Excel Import - SO functionality

Purpose:

The "Excel Import- SO" function key in the Sales Order section of the POS is used to import sales orders from an Excel spreadsheet into the POS system. This is a useful feature for businesses that receive a large number of sales orders via email or other electronic means and want to quickly and easily import them into their POS system for processing. By using the Excel Import- SO function key, users can avoid the time-consuming and error-prone process of manually entering each sales order into the system.

Benefits:

- Save time by allowing users to import orders from an Excel spreadsheet directly into the POS system.

- Reduce the likelihood of errors and ensure that orders are accurately entered into the system.

- Provide businesses with more accurate and detailed reporting capabilities, allowing them to better track sales, inventory, and other key metrics.

Steps to process for Excel Import - SO:

Step 1: Go to Sales > Sales Order

Step 2: Choose the Customer and click the Load SO from Excel function key.

 Step 3: Select sales order details from excel sheet - system folder will open. Choose the file you need to upload.

Step 4: Item will appear on the screen. Click Save. A pop screen will appear, select Yes or No based on requirement.

Step 5: If selected as Yes, then mention the advance amount paid by customer, else for No, this pop up screen will not appear.

Step 6: Tender Screen will appear. Select the mode of payment and click Save.

Step 7: Bill will get saved.

Conclusion:

By allowing users to import sales orders directly from Excel spreadsheets, businesses can improve their order processing capabilities, streamline their workflows, and better manage their inventory and sales data.

• Receipt Note and Location Stock transfer entry was being done simultaneously, application can save those details.
• RN return also will get saved.

FAQ's:

1. What file formats are supported for importing sales orders using the "Excel Import- SO" function key?
   Answer: It support importing sales orders from Excel spreadsheets saved in various formats, such as .xlsx, .xls, or .csv.

2. Can I import sales orders with multiple line items using the "Excel Import- SO" function key?
   Answer: Yes, in most cases, the "Excel Import- SO" function key should support importing sales orders with multiple line items. However, it is important to ensure that the Excel spreadsheet is formatted correctly to avoid errors during the import process.

3. How do I format my Excel spreadsheet to ensure successful import of sales orders?
   Answer: Typically, the spreadsheet should include columns for each relevant piece of information, such as customer name, order date, item name, quantity, price, and total amount.

4. What happens if there are errors during the import process?
   Answer: It will provide error messages or warnings that indicate where errors occurred in the import process. Users may need to fix any errors in the Excel spreadsheet and re-import the orders.