Create bulk Stock Items in Suvit

The Suvit is providing a feature where you can create stock items in bulk. Simply prepare you excel sheet accordingly and proceed in the option of "Item" in bulk upload.

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

Step 2: Bulk Upload

2image.png

  • Go to Data Entry AutomationBulk UploadItem.

Step 2: Download the Sample Excel Sheet

3image.png

  • 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 3 Fill in the Required Details

4image.png

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

Step 4: Upload the Excel Sheet

5image.png

  • 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.

6image.png

  • Click on the file for Next step.

Step 6: Map the Fields

7image.png

  • 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

8image.png

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

Step 8: Save the Transaction

10image.png

  • 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

12image.png

  • A confirmation popup will appear → click OK to proceed or Cancel to stop.

13image.png

  • 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: