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72 changes: 32 additions & 40 deletions docs/miscellaneous/clipboard-import.md
Original file line number Diff line number Diff line change
@@ -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)
<YtLayout
videoId="LBAQw9rl5TM"
/>

### 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. <br/>
Expand All @@ -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

Expand All @@ -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 **`<<New>>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.
3. Import GL Account requires fresh DB.
9 changes: 9 additions & 0 deletions docs/quick-start/stock/stock-card/_category_.json
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@@ -0,0 +1,9 @@
{
"label": "Stock Card",
"position": 12,
"link": {
"type": "doc",
"id": "quick-start/stock/stock-card/intro"
},
"collapsible": false
}
20 changes: 20 additions & 0 deletions docs/quick-start/stock/stock-card/intro.md
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---
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';

<TOC
dataEntryList = {[
{
"text": "Print Stock Card Report",
"link": "./print-stock-card",
"videoId": "JrFOWmoXKJM"
}
]}
/>
17 changes: 17 additions & 0 deletions docs/quick-start/stock/stock-card/print-stock-card.md
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@@ -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';

<YtLayout
videoId="JrFOWmoXKJM"
/>
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