Customer Favourites Template

Excel template to import customer favourites into Bevica Select, so sales users can pick common items faster and stay consistent.

Use this template to import Customer Favourites (standard sales codes + recurring sales lines).

Before you start

You need:

• ​Excel Template Data Migration​
• ​Configuration Worksheet

When to use this template

The customer favourite template (B-DM-CUST-FAV) contains three pre-formatted spreadsheets with the most common fields you need to create customer favourites within Bevica. You can access the template from the Configuration Worksheet page, Customer Favourites line.

Import order (important)

Import in this order to avoid missing-code errors:

1. Standard Sales Code Table (the codes)
2. Standard Customer Sales Code Table (link customers to codes)
3. Standard Sales Line Table (the item/resource lines per code)

Customers and items/resources must already exist.

Step-by-step

1

Export the template

1. Open Configuration Worksheet.
2. Select the Customer Favourites line.
3. Select Excel → Export to Template.

2

Populate the three sheets

1. Fill Standard Sales Code Table first.
2. Fill Standard Customer Sales Code Table next.
3. Fill Standard Sales Line Table last.
4. Use values only. Avoid formulas.

3

Import and apply

1. Select Excel → Import from Template.
2. Fix any errors in the preview.
3. Select Apply Data.

4

Verify

1. Open a customer card.
2. Confirm favourites / recurring sales lines behave as expected.

Field reference (template columns)

Standard Sales Code Table

This is the list of standard sales codes. The template has the following fields:

Field ID / Name	Related Table	FieldType	Note
1 Code		Code 10 (Mandatory)
2 Description		Text 100 (Mandatory)
3 Currency Code	(4) Currency	Code 10	Any value in here must already exist in the Currency table. Leave blank if it's in the local currency.
70500 Recurr. SLine Type		Option (Mandatory)	Standard or FavouriteStandard: Use this if the recurring sales lines are to be linked against multiple customers in the Standard Customer Sales Code table. Favourite: Use this if the recurring sales lines are to be linked to a single customer in the Standard Customer Sales Code table.

Standard Customer Sales Code Table

This is the link between the standard sales codes and the customer. The template has the following fields:

Field ID / Name	Related Table	FieldType	Note
1 Customer No.	(18) Customer	Code 20 (Mandatory)	The customer must already exist.
2 Code	(170) Standard Sales Codes	Code 10 (Mandatory)	Note: This must relate to the Code field on the Standard Sales Code table above (field 1, Code).
3 Description		Text 100 (Mandatory)	Enter a relevant description. Note that this field is not copied from the Standard Sales Code table.
4 Valid From Date		Date
5 Valid To Date		Date
9 Blocked		Boolean
13 Currency Code	(4) Currency	Code 10	Any value in here must already exist in the Currency table. Leave blank if it's in the local currency. Note: This field must match the related record in the Standard Sales Code table (field 3, Currency Code).
15 Insert Rec. Lines On Quotes		Option (Mandatory)	Select Manual, Automatic or Always Ask. See Customer Recurring Sales Lines for further information.
16 Insert Rec. Lines On Orders		Option (Mandatory)	Select Manual, Automatic or Always Ask. See Customer Recurring Sales Lines for further information.
17 Insert Rec. Lines On Invoices		Option (Mandatory)	Select Manual, Automatic or Always Ask. See Customer Recurring Sales Lines for further information.
18 Insert Rec. Lines on Cr.Memos		Option (Mandatory)	Select Manual, Automatic or Always Ask. See Customer Recurring Sales Lines for further information.
70500 Ship-to Code	(222) Ship-to Address	Code 20	Populate this if the favourites list relates to a particular ship-to code. This must be a valid ship-to code against the customer record.
70501 Recurr. SLines Type		Option (Mandatory)	Standard or FavouriteStandard: Use this if the recurring sales lines are to be linked to multiple customers. Favourite: Use this if the recurring sales lines are to be linked to a single customer. Note: This field must match the related record in the Standard Sales Code table (field 70500, Recurr. SLines Type).

Standard Sales Line Table

This is the link between the Standard Sales Codes and the item line/s. The template has the following fields:

Field ID / Name	Related Table	FieldType	Note
1 Standard Sales Code	(170) Standard Sales Codes	Code 10 (Mandatory)	Note: This must relate to the Code field on the Standard Sales Code table above (field 1, Code).
2 Line No.		Integer (Mandatory)	Increment line numbers by 10000, e.g. 10000, 20000, 30000 etc
3 Type		Option (Mandatory)	Item, G/L Account, Resource, Comment
4 No.		Code 20 (Mandatory)	Related to the Type populated, e.g. if Type = Item, this is the Item No. Note: if this is an item number, the item record must not be set to Blocked otherwise the record will error on import. You will need to unblock the item, import the data and then reblock the item.
5 Description		Text 100 (Mandatory)	This is the description that will be populated onto the sales lines generated.
6 Quantity		Decimal	Optionally enter a quantity.
7 Amount Excl. VAT		Decimal	Leave this blank. The Amount will be populated onto the sales line based on the standard pricing.
8 Unit of Measure Code		Code 10