Auto Mapping Sales Excel sheet data with SUVIT configuration

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1. What is Auto-Mapping in SUVIT?

Auto mapping in SUVIT is a feature designed to simplify the process of mapping data from your Excel sheets into the system. This feature uses AI intelligence to automatically suggest field mappings based on keywords, making it easier to manage data. Once you've uploaded a file and mapped it, the system will remember your mappings for future uploads.

• After uploading an Excel file, the next step is to map the required fields.
• Click Here to learn how to upload an Excel file in SUVIT. Below is the Mapping screen where you can map your uploaded Sales/Sales Return data in an Excel sheet:

Step 1: Field Mapping

• Select whether your data is "with item" or "without item".

In the first step of Field Mapping, you'll find the following sections:

1. Mapped: Shows fields that have been automatically mapped based on the uploaded data.

2. Tally Fields: These are fields matched with your Tally system. You can adjust them if needed.

3. Your Sheet Data: Displays the top 3 values from your Excel sheet data for easy reference.

4. Unmapped: Lists fields that were not automatically mapped. You'll need to manually select Tally fields for these. Once mapped, they will move to the "Mapped" section.

Use Of Configuration

• How to enable Voucher Date/Number, Party Buyer & Consignee, Dispach Details such as Invoice Date, Carrier Name, Lading Number & Date, Export details like Shipping Number, Tracking Date, Vessel/Flight/Motor-Vehicle Number, Cost Centre and other options. Learn More
• Go to -> Mapping Screen -> Configuration (in upper right corner)
• Click Next to proceed to GST Mapping.

Step 2: GST Mapping (Map Your Tax Ledger)

• If you've already mapped fields in a previous upload, this step will automatically apply the mappings to other files.

GST Ledger from Excel Sheet?

• If set to No: Select the Tally Tax ledger to display the data.

• If set to Yes: Map the Tax Ledger from the sheet. This will create a Tax Ledger column for SGST, CGST, and IGST.

GST Auto Calculation?

• If set to Yes, SGST, CGST, and IGST will be calculated automatically.
• If set to No, tax will be calculated as per the Excel sheet.
  You can cross-check the Excel amount with the relevant GST and optionally add narration.

**Note**: SGST, CGST, and IGST Tax Ledgers are mandatory fields that must be mapped. You can also map the round-off ledger.

Step 3: Ledger Mapping

• In this step, you can map additional fields such as round-off, discount, freight amount, etc., by selecting the appropriate file header and ledger.

Details of this step:

1. Your Sheet Header: The header from your Excel sheet.
2. Tally Fields: Choose the Tally ledger where you want to map additional fields.
3. Your Sheet Data: Preview the top 3 values of your sheet data for reference.
4. Add Narration: Optionally, add narration to specific fields if a ledger is selected.
5. Reset Button: Use this to reset the entire mapping if needed.

Click Save & Proceed to move to the process screen.
This action will also save the particular format within SUVIT for future uploads. Learn More