Mandatory things to check before using the Sales/ Sales Return module.

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Data Preparation in Excel Sheet

1. The data you want to upload should be in the first sheet.

2. Headers should be in the top row (first row).

3. Ensure the uploaded Excel file does not contain dot (.) or dollar ($) symbols in the column headers. Do not add anything above the title except the sales/purchase fields.

4. The Invoice Number field must be filled in and should not be blank.

5. Ensure the same invoice number appears together. If required, sort your data A-Z based on the Invoice Number.

6. Avoid writing inappropriate data in the sheet.
   For example: Under the GST column, if a GST number is not applicable, leave the cell blank. Do not write "NA," "not applicable," or other text.

7. Use the DD/MM/YYYY format for dates (e.g., 27-05-1992).

8. Remove Grand Total or any extra data that is not required to be transferred to Tally.

9. Limit transactions to a maximum of 10,000 rows per sheet.

10. Add a Sales/Purchase Ledger column in the sheet according to the GST rate.

11. Ensure SGST, CGST, and IGST ledgers are created under Duties & Taxes in Tally for mapping purposes.

12. Format data appropriately:

    • Text fields should be in TEXT or General format.
    • Numeric fields should be in Number format.
      To learn how to change the format, visit the
      Microsoft Support Link.

13. Add a column named Particular, where you can add details of the Sales Account Ledger according to the GST rate.
    For example: If the GST rate is 18%, mention the Ledger name where the 18% GST rate is defined.

14. Save the document in Excel Workbook format.

To learn how to upload Sales/Sales Purchase data, click
here.