Retrieve Items from Excel Sheet in Sale Bill

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How to Retrieve Items from Excel Sheet in Sale Bill?

In this tutorial, we’ll learn how to quickly retrieve items through an Excel file while generating a sales bill in Logic ERP.

Steps to Retrieve Items:

• Generate a Sales Bill

  • Open the sales bill screen and click on Retrieve Order.

  • Select Item from External File.

• Open Configuration

  • Navigate to Configuration.

  • Ensure a configuration is already created with the required details.

• Review Excel File

  • Open the Excel sheet prepared as per the defined configuration.

  • Verify that all required item details are correctly entered.

• Import Excel File

  • Browse and select the desired Excel file.

  • If multiple sheets exist, choose the required sheet.

  • Specify the Header Row, then click Refresh and OK.

• Retrieve Items

  • The items from the Excel sheet are now successfully retrieved into the sales bill.