions**. During the import process, it is advisable to wait patiently until the import is complete. Performing other actions may cause the application to become unresponsive ::: - ![9](../../static/img/miscellaneous/clipboard-import/9.png) \ No newline at end of file + ![9](../../static/img/miscellaneous/clipboard-import/9.png) + +### Quick Fix + +Quick Fix helps you automatically fix errors, such as missing values. It can create missing items (like Agent or Area) or let you select a default value for empty field. + +1. After **Validate**, record with *Error* status will be unticked. Click **Select All** or tick records that need to be fixed + + :::tip + Quick Fix only works for records with an Error status. + ::: + + ![10](../../static/img/miscellaneous/clipboard-import/10.png) + +2. Click **Quick Fix** + + ![11](../../static/img/miscellaneous/clipboard-import/11.png) + +3. For empty value error, select a default value + + ![12](../../static/img/miscellaneous/clipboard-import/12.png) + +4. Error is fixed + + ![13](../../static/img/miscellaneous/clipboard-import/13.png) + +### Auto Generate DocNo + +Use **`<>n`** in the DocNo field for each set where *n* is a number + +![14](../../static/img/miscellaneous/clipboard-import/14.png) + +## Additional Information + +1. Customer / Supplier branch's detail will be updated when *BranchName* already exist. + +2. First customer / supplier branch type is *Billing*. Ensure billing details always in the first record during import. \ No newline at end of file diff --git a/static/img/miscellaneous/clipboard-import/10.png b/static/img/miscellaneous/clipboard-import/10.png new file mode 100644 index 00000000..65ca999d Binary files /dev/null and b/static/img/miscellaneous/clipboard-import/10.png differ diff --git a/static/img/miscellaneous/clipboard-import/11.png b/static/img/miscellaneous/clipboard-import/11.png new file mode 100644 index 00000000..de015021 Binary files /dev/null and b/static/img/miscellaneous/clipboard-import/11.png differ diff --git a/static/img/miscellaneous/clipboard-import/12.png b/static/img/miscellaneous/clipboard-import/12.png new file mode 100644 index 00000000..4a424b23 Binary files /dev/null and b/static/img/miscellaneous/clipboard-import/12.png differ diff --git a/static/img/miscellaneous/clipboard-import/13.png b/static/img/miscellaneous/clipboard-import/13.png new file mode 100644 index 00000000..6cd31585 Binary files /dev/null and b/static/img/miscellaneous/clipboard-import/13.png differ diff --git a/static/img/miscellaneous/clipboard-import/14.png b/static/img/miscellaneous/clipboard-import/14.png new file mode 100644 index 00000000..85f408a9 Binary files /dev/null and b/static/img/miscellaneous/clipboard-import/14.png differ diff --git a/static/img/miscellaneous/clipboard-import/5.png b/static/img/miscellaneous/clipboard-import/5.png index a0eafc2f..68509efa 100644 Binary files a/static/img/miscellaneous/clipboard-import/5.png and b/static/img/miscellaneous/clipboard-import/5.png differ diff --git a/static/img/miscellaneous/clipboard-import/6.png b/static/img/miscellaneous/clipboard-import/6.png index 77b262f6..637477ca 100644 Binary files a/static/img/miscellaneous/clipboard-import/6.png and b/static/img/miscellaneous/clipboard-import/6.png differ diff --git a/static/img/miscellaneous/clipboard-import/7.png b/static/img/miscellaneous/clipboard-import/7.png index 9be67f5f..5f1ca8a6 100644 Binary files a/static/img/miscellaneous/clipboard-import/7.png and b/static/img/miscellaneous/clipboard-import/7.png differ diff --git a/static/img/miscellaneous/clipboard-import/8.png b/static/img/miscellaneous/clipboard-import/8.png index 3d555dbe..16e821da 100644 Binary files a/static/img/miscellaneous/clipboard-import/8.png and b/static/img/miscellaneous/clipboard-import/8.png differ diff --git a/static/img/miscellaneous/clipboard-import/9.png b/static/img/miscellaneous/clipboard-import/9.png index d90544cb..323a05c7 100644 Binary files a/static/img/miscellaneous/clipboard-import/9.png and b/static/img/miscellaneous/clipboard-import/9.png differ