Auto Mapping Sales Excel sheet data with SUVIT configuration

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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 your Sales/Sales Return data in an Excel sheet, follow these steps:

Steps for Auto-Mapping

Step 1: Field Mapping

1. Choose your data type: Decide if your data has items or no items. For this example, we will choose Without Item (see the image above).
2. Mapped Fields: These are fields that the system has matched automatically from your uploaded data.
3. Unmapped Fields: These are fields not matched yet. You need to select the right Tally fields for them. (Not all fields need to be matched.)
4. Your Sheet Header: The headings from your Excel sheet will appear here. This helps you understand the data easily.
5. Tally Fields: These are fields matched with Tally filed. You can change them if needed.
6. Your Sheet Data: Shows the top 3 values from your Excel sheet to help you cross-check the data.
7. Press Next to go to the GST Mapping step.

A→ Use Of Configuration

• In configuration you can use details like Voucher Date/Number, Party Buyer & Consignee, Dispatch 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.

• How to Use Configuration Learn More

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.
• Auto and Manual Selection

Select the Tally GST ledger.

• If set to No: Select the Tally Tax ledger by using drop down menu.

Select GST Ledger From Excel Sheet

• If set to Yes: Map excel sheet heading in which Duties & Taxes Ledger Name mentioned.

GST Auto Calculation?

• If set to Yes: SGST, CGST, and IGST will be calculated automatically. Suvit will calculate GST based on the GST settings defined in Tally.
• Hierarchy of Considering Rates for Duty CalculationLearn More

GST Manual Calculation Form Sheet

• If set to No: Pick the desired tax amount from the Excel Sheet.
• Picked data will be considered as Duties and Taxes amount. (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.
• Click Save & Proceed to move to the process screen.

You may find this useful :

• How to send data to Tally Learn More