Sales Import
What is Sales Import?
- It is an option to upload bulk Sales into HB Indian Account without entering the same manually.
- This simplifies the process of recording multiple Sales in HB Indian Account with minimum effort simply by uploading excel worksheet containing Sales Data.
How does it work?
- User need to import an excel worksheet (containing Sales data with all the mandatory fields) into HB Indian Account.
- Prerequisites are-
- Item should be available in Organization
- Contact should be available in Organization
How to upload Sales?
- Navigate to Books -> Sales -> Import and load the excel sheet that you have created
What Fields are required?
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Mandatory fields required to be filled in excel worksheet or select the drop down list in the Software at Import Page. The mandatory fields are:-
- Invoice Number
- Invoice Date
- Contact
- Unit Price
- Quantity
- Account
- GST Rate
What happens if mandatory fields are not entered?
- If user does not enter mandatory fields in excel worksheet and tries to upload, the system will not accept the file.
- It will show the error list on import view page with line number.
- The User needs to reload excel worksheet again after filling those missing mandatory fields.
What other information is relevant for user to use this option?
The other relevant information are:-
- Invoice Number should be unique.
- Invoice Date format should be DD/MM/YYYY
- Due Date format should be DD/MM/YYYY, if not given in Excel sheet then Invoice Date set as Due Date.
- By Default, Invoice type should be “Regular” in case Customer is having GSTIN details, otherwise Default is "NA"
- By Default, Currency should be in "INR"
- By Default, Item Type should be "Goods"
- By Default, Amount are as "No Tax"
- In case of Amount are as "other than No Tax" then Tax Rate is not null.
- By default, Invoice should be saved as Approve.