# Import Sale Orders From External File

**YouTube:** [Bulk Sale Order creation through Excel](https://www.youtube.com/watch?v=JYiYR41TN5E\&t=52s)

## 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**

<figure><img src="/files/sTuw6bYRk03SBk6UkeCD" alt=""><figcaption></figcaption></figure>

* Enter a **Configuration Name**

<figure><img src="/files/htRVfSssdCo6yzKafjOs" alt=""><figcaption></figcaption></figure>

* Press **Tab**

**Column Selection**

* Select all required columns present in the Excel file
* Selection depends on the data you want to import

<figure><img src="/files/MRmkwmypHTTd0Sta8Uhz" alt=""><figcaption></figcaption></figure>

**Save Configuration**

* Click on **Refresh**

<figure><img src="/files/CKKiJRUxWjkgMUOuo9dn" alt=""><figcaption></figcaption></figure>

* Click **Save**

<figure><img src="/files/Mg2oqiT716PjItxV7iCt" alt=""><figcaption></figcaption></figure>

***

### **Create Connection (Excel Link)**

* Go to **Connection**
* Select **Microsoft Excel**

<figure><img src="/files/vyGdgAi32NkkJjnwn4Kz" alt=""><figcaption></figcaption></figure>

* Click on **New Connection**
* Enter a **Connection Name**

<figure><img src="/files/vS7Ll1mJhtruKamu6Hbv" alt=""><figcaption></figcaption></figure>

***

#### **Select Excel File**

* Choose the newly created connection
* Browse and select your **Excel file**

<div><figure><img src="/files/zKa2QU0ZzkuiXHvuKXQJ" alt=""><figcaption></figcaption></figure> <figure><img src="/files/dut54t0WcHvdqu9upS7a" alt=""><figcaption></figcaption></figure></div>

* Select the appropriate **Sheet**

<figure><img src="/files/jbyjMxz5R4OiOdTfHWiq" alt=""><figcaption></figcaption></figure>

***

#### **Map Excel Columns**

* Map Excel columns with system fields
* In **Field Expression Column**:
  * Press **Spacebar** to open dropdown
  * Select the correct column

<figure><img src="/files/JFr8GWGZU5w5p4kkHmni" alt=""><figcaption></figcaption></figure>

* Click **Save** to store configuration

***

#### **Import Sales Orders**

* Enter **Sales Order Prefix**

<figure><img src="/files/osQ91jqHM6w1peSNkpuY" alt=""><figcaption></figcaption></figure>

* Browse the Excel file again
* Click on **Refresh**

<figure><img src="/files/TSdXr0JK8o3ND48Q1nRQ" alt=""><figcaption></figcaption></figure>

**System Behavior**

* All Sales Order data will be displayed

<figure><img src="/files/lij4X3vz4HYz0oyR4FNy" alt=""><figcaption></figcaption></figure>

* Click on **Save** to import data

***

### **Verify Imported Data**

* Open **Sales Order Module**
* Check the imported entries

<div><figure><img src="/files/cuh75Lo6dosFZc3TblbS" alt=""><figcaption></figcaption></figure> <figure><img src="/files/qbtDjZDiUuakonbZBdef" alt=""><figcaption></figcaption></figure></div>

**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


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