How to map the purchase invoice fields?
Mapping the Purchase Invoice fields
After adding the distributor name in the Import list, you are required to do the manual mapping of the fields. This is essential because the field name in the purchase invoice and in our template may not be exactly the same.
Follow the steps below for mapping the fields.
The added distributor name is displayed in the Purchase Invoice Import screen.
1. Enter the Ref id in the Ref id field.
2. Select the option Same if the item code in the Item Master and the invoice are one and the same (or) select the option Different if the item codes are different.
3. Click Map Manually. The field mapping screen is displayed.
4. By default, the Purchase Invoice Header is selected. The header includes information like Invoice Number, Invoice date, Purchase discount etc.
5. Enter the Distributor name.
6. Map the fields from the source file (of the distributor) with the ones in the product template. This is done by dragging the source file fields and dropping in the Excel fields.
7. Click Save.
8. A confirmation message 'Mapping successfully updated' is displayed. Click OK.
9. Select the field Purchase invoice details for the selected distributor. The details includes Item name, item code, quantity, selling price, MRP, expiry etc.
10. Map the required fields by drag and drop. Click Save.
11. The Purchase Invoice Import screen is displayed.
12. Click Browse to select the purchase invoice file. To continue further, click here
After adding the distributor name in the Import list, you are required to do the manual mapping of the fields. This is essential because the field name in the purchase invoice and in our template may not be exactly the same.
Follow the steps below for mapping the fields.
The added distributor name is displayed in the Purchase Invoice Import screen.
1. Enter the Ref id in the Ref id field.
2. Select the option Same if the item code in the Item Master and the invoice are one and the same (or) select the option Different if the item codes are different.
3. Click Map Manually. The field mapping screen is displayed.
4. By default, the Purchase Invoice Header is selected. The header includes information like Invoice Number, Invoice date, Purchase discount etc.
5. Enter the Distributor name.
6. Map the fields from the source file (of the distributor) with the ones in the product template. This is done by dragging the source file fields and dropping in the Excel fields.
7. Click Save.
8. A confirmation message 'Mapping successfully updated' is displayed. Click OK.
9. Select the field Purchase invoice details for the selected distributor. The details includes Item name, item code, quantity, selling price, MRP, expiry etc.
10. Map the required fields by drag and drop. Click Save.
11. The Purchase Invoice Import screen is displayed.
12. Click Browse to select the purchase invoice file. To continue further, click here
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