Import sales using Excel file templates

When you are switching from another system and maintain sales on the excel file, you can use this feature by importing a bulk sales using excel file.

Steps to import sale

1. Go to Sale > Import Sale

2. Click the ‘Download Template’ button to download the template file.

3. Once downloaded, open it and add the required details. While adding the details follow the instructions mentioned on the import sale page itself.

4. Save the Excel file and upload it by clicking the choose file button and pressing the submit button.

5. Change it accordingly and proceed.

Errors you might face while importing

Common Error:

It may display some error after uploading if some data added in the Excel file is not as mentioned in the instructions.

Error 1: “Group sell line by” field in import sale:

While importing an Excel file for import sale you have to select the option "Group Sell Line By".

This field is used for the system to know which lines need to be in a single sale.

For example, if you add an Invoice_Number column in the Excel import file, then all lines from one sale will have the same Invoice_Number.

In this case, you need to select the Invoice_Number option in the “Group Sell Line By” dropdown field.

Error 2: “You cannot select a field twice” Issue and Solution:

You may encounter this issue while you import an Excel file using the Sale Import feature.

This issue happens when the same option name is chosen for multiple columns in the import table

If you want to remove any column during import, you can select the skip option in the dropdown.