Adding data

Getting the data into the system

To get started with selling, you first need to get all required data into the system.

In most scenarios there are three (3) alternatives to get started:

1. I have an ERP system: If you already have an ERP system or PIM system with much of the data

2. I have an old POS system: Do not have If you do not have an ERP system, but you have an existing POS system you are replacing with Flow Retail

3. I have nothing: You basically have nothing, and need to get started from scratch

1) I have an ERP system

If your organization has an ERP system today and which you will continue to use, you will most likely want for that to be integrated directly with Flow Retail.

We have several ERP integrations and partners supplying ERP integrations, and very concrete recommendations on integrating an ERP system with Flow Retail, and so if that hasn't been settled yet, then simply contact us to get that ball rolling.

With an ERP integration, the work load required in Flow Retail is very limited, as most of the product maintenance and post-order management is being handled through the ERP system.

2) I only have an old POS system that I will replace with Flow Retail

If you already have some sort of POS system that you are replacing with Flow Retail, you will most likely want to get as much of the existing data as possible migrated over to Flow Retail.

In most cases, you would want to migrate the following data as a minimum:

• Products

• Prices

• Stock

• Suppliers

• Brands

• Customers

We normally do not recommend migrating previous orders, both to get a 'clean cut' and also as order data are often very unstructured and difficult and complex to migrate in a good way.

We support importing all these data from Excel spreadsheets, and will assist in getting the data migrated as best as possible.

3) I have nothing, and will start 'blank'

In this scenario you will either want to manually register all data like products "one-by-one", or you will want to prepare Excel spreadsheet import files to quicker get the data into the system.

Our general recommendation is to use the Import functionality when dealing with more than 200 'records' (one record can be seen as one product or one brand). With fewer records it is often quicker to simply register dem one-by-one.