Uploading Sales/Sales return data through an excel sheet

Suvit, Sales/Sales Return streamlines sales and return processes by automatically tracking transactions and inventory. Sales records sales activities, and Sales Return handles product returns, syncing data with Tally for accurate financial reporting. This integration helps businesses maintain up-to-date records without manual entry.

📤 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.

▶️ Quick Video Tutorial

🔗 Quick Access

🪜 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

Step 2: Click Upload

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

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.

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.

💡 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.

📚 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 →