Walkthroughs · 1 min read
Prepare your Excel records for Suite
Keep an unchanged copy of your existing files. Prepare a consistent stock list with product name, IMEI or serial where applicable, cost and condition. Remove duplicates and compare the list with physical stock.
By the Suite.ng team · ·
Prepare opening balances separately
Prepare customer and supplier opening balances separately with enough detail to explain each amount. Ask the team to confirm the import format and how your columns map before entering records.
Check a small batch first
Review a small batch first. Compare device records, quantities and balances with the original files. Train receiving, sales and approval staff, then agree when Suite becomes the shared record.