Create bulk Stock items in Suvit

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Create bulk Stock items in Suvit

Step 1: Sign in to Suvit

• Sign in to Suvit.

• After clicking on the dashboard, click on "Explore Now" for Data Entry Automation, which will open the Data Entry Automation page.

Step 2: Click on Bulk Upload

• Click on Bulk Upload from the left menu.

Step 3: Download the Sample Excel Sheet

• In the Item Excel page, you will get the option to download a sample or upload any excel format. Click on "Download Sample," and an excel sheet will be downloaded.

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 company, browse your ledger excel, and upload it. During the upload, you will get an error log if any ledger has failed, with the reason.

Step 6: Map the Fields

• After the upload, you will be redirected to the Mapping field page where you map the data. Once the mapping is done, click on Save & Proceed.

• After 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 back to the ledger transaction page, find the record you want to import, select the record, and click on Save.

Step 9: Send the Transaction to Tally

• Click on the right-side corner of the drawer and click on Send the transaction to tally. After that, you will get a popup. Click OK to continue or Cancel to stop.

Step 10: Verify in Tally

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