Answer:
Yes, now you can import purchase from excel file. To implement this feature please use the following steps…
Step1. Creating the Excel file to import as Purchase
- Create an Excel file with the following columns.
| Account | Supplier’s account name |
| Account Group Name | Group Name of Supplier’s account |
| Brand | Brand name of the product |
| Department | Department name of the product |
| Due Dt | Purchase Due date |
| Field1 to Field 6 | Matrix fields for size, color, design etc. |
| Location | Location name |
| Matrix Name | Name of the matrix |
| MRP | MRP(Maximum retail Price) of the product |
| Narration | Narration of the transaction |
| Other Chgs | Other charges |
| Other Disc | Other discount |
| PM Field 1 to PM Field 10 | User Defined Field for product master |
| Print Name | Print name of the Product |
| Product Group Name | Product Group Name |
| Product Name | Product Name |
| Product Child ID | Child ID of the Product |
| Product ID | Product ID |
| Purchase Rate | Purchase Rate |
| Qty | Quantity of product |
| R/O | Round off amount |
| Ref | Purchase reference (as bill number) |
| Ref Date | Purchase Reference date |
| Sale Rate | Sale Rate |
| Sub Group | Product’s Sub Group |
| Tax at Purchase | Tax at Purchase |
| Tax at Sale | Tax at Sale |
| Tax Name | Name of the Tax |
| Tax Value | Value of the tax |
| UDF1 to UDF10 | User Defined Field for Transactions |
| Unit name | Unit Name of the product |
| UPC/EAN | Universal Code of products |
| User defined Code | User Defined Code of the products |
| Vch Date | Voucher date of the product |
| Warehouse Name | Warehouse name, for which you are creating stock journal import. |
Step2: Importing the Purchase from Excel file
- Now Go to Main Menu > Settings > Import & Export > Import Data(T> I> I)
- Set “Import As= Purchase”
- Select file Type and provide other details
- Select the Excel file in File Name filed
- Map all the columns properly
- Press Alt + I or use “– I Import” button, this will start the import process.
Note:
- New Product will be created from here if the product is not already present in the software.
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