Bulk Upload for Sales and Purchases [Premium Only]
Bulk Upload allows users to easily submit and create multiple sales and purchases entries by uploading a excel file of the transaction data. This function is especially efficient for users with high transactional volume.
Transactions that users will be able to import are:
Purchase: Purchase Order, Bill, Debit Note
Sales: Quote, Sales Order, Invoice, Credit Note
Important notes:
*You will not be able to import payment information for sales and purchases in the bulk upload
*Make sure you use our import template (Can get by download the sample file)
Here are the steps on how to perform a bulk upload of your sales & purchases data.
Bulk Upload for Purchases
1. Click on the import button within the Purchases module.
2 .Next, click on Select File > Select the Excel file you wish to import> Continue
3. You will see a notification window showing the status of the upload.
Bulk Upload for Sales
1. Click on the import button within the Sales
2. Next, click on Select File> Select the Excel file you wish to import> Continue
3. You will see a notification window showing the status of the upload.
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