diff --git a/docs/miscellaneous/clipboard-import.md b/docs/miscellaneous/clipboard-import.md index eb381b42..fdbce505 100644 --- a/docs/miscellaneous/clipboard-import.md +++ b/docs/miscellaneous/clipboard-import.md @@ -1,69 +1,59 @@ --- -title: Clipboard Import -description: A guide about clipboard import for SQL Account +title: Clipboard Excel Import +description: A guide about clipboard excel import for SQL Account slug: /miscellaneous/clipboard-import tags: ["SQL Account", 'Import'] form_name: TfmClipboardImport --- -Clipboard Import allows users to import master and transaction data by simply copy and paste from Excel. It supports both inserting new records and updating existing ones. - -## Prerequisite +import '@src/css/sidebar.css'; +import { YtLayout } from '@src/components/yt-layout'; -1. [Download Excel Template](#download-excel-template) -2. [Maintain Master Data](#maintain-master-data) +Clipboard Import allows users to import master and transaction data by simply copy and paste from Excel. It supports both inserting new records and updating existing ones. -### Download Excel Template +## Video Guide -Click this link: [Template](https://cdn.sql.com.my/wp-content/uploads/2025/08/SQLAcc-ImportClipboard.xlsx) + -### Maintain Master Data +## About Excel Template -Go to **Tools** and maintain all necessary tables required for a smooth import process. For example, when importing Sales Invoices with agent field, you must first set up these entries in **Maintain Agent**. Otherwise, the import will fail with errors. +The first row is field name and number inside the bracket is the field size. Field that starts with '_' (underscore) represents the detail table. ![1](../../static/img/miscellaneous/clipboard-import/1.png) -:::tip -Always import **Master Data** first, then import **Transactions**. +:::warning +Do not modify the field name. Modifying them may result in import errors. ::: -## About Excel Template +## Usage + +### Import Steps -1. In the Excel, there are *tabs* at the bottom. Each tab is named according to which table it should be imported into. +1. Go to **File** > **Import** > and select the table ![2](../../static/img/miscellaneous/clipboard-import/2.png) -2. The first row is field name and number inside the bracket is the field size. Field that starts with '_' (underscore) represents the detail table. +2. Click **Get Template** and starts preparing data ![3](../../static/img/miscellaneous/clipboard-import/3.png) - :::warning - Do not modify the field name. Modifying them may result in import errors. - ::: - -## Usage - -### Import Steps - -1. Select and **Copy (Ctrl + C)** the table in Excel, including with field name +3. 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** > **Clipboard Excel Import** and select the table - - ![5](../../static/img/miscellaneous/clipboard-import/5.png) - 3. Click **Paste from Clipboard** - ![6](../../static/img/miscellaneous/clipboard-import/6.png) + ![5](../../static/img/miscellaneous/clipboard-import/5.png) 4. **Validate** the imported data - ![7](../../static/img/miscellaneous/clipboard-import/7.png) + ![6](../../static/img/miscellaneous/clipboard-import/6.png) 5. The status will show **New**, **Update** or **Error** - ![8](../../static/img/miscellaneous/clipboard-import/8.png) + ![7](../../static/img/miscellaneous/clipboard-import/7.png) :::info **New**: Inserts master and detail records.
