Import Balances

The Import Balances is an important function that allows the credit control team / admin team update the customer balances according to the statutory time provided as per busienss schedule.

This will be important to manage as accurate / timely as possible. Any customer who exceeds their limit will require the credit control to approve their order and hence appear on the approved order list (to be seen in the order module).

The approved order list are the orders that have been validated.

Steps:

1. Click the Import Balances button.   Step 1
2. The interface for importing balances requires the user to upload a csv file that has the data in the following structured columns:
   
   Client Number, Credit Balance Credit Limit
   
   Please note that each upload is effected once the sales representative log's into the application afresh.   Step 2
3. Click the Choose File button.   Step 3
4. Click a file in the in the list that you wish to upload   Step 4
5. Click the Open button.   Step 5
6. Click the Upload button.   Step 6
7. A successful upload of the data will confirm the number of records on the file and an indication if the pload was successful or a failure.
   
   Ensure for future files with customer balances use a unique file name as specified. The system does not allow duplicate files to be uploaded.   Step 7

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