How to Export & Import Sales Invoice in CSV format in Unisolve

How to Export & Import Sales Invoice in CSV format in Unisolve


How to Export & Import Sales Invoice in CSV format in Unisolve

CSV is a simple file format used to store tabular data, such as a spreadsheet or database. Files in the CSV format can be imported to and exported from programs that store data in tables, such as Microsoft Excel or Open Office Calc. CSV stands for "comma-separated values".

In this article we have explained you how to Export & Import Sales Invoice thorough CSV File in Unisolve. 

Export Sales Invoice CSV:

For this please open Sales menu & select Invoice Export/ Import & select in export Sales Invoice Sales Export (Csv) & Sales Export (Csv(GST))  & Use fully option Sales Import one company to Second company same invoice transfer Sales Import (Csv) option. Image as per below:


After open this option software opens some parameters to Export Sales Invoice CSV File in our Software. Following some parameters open by software:

  1. Date From: In this caption software auto pick Current Start year Date & Current  Date, If you wants to Export Sales Invoice in other Date then please mention Date manually.
  2. Select Series: In this caption software auto pick “C” series for Wholesales Invoice. If you have used Multiple Series option then mention other series as per your requirement. 
  3. Inv No From: In this caption software auto pick invoice number for Date range according. If you have used Enter invoice number option as per your requirement. 
  4. Export to: In this caption you can select path which you have saved CSV File which you wants to Export in Sales Invoice. 
  5. Party Name: In this caption software auto blank customer name, if you want to Export Sales Invoice in Particular Party then please select party name. 




Import Sales Invoice CSV:

Normally a sales invoice from one company is imported as purchase invoice in another company. But in pharmaceuticals, sometimes the purchase invoice whole goods are sold as is and in Unisolve we provide you option to export purchase invoice csv file and import it as sales invoice csv file. It will help you in reducing your data entry job for such cases. To export purchase invoice csv file, you can go to purchase menu and select export purchase invoice(CSV) option. 

For this please open Sales menu & select Invoice Export/ Import & select option in  Sales Import(CSV) & Use fully option Sales Import one company to Second company same invoice transfer Sales Import (CSV) option. Image as per below:


After open this option software opens some parameters to Import Sales Invoice CSV File in our Software. Following some parameters open by software:

  1. Entry Date: In this caption software auto pick Current Date, If you wants to Import & Enter Sales Invoice in other Date then please mention Date manually.
  2. Party Name: In this caption you can enter Customer Name which send you Customer Invoice CSV file. 
  3. Sales Tax Type: In this caption software auto pick blank Tax Type, In that case software auto pick Products Tax Type which you already entered in Product Master. If you wants to enter any Tax Type in this caption, then software Import all Products in Single Tax Type in Sales Invoice which you entered in this caption. 
  4. Import From: In this caption you can select path which you have saved CSV File which you wants to Import in Sales Invoice. 
  5. File List: After select Import from Path, please open File List & select particular file which you wants to Import in Sales Invoice. 
  6. Import As: In this caption software auto shows Wholesales Invoice. If you want to Import CSV File in Distribution Invoice, Transfer Invoice & Sales Order then please select as per your requirement.  
  7. Import Series: In this caption software auto pick “C” series for Wholesales Invoice. If you have used Multiple Series option then mention other series as per your requirement.
  8. Format Name: In this caption, if your Customer sends your Sales CSV File in Standard Format (AIOCD Format) then not required any selection in this caption. If your Customer sends your Sales Invoice CSV in other format then first you send it to our Customer Care, then we will send you a new format. After that you can Import this format & select that time this CSV Format when you Import particular this Customer’s Sales Invoice CSV File.



After above process, Software open Product table for mapping with your Product Master. You can map all products with Customer Products. Image as per below: 


After that software Import & make your Sales Invoice. After that you can check your Sales Invoice (Like: Customer Name, Invoice date, Qty., Batch, Sales Rate, Expiry, MRP etc.). 


If you require support please read:  How to get online support (Guide & Video)


Thanks



SWIL Team





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