We can bring in specific historical data when you migrate to GreeneStep.

• Product Master and Link to Images Repository

• Customers Master

• Prospects Master

• Suppliers / Vendors Master

• Chart of Accounts

• Inventory Stock / Quantity Opening Balances

• AP and AR Opening Balances

• All Open Sales Quotes and Sales Orders, Credit Orders and Credit Quotes

• All Open Purchase Orders (Not Received/Not Invoiced) and Debit Orders

• Supplier Part Numbers

• Customer Part Numbers

Existing Sales Invoices and Purchase Invoices will be imported as LEGACY Data only for future reference and will not impact Customer/Supplier Balances.

We help to do the above from pre-formatted Excel spreadsheets that you need to provide. Please ask for the standard templates from our Support and Implementation Team

Prerequisites

• These transactions by default will not be listed in the Sales and Purchase invoices listing - contact support team to setup the license key to enable listing of legacy transactions

• Legacy Transaction can be imported with the help of GreeneStep technical team, please seek the relevant Excel Template to import legacy transactions such as  SI, PI, DN, CN

• We can  view the transactions but no other options are available in the transactions.

• Legacy Transactions are independent of the PAID option in the Sales Invoice and Purchase Invoice listing.