How to convert a file in other formats to CSV format using "Purchase Invoice import" option?
Profile File Import
This option is used to import purchase invoice in formats other than csv and .xls formats such as .dav.
1. Press CTRL + ALT + F2 [Inv.Import] key to open the Purchase Invoice Import screen.
2. Click Add. The list of distributors is displayed.
3. Select the distributor and press ENTER. The selected distributor name will be added in the Supplier Name field.
4. Enter the Ref id.
5. Select the option Profile File.
6. Click Browse to select the template.
7. Select the template and click Open.
8. Click Save.
9. Click Browse to select the purchase invoice file.
10. Select the invoice file and click Open.
11. Click Import.
12. Map the items one by one as shown in the image.
13. After mapping all the items, the purchase import will be imported automatically.
This option is used to import purchase invoice in formats other than csv and .xls formats such as .dav.
There are certain standard file formats provided by the suppliers such as Allied, DAVA & MicroPro. For suppliers who use DAVA format, the invoice file is in .DAV format. For Allied and Micropro supplier formats, the file is in csv format.
Use the Profile Import option if you have an invoice file received from your supplier in formats provided by other software companies. For these file formats, you are not required to do the manual mapping and can directly import the invoice file. Using the profile import option, if the invoice file is in other formats it will be converted to CSV format and saved.
1. Press CTRL + ALT + F2 [Inv.Import] key to open the Purchase Invoice Import screen.
2. Click Add. The list of distributors is displayed.
3. Select the distributor and press ENTER. The selected distributor name will be added in the Supplier Name field.
4. Enter the Ref id.
5. Select the option Profile File.
6. Click Browse to select the template.
7. Select the template and click Open.
8. Click Save.
9. Click Browse to select the purchase invoice file.
10. Select the invoice file and click Open.
11. Click Import.
12. Map the items one by one as shown in the image.
13. After mapping all the items, the purchase import will be imported automatically.
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Table of Contents [ Hide] 01. What is purchase Import? 02. Where will I get the Purchase invoice from? 03. What if my distributor did not provide me the invoice? 04. Can I import the purchase import in any format? 05. What should I do if I do not ...