Uploading Sales/Sales return data through an excel sheet

📤 Upload Sales or Sales Return Data via Excel

This guide is designed to help you upload sales data quickly and correctly using Excel in Suvit.

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▶️ Quick Video Tutorial

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🔗 Quick Access

• Sales Upload Page
• Sales Return Upload Page

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🪜 Step-by-Step Instructions

Step 1: Go to Bulk Upload → Sales / Sales Return

• From the left menu, click on Bulk Upload.
• Then choose either Sales or Sales Return from the dropdown. - Here we have selected Sales

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Step 2: Click Upload

• Click on the Upload button on the top right corner to add your Excel file.

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Step 3: Select and Upload Your Excel File

• Click "Click to upload" to select your file from the computer.

• Make sure:

  → The file does not contain dots (.) or dollar ($) symbols in headers.

  → The file size is under 30MB.

  → The date format is in DD/MM/YYYY (e.g., 05/08/2024).

  → Do not upload password-protected Excel files.

  → You have synced the required ledgers.

• Once the file is selected, click Upload to proceed.

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Step 4: File Appears in List

• Your file will now appear in the list with its name, type, and transaction count.
• This confirms it was successfully uploaded.

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💡 Pro Tip for Accountants

• Double-check that the Sales Account Ledger is mapped as per your GST rate.
• Always sort by Invoice Number A-Z to avoid mapping issues.

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📚 What's Next?

Once your file is uploaded:

👉 Head to the Data Mapping Screen by clicking on the uploaded file.

To learn more about mapping: Learn how mapping works →