How to Upload NJ INDIA INVEST PRIVATE LIMITED Purchase Stock/Share Excel Sheet

Learn how to format and upload the NJ INDIA INVEST PRIVATE LIMITED Purchase Excel Sheet in Suvit, including field mapping for Order Number and Supplier (Bill to). This step-by-step guide ensures accurate data processing and smooth integration. 🚀

🔍 Overview

This guide will help you format your NJ INDIA INVEST PRIVATE LIMITED Purchase Excel Sheet and upload it to Suvit including mapping the Order Number and Supplier (Bill to) fields.

📝 Preparing the Excel Sheet

Step 1 - Remove Unwanted Data

Move your actual sheet in position one
Delete unnecessary data from the NJ INDIA INVEST PRIVATE LIMITED Excel sheet before proceeding.

Step 2 - Add Required Details

✅ Before saving, add:

Purchase Ledger : Add Purchase ledger name

For example: Purchase (NJ Investment)

💾 Save the Excel Sheet.

📤 Uploading the Purchase Sheet in Suvit

Step 3 - Upload the Excel Sheet

Login to Suvit.
Click on Explore Now under Data Entry Automation.
Select Purchase and click on Bulk Upload.
Select and upload the prepared NJ INDIA INVEST PRIVATE LIMITED Excel sheet.

Step 4 - Enable Order Number & Supplier (Bill To) (If Required)

Open the Purchase Sheet in Suvit.

Go to Configuration → Order Details -> Enable Order Number -> Go to Party Details -> Enable Supplier (Bill To)
And Save details -> Click Next

🔄 Mapping Process

Step 5 - Field Mapping

Map all necessary details under Field Mapping.

Click Next.

Here is the formatted table based on NJ data:

Excel Sheet Heading	Mapped Column in Suvit
Sr. No.	Supplier Invoice No
DP	Supplier (Bill to)
Investor	Party A/C Name
Order No	Order No(s)
Trade Date	Date
Scrip code / Symbol	Name of Item
Qty	Quantity
Price (₹)	Rate
Purchase Ledger	Purchase Ledger

This table correctly maps the given fields to Suvit’s column structure while maintaining the format.

Step 6 - GST Mapping

✅ No changes required Changes can be done if required.

Here we have taken Default Settings

Duties and Taxes are mandatory to map
Click Next

Step 7 - Ledger Mapping

Map other charges such as Stamp Duty, Brokerage Charges, etc., if required.

Use dropdown -> Search & Select desired ledger name
For example: In front of Brokerage we have taken Brokerage 18% ledger name.
Click Save & Proceed.

✅ You have successfully uploaded the NJ INDIA INVEST PRIVATE LIMITED Purchase Excel Sheet with Order Number & Supplier (Bill To)! 🎉

This is how your entry will look after sending the data

Similar method can be used for Sales entry