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
Last updated