Import purchase from external file (excel/text)

YouTube: Import Purchase Voucher from External file (Excel / Text)

📥💼 Importing Purchase Vouchers from Excel in Logic ERP

Importing purchase vouchers from an Excel file 📊 can help streamline data entry 🧾, minimize errors ❌, and boost efficiency ⚡. This step-by-step tutorial will walk you through the process of importing purchase vouchers into your system with ease. ✅

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🔹Step 1: Access the Import Feature

To begin importing:

1. Open the Main Menu📂.

2. Expand the Utilities🛠️ menu.

3. Select Import Purchase Vouchers from External File📁.

This section allows you to seamlessly import purchase vouchers from an external source, ensuring consistency in records🧷.

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🔹Step 2: Upload the Excel File

Once inside the import module, follow these steps to upload the Excel file containing the purchase vouchers:

1. 🔧Choose Configuration – Select the appropriate configuration that matches the format of the data you are importing. This ensures that the system correctly maps the data fields.

2. 📂Browse for File – Click on the Browse button and locate the Excel file on your system.

3. 🔄Load the Data – Click Refresh to extract and display the contents of the Excel file within the system.

After performing these steps, the system will process the file and display the extracted data📄 for your review.

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🔹Step 3: Validate the Imported Data

Before proceeding with the import, it is crucial to validate the data:

• 📋The imported bill details will be shown under the Header Details grid.

• ✅The Invalid Doc column should display "No", indicating that no errors were found in the document.

• 📑All items from the Excel sheet will be listed in the grid for review.

• 🚫If any invalid items exist, they will be displayed in a separate section. These must be corrected before proceeding further.

This validation step ensures data integrity and prevents errors in purchase records🧼🔍.

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🔹Step 4: Save the Purchase Voucher

Once the data has been validated, proceed to save the purchase voucher:

1. 🧾Enter Supplier Name – Specify the supplier from whom the purchase was made.

2. 🏢Enter Go-Down Name – If applicable, specify the warehouse or go-down where the items are stored.

3. 💾Save the Voucher – Click on Save Bill to confirm and store the purchase voucher in the system.

By completing this step, the imported purchase data is now successfully recorded in the system📌🎉.

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🔹Step 5: Verify the Imported Voucher

To ensure the accuracy of the import, verify the recorded purchase voucher:

1. Navigate to the Purchase option in the main menu and open the Purchase Voucher Window🛍️.

2. Click on the Modify✏️ button.

3. Search for the relevant bill🔎 using the provided filters.

4. ✅Confirm that the purchase voucher details match the original Excel data.

This step allows users to cross-check and confirm that all information has been imported correctly and nothing is missing 🕵️‍♂️.

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✅Conclusion

By following these steps, you can easily import purchase vouchers from Excel file 📊 to Logic ERP — saving time 🕒 and reducing errors 🧠❌and ensuring accuracy and efficiency in data entry. If any issues occur, review the invalid items section 🛑 for corrections before proceeding with the import.

Happy importing! 🎯📥