Mandatory things to check before using Purchase/Purchase Return module

---

How to prepare the sheet

Data preparation in Excel sheet.

1. The data you want to upload should be in the first sheet.
2. Headers should be on the top (in the first row).
3. Please ensure the uploaded excel file does not contain the dot(.) and dollar ($) symbols in the column header, and other than the sales/purchase field, do not add anything above the title.
4. Invoice number should be filled in and must not be blank.
5. Same invoice number should be together, if require sort your data A-Z on the Invoice number.
6. Also, do not write any inappropriate data in the sheet.

• For example:- under GST Column, if GST number is not applicable, keep the cell blank; do not write NA, not applicable, or something else.

7. Date format should be DD/MM/YYYY (27-05-2022).
8. Delete Grand total or any extra data which otherwise is not required to be transferred to tally, if given in the sheet.
9. Transaction numbers should be, at most, 7000 per sheet.
10. Add one Purchase/Purchase Ledger column in the sheet according to GST Rate.
11. Must have SGST, CGST & IGST Ledger under Duties & Taxes in Tally for Mapping purposes.
12. All text should be in TEXT or General Format, and Numbers should be in Number format (how to change the format, visit the link here.
13. Add a Column with the name in Particular, where one can add details of the Purchase Account ledger according to GST rate.

• For example:- if GST rate is 18, then you can mention Ledger name, in which you have to define GST rate of 18.

14. Save the document in Excel Workbook format.

How to Upload Purchase/Purchase return, here