Here you will find the step by step guide to know the process of creating ledgers and items in bulk with one click on your sales/purchase transaction screen itself.
Steps to Auto Create Ledgers/Items
Step 1: Sign in to Suvit
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Step 2: Data Entry Automation Page
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- Click "Explore Now" under **Data Entry Automation **
Step 3: Select Bulk Upload
-On the Data Entry Automation page, select Bulk Upload from the left menu.
Step 4: Download the Sample Excel File
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- In the Item Excel page, click on "Download Sample" to get a sample excel file.
Step 5: Fill in the Excel Sheet
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- Open the downloaded sample Excel file and fill in the required fields such as "Name", "Under", and "Unit". Save the file after entering the necessary details.
Step 6: Upload the Excel File
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- Go to the Item Excel page , click "Upload", select the company, and upload the Excel sheet—an error log will appear if any ledger fails.
Step 7: Mapping the Fields
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- After uploading, go to the Mapping Field Page, align the Excel sheet fields with Suvit fields, and click "Save & Proceed" to continue.
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- If there are any errors, a popup will appear, allowing you to download the error log for more details.
Step 8: Save the Item Records
-Go to the Ledger Transaction Page, select the record, click Save, then click "Send to Tally" in the drawer's right corner.
Step 9: Send the Transaction to Tally
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- A confirmation popup will appear → click OK to proceed or Cancel to stop.
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- The data synchronization with Tally is complete, confirming successful syncing.
Step 10: Verify in Tally
- After receiving the message 'Your data process has been completed,' check Tally to confirm the successful creation of stock item and ledger masters."
You May Find This Useful:
- Learn more about creating bulk stock items in Suvit.
- Learn more about creating bulk ledgers in Suvit.