▶ Retail > Turnover


There are 3 ways to Import Turnovers into Moderan:


Manually enter Turnovers for each Tenant


To add Turnovers manually follow the steps:


1. Click on the +ADD NEW;

2. Fill in all information:

  • Property* - mandatory field (if Property is selected in the Main filter, this field will be automatically filled)
  • Tenant - filled automatically, when Store is selected;
  • Store* - mandatory field, select from the drop down menu. 
Hint: If you cannot find the Store, make sure to check in the relevant Rental Contract, if Retail block is filled.


  • Month* - specify the month to which the Turnover amount should go;
  • Turnover amount


3. Do not forget to Save the line by clicking on the button in front of the line.



Importing using the Turnovers Import file


Steps:


1. Download Template from Retail > Turnover > IMPORT:



2. Fill in all fields in the template - Property, Store, Month and Turnover amount:



3. Click on the IMPORT > SELECT OR DRAG IMPORT FILE HERE button and upload the file:



If upload was unsuccessful, you will receive Error message with the reason, e.g.:



Correct the excel file and upload it again.


4. When Excel is uploaded successfully, all lines from Excel will be visible in the main view of Turnovers page.


NB! If some lines could not be imported, the program will mark the fields in pink and will provide you with the reason in the column Error message and exact Excel line. Review and fix all the errors in your Excel file and upload it again.



5. After successful import, check the Turnovers section and make sure, that all lines have been transferred. 

If you imported Turnover amounts for multiple months, make sure the correct period is defined in the Date filter. By default filter shows current month.




Hint! You can update and re-upload the import file as many times as needed. If the values differ, the latest upload will overwrite the previous ones. Additionally, if certain lines need correction after the import, you can manually edit them, even if they were originally created through the import process.



While reviewing the imported Turnover lines, you may find it helpful to group them by Tenant or Store.

To do this, simply drag the Tenant/Store column header to the green bar above the table. Check out the result of Grouping:

Using Integration


If you want to explore possibilities to integrate with your system, please contact us at [email protected].


More information about Moderan API is available in here.