@@ -77,7 +67,7 @@ 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) + ![8](../../static/img/miscellaneous/clipboard-import/8.png) ### Quick Fix @@ -89,28 +79,30 @@ Quick Fix helps you automatically fix errors, such as missing values. It can cre Quick Fix only works for records with an Error status. ::: - ![10](../../static/img/miscellaneous/clipboard-import/10.png) + ![9](../../static/img/miscellaneous/clipboard-import/9.png) 2. Click **Quick Fix** - ![11](../../static/img/miscellaneous/clipboard-import/11.png) + ![10](../../static/img/miscellaneous/clipboard-import/10.png) 3. For empty value error, select a default value - ![12](../../static/img/miscellaneous/clipboard-import/12.png) + ![11](../../static/img/miscellaneous/clipboard-import/11.png) 4. Error is fixed - ![13](../../static/img/miscellaneous/clipboard-import/13.png) + ![12](../../static/img/miscellaneous/clipboard-import/12.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) +![13](../../static/img/miscellaneous/clipboard-import/13.png) ## Additional Information -1. Customer / Supplier branch's detail will be updated when *BranchName* already exist. +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. -2. First customer / supplier branch type is *Billing*. Ensure billing details always in the first record during import. \ No newline at end of file +3. Import GL Account requires fresh DB. \ No newline at end of file diff --git a/docs/quick-start/stock/stock-aging/create-stock-adjustment.md b/docs/quick-start/stock/stock-aging/print-stock-aging.md similarity index 100% rename from docs/quick-start/stock/stock-aging/create-stock-adjustment.md rename to docs/quick-start/stock/stock-aging/print-stock-aging.md diff --git a/docs/quick-start/stock/stock-card/_category_.json b/docs/quick-start/stock/stock-card/_category_.json new file mode 100644 index 00000000..26fc5c3b --- /dev/null +++ b/docs/quick-start/stock/stock-card/_category_.json @@ -0,0 +1,9 @@ +{ + "label": "Stock Card", + "position": 12, + "link": { + "type": "doc", + "id": "quick-start/stock/stock-card/intro" + }, + "collapsible": false +} \ No newline at end of file diff --git a/docs/quick-start/stock/stock-card/intro.md b/docs/quick-start/stock/stock-card/intro.md new file mode 100644 index 00000000..43674d78 --- /dev/null +++ b/docs/quick-start/stock/stock-card/intro.md @@ -0,0 +1,20 @@ +--- +sidebar_position: 3 +title: Table of contents +hide_title: true +hide_table_of_contents: true +slug: /quick-start/stock/stock-card +form_name: "{3F988E80-9759-4539-9DC2-09F274D325D9}" +--- + +import {TOC} from '@src/components/toc.js'; + + \ No newline at end of file diff --git a/docs/quick-start/stock/stock-card/print-stock-card.md b/docs/quick-start/stock/stock-card/print-stock-card.md new file mode 100644 index 00000000..3f247106 --- /dev/null +++ b/docs/quick-start/stock/stock-card/print-stock-card.md @@ -0,0 +1,17 @@ +--- +sidebar_position: 3 +title: Stock Card +description: How to print stock card in SQL Accounting +slug: /quick-start/stock/print-stock-card +tags: ["Stock"] +hide_title: true +hide_table_of_contents: true +sidebar_class_name: hidden-sidebar-items +--- + +import '@src/css/sidebar.css'; +import { YtLayout } from '@src/components/yt-layout'; + + \ No newline at end of file diff --git a/static/img/miscellaneous/clipboard-import/1.png b/static/img/miscellaneous/clipboard-import/1.png index 8176f448..ef42380e 100644 Binary files a/static/img/miscellaneous/clipboard-import/1.png and b/static/img/miscellaneous/clipboard-import/1.png differ diff --git a/static/img/miscellaneous/clipboard-import/10.png b/static/img/miscellaneous/clipboard-import/10.png index 65ca999d..de015021 100644 Binary files a/static/img/miscellaneous/clipboard-import/10.png 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 index de015021..4a424b23 100644 Binary files a/static/img/miscellaneous/clipboard-import/11.png 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 index 4a424b23..6cd31585 100644 Binary files a/static/img/miscellaneous/clipboard-import/12.png 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 index 6cd31585..85f408a9 100644 Binary files a/static/img/miscellaneous/clipboard-import/13.png 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 deleted file mode 100644 index 85f408a9..00000000 Binary files a/static/img/miscellaneous/clipboard-import/14.png and /dev/null differ diff --git a/static/img/miscellaneous/clipboard-import/2.png b/static/img/miscellaneous/clipboard-import/2.png index 3023f2b7..c8311f09 100644 Binary files a/static/img/miscellaneous/clipboard-import/2.png and b/static/img/miscellaneous/clipboard-import/2.png differ diff --git a/static/img/miscellaneous/clipboard-import/3.png b/static/img/miscellaneous/clipboard-import/3.png index 0c0c8328..3a0d4e74 100644 Binary files a/static/img/miscellaneous/clipboard-import/3.png and b/static/img/miscellaneous/clipboard-import/3.png differ diff --git a/static/img/miscellaneous/clipboard-import/4.png b/static/img/miscellaneous/clipboard-import/4.png index c6d6093c..e3efe6e6 100644 Binary files a/static/img/miscellaneous/clipboard-import/4.png and b/static/img/miscellaneous/clipboard-import/4.png differ diff --git a/static/img/miscellaneous/clipboard-import/5.png b/static/img/miscellaneous/clipboard-import/5.png index 68509efa..7f03cdcd 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 637477ca..2e115a33 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 5f1ca8a6..44bb7774 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 16e821da..b2a81dd4 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 323a05c7..65ca999d 100644 Binary files a/static/img/miscellaneous/clipboard-import/9.png and b/static/img/miscellaneous/clipboard-import/9.png differ