1 – In your File Explorer (The little manilla folder) go to C:\Program Files (x86)\Solatech\WCS 4
2 – Here you will find the Export and Import Utilities. The Export Utility is called swcs42export.exe, the import is called sws42import.exe.
3 – Double Click on the Export Utility to start it. The Utility will look like the screen shot below:
3a. The top field
identifies the company you are exporting from.
So for you, this will point to the server > WCS 4.2 > Companies
> Choose the company you use on a daily basis if there is more than one.
3b. The next field
identifies what you are exporting.
3c. The third field is
the filter to select which customers to export. You can export all of them, then identify the ones you want
to change, and delete the remaining ones from the export file.
3d. In the last field
select a place on your computer where the export will be saved. Make it somewhere you can easily find the
file.
4 – Find the export file and right click on it and say to open in Excel. OR – open excel and open the file from within excel.
5 – When it opens in Excel you will get the following screen.
5a. Make sure Delimited is selected, then click Next.
5b. On the next Screen make sure Tab is selected, then click Finish.
7. Once you have only
the customers you want to make Inactive, you can delete most of the columns.
The Only columns you need to have are CustomerName, AccountNumber, and
Active.
These will be Columns A, B, and
V in Excel.
7a. AGAIN, do not use
the delete key on your keyboard.
Highlight the entire column by clicking on the column letter, and click
the Delete button from the Excel tools at the top.
7b. You will be
deleting Columns C-U, then everything to the right of “Active”.
8 – There are a few other changes that need to be made to
the data that’s left.
8a. First change the
1’s in the Active column to 0’s. This means
the customer will be Inactive.
8b. Next, Change the
Customer Name field to Name. (Just remove the Customer part of that
heading)
8c. Last, change the
AccountNumber field to Account. (Just remove the Number portion of that
heading)
9 – Now click the Save button to save this file (make sure the extension on the file is still .txt)
10 – Now you can double click on the Import Utility to get
it started. It looks very similar to the Export Utility.
10a – The Top field is your company again.
10b – The second field should say Customers
10c – In the third field select the file that you just altered and saved.
10d – The last field should say Tab Delimited.
11 – Click Start.