--- title: "Mass Updating Customer Data" canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31101189/Mass%20Updating%20Customer%20Data" format: markdown --- Goal: In this lesson you will learn how to modify a set group of fields in the Customer Master File for a selected range of customers and account types. Steps: 1. From the 'Main Menu' select options - 'Accounts Receivable' - 'Customer Maintenance' - 'Mass Update' . 2. The next screen will allow you to select the range of customers to be included in the Mass Update process. Import Details: If you say 'yes' to this field it will allow you to import customer name and address details via a csv file. The file path will default from the system control values but may be changed if needed. Press/Click to import file details into ProStix. The file has the following format: · Dummy Field - do not put anything in this field · Customer Number · Customer Name · Address · Suburb · State · Postcode 3. If your response to Import Details was 'no' then continue with the remaining fields below: From/To Customer: Key the range of customers to be modified. From/To Acct Type: Key the range of account types to be modified. From/To Cust Group: Key the range of Customer Groups to be modified within the selected range of customers. From/To Disc Group: Key the range of Discount Groups to be modified within the selected range of customers. From/To Branch: Key the range of Branches to be modified within the selected range of customers. From/To Territory: Key the range of Territories to be modified within the selected range of customers. From/To Sales Rep: Key the range of Sales Reps to be modified within the selected range of customers. 4. The next screens will allow you to key the fields to be included in the mass update: All of the fields listed below are found in the Customer Master File. If you do not wish to change a particular field, leave it blank. This will leave the field set to its current setting. Casual Acct Y/N: Key 'yes' to change all the selected customer accounts to Casual Accounts or 'no' to make permanent. GST Payable Y/N: Key 'yes' to apply Goods and Services Tax to the selected customers or 'no' to make GST exempt. Account Fee Y/N: Key 'yes' to charge these customers with an account keeping fee each month or 'no' if account keeping fees are not applicable. Interest Y/N: Key 'yes' to charge these customers with interest on overdue amounts each month or 'no' if interest does not apply. Order Reqd Y/N: Key 'yes' to print purchase order numbers on their invoices or 'no' to stop purchase order numbers from printing. Sett Discnt Y/N: Key 'yes' if these customers are to attract settlement discount for early payment or 'no' if settlement discount is not applicable. Statement Y/N: Key 'yes' if a printed monthly statement is required for these customers. Disc on Inv Y/N: Key 'yes' to show discounts on invoices for the selected customer range or 'no' to hide discount. Hide Prices Y/N: Key 'yes' to hide the sell price for this range of customers or 'no' to print the sell price on POS Dockets. Inv Goods Y/N: Key 'yes' to print an invoice for the selected range of customers when goods are released. or 'no' to print later. HidePriceInv Y:N: Key 'yes' to hide the sell price on this range of customers' invoices. Account Type: Press/click or key an Account Type code to change all the selected customers to. Customer Group: Key the Customer Group to make a change to these customers. Discount Group: Key the Discount Group to make a change for these customers If the number is unknown, use the (Search) facility. Sales Rep: Key the salesman number assigned to these customers. Sales Territory: Key the Sales Territory code. If the number is unknown, use the (Search) facility. Credit Limit: Key the $ value for the credit limit. Credit Age: Key the credit age. Home Company: Key the home company. (Search) is available if required. Home Branch: Key the home branch. (Search) is available if required. Payment Days: Key the number of actual payment days. Share Allot. No: Key the Share Register number for this range of company shareholders. Invoice Freq.: Invoices may be printed (D)aily, (W)eekly or (M)onthly. Interest Rate %: Key the new interest rate %. Interest Days: Key the new interest days here, e.g. 30, 60, 90, 120. 5. When all that is to be updated has been specified, press/click . The program will then amend the relevant fields for the selected Customer Master File records and report to the screen the number of records that were amended. Review: You can now: · Mass Update a set group of fields in the Customer Master File for a selected range of customers and account types.