Bulk Upload Purchase or Purchase Return Excel Sheet from Client Accounts

Bulk Upload Purchase or Purchase Return Excel Sheet

Step 1: Bulk Upload

• Go to Bulk Upload → Select Purchase or Purchase Return.

Step 2: Download Sample & Upload

• If you need a reference, you can download a sample file from here. This helps ensure your data is in the correct format before uploading.
  • Item Invoice – Includes item details.
  • Accounting Invoice – Does not include item details.
• Click "Upload File" to select and upload an Excel sheet (a pop-up screen will appear).

Step 3: Select & Upload File

• Click on "Click to Upload", then select the Excel file from your system.
  • Item Invoice – Includes item details.
  • Accounting Invoice – Does not include item details.
• Once selected, click "Upload" to start the document upload.

Step 3: Review Uploaded Excel sheet

• The uploaded sales Excel sheet will be visible in the system.
• After completing the mapping process, you can view the uploaded Excel sheet in the Sales (Excel) section, where you can review details like File Name, Type, Statement Date, Synced Date, Total Entries, Pending Entries, Saved Entries, and Synced Entries.

Step 4: Purchase Transactions Overview

This page allows users to view and manage uploaded purchase records efficiently.

• General Filters – Refine records using filters like Saved, Bank, and Failed Records, or set a date range Check the General Filters Guide.

• Search & Filter Options – Quickly locate transactions by Reference No, Voucher Type, Party A/C, GSTIN, Place of Supply, or Particulars.

• Purchase Transactions Table – View key details such as Date, Reference No, Party A/C, GSTIN, Amount, Taxes (SGST, CGST, IGST), and Narration.

Use these tools to track, filter, and view your purchase transactions with ease.