Decide what you will transfer and what you will keep for archive
Not every historical file must be transferred to the new system. Identify key data, open documents and opening balances, then agree on how to return to the archive. Transferring without a clear decision may double the work and delay operation.
Clean the data before uploading the template
Merge duplicates, complete required fields, and verify units of measurement and registration numbers. RedERP provides import templates that can be prepared before running; The success of uploading the file does not mean that the accounting meaning of each record is correct. Test a sample and review the result with department users.
- Client and supplier with one stable code.
- Items with correct units, prices and policies.
- Detailed balances match the total.
- Certified reference copy and clear cut-off date.
A small test prevents thousands of records from being corrected
Import twenty customers and ten items, then carry out buying, selling, transfer and collection. If you discover a module or calculation issue, correct the template before full import. After downloading, see the number, total and sample records, not just the success message.
The moment you go into operation
Specify the last day of registration in the old system and the first day in the new system, and who will approve the balances. Prevent uncontrolled double recording, keep backup and approved data source. Free transportation consultation; Customized cleaning or conversion work and team training are specified in a separate offer depending on scope.
