Introduction to purchase Import

What is procedure to do a purchase Import?

Introduction

Purchase invoice Import requirement:
While making a purchase entry, the user is required to enter many details related to the purchase such as Item name, quantity, MRP, Selling Price, Discount, Tax, Exp. Date etc. For a smaller purchase, purchase entry can be done manually. For larger purchases, manual entry is a time-consuming process as well as there are chances that the users may make an error. To avoid this, a simplified solution has been provided i.e. the user is not required to manually enter the purchase instead the invoice from the supplier is directly loaded in the purchase screen via the purchase import option in the required format (CSV or .xls). In this way, it reduces the complexities and saves time in making the purchase entries.

Purchase Import procedure:
Follow the steps below to import the purchase invoice.
  1. Adding a Distributor
  2. Mapping the Purchase Invoice fields
  3. Mapping the Items & Importing the invoice
Other Features:
1. Profile file Import
2. Remove Item Mapping

Limitations:
  1. Serialized, Matrix & Unique barcoded product types are not supported
  2. Company-wise mapping required if customers are using more than one company
  3. Invoice import will support only with our default formula
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