Navigator are experienced in Data Migration from many systems and have notes, made by customers who have migrated from various systems on how to extract data from various systems.

Autoview is one such system. Notes on how to extract data from Autoview are below. These should be verified to be up to date and DMS provide no warranties onto accuracy on current versions of the system as they may change from time to time.

‍Parts

Stock list

Parts...  Administration... Reports... Valuation... Average cost... Tab tab accept

Save as partsstock.txt

Parts...  Management... Xtra slide... Reset.. Query...  In stock.fill 1:... Accept.. List

Save as partsbin.txt

         Parts...  Reports...  Price lists...  I tab tab tab   accept      save as partsbin1.txt

Customers

Marketing > Target Lists> CSV Export> Full veh Reg Extract

 Ensure "Include opt-out records" is ticked

SAVE AS CUSTOMERS.CSV

*** Note - this report needs running in each branch - the vehicles are in all files, but the customers are branch specific

Service history

This also needs runnning in each branch :-

Service... reports... Service history... By account code... Tab...  Tab... Tab... Tab.... Tab...   Tick detailed box...  Accept...

Save as servhist.txt

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Sales ledger customers

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Accounts..  Sales ledger...  Reports...  Customer list...   By account..  Tab tab...  Accept

Save as slcust.txt

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Sales Ledger Transaction list

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Accounts.. Sales ledger...  Reports...  Trans list current..  Tab. Tab... Accept

Save as sltrans.txt

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Purchase ledger

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Accounts.. Purchase ledger.. Reports...  Supplier list...  Tab.. Tab.. Accept

Save as plsupp.txt

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PL Transactions

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Accounts...  Purchase ledger...  Reports...  Current transactions...  Tab tab accept

Save as pltrans.txt

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