In Suvit, after you upload an excel data of Sales/purchase sheet, mapping will be automatically done with the help of keywords and previous mapping pattern. Learn how to make out of Auto Mapping feature in this article.
Auto mapping in SUVIT is a feature designed to simplify the process of mapping data from your Excel sheets into our system. It makes mapping easier by automatically suggesting field mappings based on keywords and AI intelligence. This means you don't have to map everything manually, saving you time and effort. Once you've uploaded a file and mapped it, the system will remember your mappings for future uploads.
Once the Excel upload is done, the next step is to map the required fields. Below is the Mapping screen where you can map your uploaded Purchase/Purchase Return data in an Excel sheet.
Now, simply select whether your data is "with item" or "without item".
In the first step of Field Mapping, you'll find the following sections:
Click the Next button to proceed to GST Mapping.
If you've already mapped fields, this step will automatically map them for other files.
GST Ledger from Excel sheet?
If set to Yes, SGST, CGST, and IGST will be calculated automatically.
If set to No, the tax will be calculated per the Excel sheet. You can check the Excel amount with the relevant GST and optionally add narration.
**Note**: SGST, CGST, and IGST Tax Ledgers must be mapped; these are mandatory fields. You can also map the round-off ledger.
In this step, you can map additional fields such as round-off, discount, freight amount, etc., by selecting the appropriate file header and ledger.
Your Sheet Header: The header from your Excel sheet.
Tally Fields: Choose the Tally ledger where you want to map additional fields.
Your Sheet Data: Preview the top 3 values of your sheet data.
Add Narration: Optionally, add narration to specific fields if a ledger is selected.
The Reset button will help you to reset the entire mapping.
Click Save & Proceed to go to the process screen and also save the particular format with SUVIT.
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