Upload/Import Files
Download Sample
Multiple records can be imported into the system using import feature.
The following buttons available on the top right corner:
- Download Sample
- Import File
Download Sample
Press this button to download the sample XL sheet. The following sheets are available:
- Categories
- Taxes
- Items
- Transfer Order
- Waste Management
- GRN
- Item Price Update
- Price Categories
- Stock Update
- Purchase Order
- Order
- Item Variation Update
- Item Inventory Tax Update
- Item Ingredient Update
Sample sheet contains demo data for reference. Have data in the sheets which are to be imported and delete information in the other sheets. For example, if we are configuring Taxes, Categories and Items, delete information in other sheets. After filling the required details, save and close the XL.
Upload/Import Files
Step 1: Press Import File button and choose the XL file to import.
Step 2: After every import, an entry is created in the table with pending **status. Wait for 10 seconds and refresh the page to see the current status. After refresh, the status changes from **Pending to the either one of the following:
- Completed: Press View button under the Actions **column to open the **Import Information Table.
- Error : Upload the sheet again.
Step 3 **: Once the status is **Completed press View button under Actions to open the import information. To download the uploaded sheet press Download button. The following are the columns available in Import Information.
- Sheet Name: Displays the imported tab name.
- Total Error Lines: No of error lines, click the lines to see the detailed error report.
- Total Records: Total number of records imported.
- Failed Records: Failed number of records.
- Finished Records: Completed number of records.
- Completion Progress: Completion progress of the import.
Updated on: 07/10/2021
Thank you!