|
|
|
|
|
|
|
Converting MicroBiz database information to the Keystroke POS system is a fairly simple process. The following directions explain the process. Contact your local Authorized Keystroke Dealer for assistance using this tool.
Importing MicroBiz database information should be quick and easy. All that is needed is the Keystroke POS system, the Keystroke Importer Module, a database or spreadsheet program, and the MicroBiz data files.
MicroBiz data files are D-Base (or .DBF) files. To convert them into Keystroke, the first step is to get them into the ASCII comma-delimited format. The best way to do this is using a database or spreadsheet program (Excel, Lotus, Access, Paradox, etc). In most cases the appropriate .DBF file can simply be opened and just Saved As an ASCII comma-delimited (or comma separated value, .CSV) file.
Once the data is in the proper file format, it is ready to import into Keystroke. Use the Importer Module to bring in Inventory, Customer and Vendor information. Transactions cannot be imported (invoices, orders, quotes, layaways, etc.).
A typical procedure would be as follows:
1. Import the Vendors by going to the Importer Module selecting Setup-Vendor. Choose the setup file MBIZVND.KSI and enter the path and name of your source file. The field selections are set up according to the Vendor Fields listed below. The First Record is set to 2 so the header information in the source file is skipped. The Last Record is set to 0 to import all records from the specified First Record to the end of the file. Ignore the Merge by settings and save the setup. Import the vendors by selecting Import-Vendors.
2. To import the Vendor information on Inventory items, put the Keystroke Vendor Numbers in the inventory data source file. The best way to do this is first, run a Database-Vendor report from the Report Manager. Next, use the database or spreadsheet program to edit the inventory source data file. Replace the vendor names (Field 14) with the Keystroke vendor numbers and save the changes.
3. Now import the inventory by selecting Setup-Inventory in the Importer Module. Choose the Setup File MBIZINV.KSI and specify the path and name of your source file. The field selections are set up according to the Inventory Fields listed below. Import the inventory by selecting Import-Inventory.
4. Import the customers by selecting Setup-Customers. Choose the setup file MBIZCST.KSI and specify the path and name of your source file. The field selections are set up according to the Customer Fields listed below. Import the customers by selecting Import-Customers.
5. Set up the Department and Category databases according to the Departments and Categories imported into Keystroke. This is very important for running reports.
The Keystroke database information should now be ready for use. If necessary, transport the data files by backup or copy the files to diskette. All the data files ( .DAT extension) can be transported or just the necessary database files.
Vendors - KSVND*.DAT
Inventory - KSINV*.DAT
Customers - KSCST*.DAT
Departments and Categories - KSDPT*.DATBelow are the field layouts of the MicroBiz vendor, inventory and customer database files. The Keystroke fields assigned are what is considered the best match. Feel free to change field assignments to best suit your needs.
Vendor Fields (VENDOR.DBF)
Field Number
Keystroke
MicroBiz
1
Code
Vendor ID
2
Vendor Name
Company
3
Address
Address
4
City, State
City, State
5
Zip
Zip
6
none
Avg Lead
7
Contact
Contact
8
Phone
Phone
9
none
FOB
10
none
Ship Via
11
Terms
Terms
Inventory Fields (PRODUCT.DBF)
Field Number
Keystroke
MicroBiz
Comments
1
Product Code
SKU
2
Description
Description
3
Quantity on Hand
Quantity
4
none
Type
* handled by Keystroke Color Size Matrix Module
5
Order Multiplier
Quantity Case
6
Quantity to Order
Reorder
7
Average Cost
Cost
8
Base Price
Price
9
none
Color
* handled by Keystroke Color Size Matrix Module
10
none
Size
* handled by Keystroke Color Size Matrix Module
11
Category
Style
* handled by Keystroke Color Size Matrix Module
12
Vendor Part #
Vendor ID
13
Vendor Number
Vendor
14
Last Purchase Date
Last Ordered
15
Last Sold Date
Last Activity
16
Department
Group
17
none
Back Order
18
none
OT Back Order
19
Minimum Quantity
Stock Level
20
none
Bin
21
none
Pr Start
22
none
Pr End
23
none
Pr Price
24
none
MTD
25
none
YTD
26
none
1st
27
none
2nd
28
none
3rd
29
none
4th
30
none
5th
31
none
6th
32
none
7th
33
none
8th
34
none
9th
35
none
10th
36
none
11th
37
none
12th
38
none
13th
39
none
14th
40
Quantity Sold
Prior Year
41
Last Cost
Last Cost
42
Tax Category
Taxable
43
none
Taxable 2
44
Sale Price
Price C
45
List Price
Price B
46
none
Bin Number
47
Level 1
Price D
48
Level 2
Price E
49
On Order
On Order
50
none
Barcode
51
none
Price QB
52
none
Quantity Break
* handled by Keystroke Price Tables
53
none
Bin Label
54
Quantity Allocated
Committed
55
Level 3
Price R
56
none
Size
57
none
Weight
58
none
Set Price
59
none
Date Start
60
Class
Alternate SKU
* can also be handled by Keystroke Alternate Inventory Codes
61
none
Bulk
* handled by Keystroke Parent Child feature
Customer Fields (CUST.DBF)
Field Number
Keystroke
MicroBiz
Comments
1
Code
Customer Number
2
Last Name
Last Name
3
First Name
First Name
4
Title
Title
5
Company Name
Company
6
Billing Address
Address
7
Bill City State
City State
8
Billing Zip
Zip
9
none
Zip Plus
10
none
Ship Name
11
Shipping Address
Shipping Address
12
Ship City State
Ship City
13
Shipping Zip
Ship Zip
14
none
Ship Zip Plus
15
none
Card Number
16
Exp Date
Card Expiration
17
Last Purchase
Last Activity
18
Discount
Discount
19
Tax Number
Tax Exempt
20
none
Tax Exempt #2
21
Balance Due
Balance Due
22
Total Purchased
Total Purchased
23
Phone
Phone
24
none
Check Approval
* handled by Keystroke Check approval feature
25
none
Credit
26
none
Lock
27
Comment
Notes
28
none
Tax Rate
* handled by Keystroke Tax Tables
29
none
Tax Rate 2
30
Department
Group
31
none
Class
32
Phone 2
Phone-H
33
none
Phone-W
34
none
Price Level
* handled by Keystroke Price Tables
35
Credit Limit
Credit Limit
36
none
D Field 1
37
none
Credit Balance
Home | Products | Support | Dealers | Downloads | Search | Contact | Questions?
Keystroke | SW Comparison | Where To Buy | Download Evaluation Software
|
Copyright © 1988 - 2023 Specialized Business Solutions | 800.359.3458
Keystroke is a trademark of Specialized Business Solutions. | All other products are trademarks or registered trademarks of their companies.