Auto ledger/Item Creation

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Steps to Auto Create Ledgers/Items

Step 1: Sign in to Suvit

• Log in to your Suvit account.

Step 2: Data Entry Automation Page

• 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

• In the Item Excel page, click on "Download Sample" to get a sample excel file.

Step 5: Fill in the Excel Sheet

• 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

• 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

• After uploading, go to the Mapping Field Page, align the Excel sheet fields with Suvit fields, and click "Save & Proceed" to continue.

• 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

• A confirmation popup will appear → click OK to proceed or Cancel to stop.
• 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.