How to bulk change entity codes in SFM

Bulk change of entity codes

To change entity codes in bulk in SFM, follow the steps and illustrations below.

Prerequisite steps:
  1. Stop your POS replicator.
  2. Save backups of your SIMS and SFM.
  3. Be sure that all users logged out of SIMS and SFM..
  4. Carry out procedure as illustrated below.

Step:
  1. Go to Administration > Change System Codes.

  2. In the Changing Client Code window, select Client Code.

  3. Enter the codes as required.



    • Related Articles

    • How to change the login password in SFM

      To change the user password in SFM, go to Administration > User accounts. Select the user, then Press the Edit button, type in the new password and press Post.

    • Can I change or delete stock codes in SIMS?

      SIMS provides the option to change or delete a stock code, as detailed below.  Both options can be accessed from Admin > Change/Delete Stock Cards.   Change a stock code When you access this function, click on the insert button to add the stock code ...

    • How can I control different VAT codes on the same consignment?

      There are two main options to control VAT codes while posting a consignment. These can be set up depending on the type of trade performed by the company. The two settings are the following: Option 1: Default VAT code set on the Supplier The setting ...

    • How to send outstanding statements by bulk to clients via the e-Reports module

      We have enhanced the debtor functionality to assist you with the sending of statements only to those clients with an overdue amount, while you monitor the other balances until they become due. Amounts due are based on the credit dates set on the ...

    • SFM Release Notes

      How to Update SFM 15th April 2024 | v.2.0.11.194 Improvement with Charge Bearer in APS SEPA. 5th January 2024 | v.2.0.11.193 Fix when reprinting Sales Jobs Draft. Fix when reprinting Purchase Order. 26th December 2023 | v.2.0.11.192 Jobs & Voyage ...