This topic shows how to import item from excel file into sales order, DO, sales invoice&cash sales. User can sent the excel templete to their customer and customer enter order quantity accordingly. Once customer return the excel file, user can directly import the item quantity into sales.
Below are the overall content for this topic:
Step 1: Generate Excel template
Step 2: Customer enter item quantity into Excel
Step 3: Import excel file into sales invoice
Step 1: Generate Excel templete
1. Before generate Excel template, make sure system has product maintenance (product code, description, pricing, tax code)
2. Go to Sales > Sales Invoice > Add/Edit > Body Tab. Click on Import From Excel File
3. Click on Template to view the Excel Template
4. System then display excel template with all the products code and description from product maintenance
Step 2: Customer enter item quantity into Excel
1. Customer enter the product quantity in excel file
Step 3: Import excel file into sales invoice
1. Issue a sales invoice and must select customer code on Header Tab. After complete click on Body Tab
2. Click on Import From Excel File
3. After that, click on Import Button
4. Then, click on OK Button
5. Select excel file from customer and click OK
6. Click Yes Button to import the data
7. Click OK Button
8. System capture the price according to product maintenance
9. Once confirm click Accept
10. System import all items into sales invoice. Click on Save
