How to Format and Upload Choice Broker Purchase Excel Sheet in Suvit

Learn how to format and upload your Choice Broker Purchase Excel Sheet to Suvit for seamless data automation. This step-by-step guide covers date formatting, field mapping, GST settings, and ledger mapping to ensure accurate data entry. 🚀

🔍 Overview

This guide will help you format your Choice Broker Purchase Excel Sheet and upload it to Suvit

📝 Preparing the Excel Sheet

Step 1 - Remove Unwanted Data

Delete unnecessary data from the Choice Broker Excel sheet before proceeding.

Step 2 - Date Formatting

Select Date Column -> Go To Data -> Text to Column

Select Delimited -> Click Next

Click Next again

Select Date (DMY)-> Click Finish
Convert the date format into DD-MM-YYYY using Date Format

Step 3 - Add Required Details

✅ Before saving, add:

For invoice number add Supplier Invoice Number
Party Name: Add clients name
Purchase Ledger : Add Purchase ledger name
For example: Purchase (Choice Broker) ledger added in Purchase ledger column

💾 Save the Excel Sheet.

📤 Uploading the Purchase Sheet in Suvit

Step 4 - Upload the Excel Sheet

Login to Suvit.
Click on Explore Now under Data Entry Automation.
Select Purchase and click on Bulk Upload.
Select and upload the prepared Choice Broker Excel sheet.

🔄 Mapping Process

Step 5 - Field Mapping

Map all necessary details under Field Mapping.
Click Next.

Here is the formatted table based on Choice broker data:

Excel Sheet Heading	Mapped Column in Suvit
SYMBOL	Name of Item
QUANTITY	Quantity
BUY DATE	Date
BUY VALUE	Amount
Suplier invoice number	Supplier Invoice No.
Party Name	Party A/C Name
Purchase Name	Purchase Ledger

This table correctly maps the given fields to Suvit’s column structure while maintaining the format.

Step 6- GST Mapping

✅ No changes required : Changes can be done if required.

Here we have taken Default Settings

Duties and Taxes are mandatory to map
Click Next

Step 7 - Ledger Mapping

Map other charges such as Stamp Duty, Brokerage Charges, Expenses etc., if required.
Use dropdown -> Search & Select desired ledger name
Click Save & Proceed.