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Docs ยป masterdata:customermasterupload

Customer Master Upload

When a new customer is created, or if a current customer's details get updated in Pastel, you need to export the data to the eApp.

Step 1:

Go to the reporting system in Pastel. Select the folder 99 eApp. Inside that folder there are two exports: Contacts and Customer Export.

Step2:

Click the applicable box next to either Contacts or Customer Export and click the Button named Run.

Excel will open

Step 3:

Save the Excel spreadsheet to your Desktop and name it either Customer_export.xls or Contacts.xls, whichever is applicable.

Step 4:

Go to the eApp and select Master Data. Then select Customer Master Upload.

Step 5:

* Either drag and drop the applicable file from your Desktop to the eApp

OR

* click on the drop area, which will open the file browser.

The file will upload and will update the customer's data.

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Table of Contents

Orders

  • How to Order
  • List My Active Orders
  • Offline Orders
  • Review New Orders
  • Planned Orders
  • Order Reports

Products

  • Products Management
  • Products Categories
  • Buy Products
  • Products Weekly Upload
  • Products Image Check

Master Data

  • Customer Master Upload

Update

  • Update eApp on phone
  • Update eApp on Desktop PC