In this task you will import or enter your Customers.
Task Note:
It is not necessary to create a customer for every company you have ever contacted or done business with. Customers can be added on-the-fly as needed. At a minimum you should set up customers with open orders or open invoices
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Make a manual backup prior to data import
Prior to any data import process, always use the Backup Manager utility to make a manual backup. Should you encounter any anomalies in the data after they are imported, you can immediately restore from backup, make changes to your spreadsheet, and then run the import once again.
Make the backup to your restore points folder
In task 3-7 you created a restore points folder for the purpose of storing manual backups made at the end of each implementation phase and prior to each data import. Make this backup to your restore points folder to preserve your progress prior to this data import process.
If you do not have a restore points folder, refer back to task 3-7 in the Installation phase of implementation for guidance.
Making a manual backup
Use the Backup Manager to make a manual backup, which is accessed from the server by clicking Windows Start - DBA Manufacturing - Utilities - Backup Manager.
Select the Manual Backup option. Select your company database in the From registered databases option. Select the Use Custom Backup path. Click Find and navigate to your restore points folder.
When you are prompted to save the file, give it a file name such as Backup_Pre-Customers_Import to clearly identify the contents of this backup.
Click Create Backup to initiate the backup process.
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