En:Data maintenance after data transfer

As part of a complex, multi-stage data import, it is necessary to maintain and, if necessary, correct the imported data afterward.

During the last data import, we will reset your Winestro account and import the data from your legacy system again. In this process, data and settings that may be lost during the parallel use of Winestro and your legacy system need to be checked and validated once the new data has been imported.

To help you perform these data maintenance tasks efficiently, we have created the following checklist. It is intended to serve as a guide so that you can secure all relevant information before the data import and swiftly complete the data maintenance process after the import.

You can also improve your data with the Data Cleaner using AI-driven tools.

Data Maintenance Checklist

Modifications to Orders and Stock

• The article stock may need to be adjusted after the data import (depending on system settings).
• Orders that were received starting from the morning of the final data import must be manually entered into Winestro.
• Unused stock locations (Inventory Management) and price lists (Price Group) can be deleted after data maintenance.
• Settings for quantity discounts will be lost. Make sure to save this information by taking a screenshot of the settings before the data import.
• The billing between clients (Inter-client Billing) must be reconfigured.
• Predefined order selections (e.g., for reminders or tour planning) must be recreated.

Modifications to Articles

• Address, assortment, and additional articles will be deleted. It is best to save these as screenshots as well.
• The deposit account must be recreated.
• Discount, commission, and cash discount locks (Locks) must be re-applied.
• Reservations may need to be re-entered.
• Article groups and product groups need to be checked and possibly manually maintained or restructured using article selections.
• Old or out-of-stock articles may reappear as available articles in the system. After data import, these articles can be filtered and processed in bulk using an article selection.
• If there are still article or customer data in a separate external database, these must be transferred after the data import. Use the import template from the customer and article list.

Modifications to Customers

• Commissions and commission recipients must be newly set up.
• Export agents need to be linked.
• Inactive customers (dead records) can be marked as active again. After data import, these affected customers can be filtered and processed in bulk using a customer selection.
• Customer groups must be checked and possibly updated. After data import, affected customer types can be filtered and processed in bulk using customer selections.
• Payment methods (price group, payment method, discounts, payment terms, cash discount, quantity discounts, customer type/taxation) may need to be updated after data import, either individually or in bulk using selections.
• Advertising channels (e.g., consent for email receipt) may need to be re-activated. After data import, you can automatically reactivate the status in bulk using a customer selection.
• Customer-specific document texts will be lost. Make sure to save the relevant information in a Word document or similar.
• Staff access and rights must be re-created and maintained.

Modifications in the Cash Register Module

• Cash register settings will not be carried over.
• This also affects assortment articles in the register, e.g., glassware for serving.

Modifications to Statistics, Key Figures & Reports

• Pre-configured reports and statistics will not be carried over. It’s best to save the settings using a screenshot.

Modifications to the Accounting Interface (FiBu)

• Settings in the FiBu interface, such as already defined revenue accounts and general settings, will not be carried over. Make sure to save this information with a screenshot before the data import.

Modifications to E-Mail

• E-mail templates that were already set up in Winestro.Cloud will be lost during the data import. Save these email templates in a Word document or similar format before the import.
• E-mail signatures will be lost. Save these as HTML code in a Word document or similar format.