Create bulk Stock Items in Suvit

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Step-by-Step Guide to Upload Stock Items in Bulk

Step 1: Sign in to Suvit

• Log in to your Suvit account.

• After accessing the dashboard, click on "Explore Now" under Data Entry Automation .

Step 2: Click on Bulk Upload

• Go to Bulk Upload > Item.

Step 3: Download the Sample Excel Sheet

• On the Item Excel page, you will find an option to download a sample sheet or upload an existing Excel file. Click on "Download Sample" to get the template.

Step 4: Fill in the Required Details

• Open the excel sheet, fill in the required details, and save it. "Name", "Under", and "Unit" are mandatory fields to be filled in.

Step 5: Upload the Excel Sheet

• Go back to the Item Excel page, click on "Upload," select the appropriate company, and browse your ledger Excel file for uploading.If any ledger fails to upload, you will see an error log showing the reason for the failure.

• Click on the file for Next step.

Step 6: Map the Fields

• Once uploaded, you will be redirected to the Mapping Field page. Here, you need to map the relevant data fields correctly.
• After completing the mapping, click on Save & Proceed, you will get an error popup if there's a mistake in the sheet. You can see the error in the popup or Download excel error ledger log.

Step 7: Check for Remarks

• On the item transaction screen, you will get the remark "failed reason".

Step 8: Save the Transaction

• 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

• Check those item ledgers in Tally. You will find that the stock item masters are created in your Tally.

You May Find This Useful:

• Learn more about creating bulk ledgers in Suvit.