Import Sale Orders From External File

YouTube: Bulk Sale Order creation through Excel

Bulk Sale Order creation through Excel

This tutorial explains how to import multiple Sales Orders at once in Logic ERP using an Excel file. This feature eliminates manual entry, saves time, and improves efficiency by allowing bulk data upload in just a few steps.

---

Objective of This Feature

• Import multiple Sales Orders in one go

• Eliminate manual data entry

• Reduce errors and save time

• Improve efficiency in bulk order processing

---

Prepare Excel File

Data Preparation

• Create an Excel sheet with Sales Order details

• Include required columns such as:

  • Party Name

  • Item Name

  • Quantity

  • Rate

  • Company, etc.

Note

• Ensure data is accurate and properly formatted

---

Open Import Option

• Go to Main Menu

• Click on Utilities and then select Import Master Transactions from External Files

• Open "Import Sales Orders from External File"

Create Configuration

• Click on Configuration

• Enter a Configuration Name

• Press Tab

Column Selection

• Select all required columns present in the Excel file

• Selection depends on the data you want to import

Save Configuration

• Click on Refresh

• Click Save

---

Create Connection (Excel Link)

• Go to Connection

• Select Microsoft Excel

• Click on New Connection

• Enter a Connection Name

---

Select Excel File

• Choose the newly created connection

• Browse and select your Excel file

• Select the appropriate Sheet

---

Map Excel Columns

• Map Excel columns with system fields

• In Field Expression Column:

  • Press Spacebar to open dropdown

  • Select the correct column

• Click Save to store configuration

---

Import Sales Orders

• Enter Sales Order Prefix

• Browse the Excel file again

• Click on Refresh

System Behavior

• All Sales Order data will be displayed

• Click on Save to import data

---

Verify Imported Data

• Open Sales Order Module

• Check the imported entries

Result

• All Sales Orders are successfully imported

---

Key Benefits

• Saves significant time in bulk entry

• Reduces manual errors

• Simplifies large order processing

• Improves overall productivity

---

Best Practice Tips

• Always verify Excel data before importing

• Ensure correct column mapping

• Use proper naming for configurations

• Test with small data before bulk import

---

Final Outcome

• Multiple Sales Orders imported in one process

• Faster and more efficient workflow

• Accurate and structured data entry

• Better handling of bulk transactions