Back Office > Data Export > Change Primary ID's

 

Description

 

This menu item is used to change the primary identifiers of Product Codes, Clerk Numbers, Supplier IDs and/or Account/Member Numbers.

 

To Be Considered

 

1. Note :  More options will be added to this screen as they become available.

 

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Change Primary ID's

 

 

This screen is accessed from here.

 

Product Code

 

• Old Product Code - Select to open the Search Products screen and select a Product that requires it's Product Code to be changed.
• New Product Code - Enter the new Product Code for the Product selected above. A maximum of 13 characters can be entered.  SwiftPOS will validate the new Product Code to ensure that it has not already been used and that it is valid.
• Change Product Code - Select to change the Product Code entered for the Product selected above to the new Product Code specified above. Once selected SwiftPOS will then update all of the relevant tables in the database to ensure that no references to the old Product Code remain in the database.
• Product Changes File - Select to open the Browse for Changes File screen to select a CSV or TXT file to be able to process multiple Products. The file selected will need to be in the format outlined below.
• Process Product Changes - Select to initiate the processing of the file selected above. If any problems occur during the process none of the Product Codes will be changed and the user will be prompted to fix the problem before attempting the process again.

 

Clerk Number

 

• Select one of the following:
  
  
• Change Clerk ID - Select to change the Clerk Number
• Merge Clerk Data - Select to merge a Clerk Number with another.
   

• Old Clerk Number - Select to open the Search Clerks screen and select a Clerk/Staff Member that requires it's Number to be changed.
• New Clerk Number - Enter/Select the new Clerk Number for the Clerk/Staff Member selected above. If the Change Clerk ID option above is selected, SwiftPOS will validate the new Clerk Number to ensure that it has not already been used and that it is valid.
• Change Clerk ID - Select to change the Clerk Number entered for the Clerk/Staff Member selected above to the new Clerk Number specified above. Once selected SwiftPOS will then update all of the relevant tables in the database to ensure that no references to the old Clerk Number remain in the database.

• Merge Clerk ID - Select to merge the data of the Old Clerk Number entered to the data of the new Clerk Number entered above. Once selected SwiftPOS will then update all of the relevant tables in the database to ensure that no references to the Old Clerk Number remain in the database.

 

Supplier ID

 

• Old Supplier ID - Select to open the Search Suppliers screen and select a Supplier that requires it's Supplier ID to be changed.
• New Supplier ID - Enter the new Supplier ID for the Supplier selected above. A maximum of 10 characters can be entered.  SwiftPOS will validate the new Supplier ID to ensure that it has not already been used and that it is valid.
• Change Supplier ID - Select to change the Supplier ID entered for the Supplier selected above to the new Supplier ID specified above. Once selected SwiftPOS will then update all of the relevant tables in the database to ensure that no references to the old Supplier ID remain in the database.

 

Merge Member/Account Data

 

• Select one of the following:
  
  
• Change Member Number - Select to change the Member Number
• Merge Member Data - Select to merge a Member Number with another.
   

• Old Member Number - Select to open the Search Members screen and select a Customer/Member that requires it's Number to be changed.
• New Member Number - Enter/Select the new Member Number for the Customer/Member selected above. If the Change Member Number option above is selected, SwiftPOS will validate the new Customer/Member Number entered to ensure that it has not already been used and that it is valid.
• Change Member Number - Select to change the Old Member Number entered to the New Member Number entered above. Once selected SwiftPOS will then update all of the relevant tables in the database to ensure that no references to the Old Member Number remain in the database.

• Merge Member Number - Select to merge the data of the Old Member Number entered to the data of the New Member Number specified above. Once selected SwiftPOS will then update all of the relevant tables in the database to ensure that no references to the Old Member Number remain in the database.

 

Location Group ID

 

Note : Please ensure that any changes to Location Group IDs are done in a Test system first and all SwiftPOS features currently in use at the site are thoroughly tested. Including GL Interfaces, etc. Only then should this be attempted in a Live system.

 

• Old Location Group ID - Select to open the Search Location Groups screen and select a Location Group that requires it's Location Group ID to be changed.
• New Location Group ID - Enter the new Location Group ID for the Location Group selected above. A maximum of 10 characters can be entered.  SwiftPOS will validate the new Location Group ID to ensure that it has not already been used and that it is valid.
• Change Location Group ID - Select to change the Location Group ID entered for the Location Group selected above to the new Location Group ID specified above. Once selected SwiftPOS will then update all of the relevant tables in the database to ensure that no references to the old Location Group ID remain in the database.

 

Footer

 

• Close - Select to exit.

 

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Product Changes File Format

 

 

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Related Topics

 

1. Data Export

 

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