Learn How to Import Purchase Invoice in SwilERP Software

Import Purchase Invoice

How to Import Purchase Invoice in SwilERP


Introduction

In SwilERP, you can import the purchase invoice in the software using the Import/ Export data option. With this option, users manually import a CSV file of the purchase invoice in SwilERP. CSV files are mostly used for importing and exporting important information, such as customer or order data, to and from your database. This file format allows you to easily import the purchase invoice and other purchase transactions.

To know about the purchase invoice, go through the below-given reference link:

Start with Login in SwilERP dashboard to initiate the process

  1. Go to the System> Import/ Export> Import File (Data Directory)
Import FileSwilERP Dashboard Window

How to import the purchase invoice

  1. A new window of Import Patient Op. Balance will appear in the next slide.
  2. Go to the Transaction section and click on the Import Transaction.
  3. Select the File format in which you want to import the file. (Only the CSV file can import into SwilERP Software)
  4. Select the Transaction name as purchase invoice from the drop-down list.
  5. The Entry number will automatically be filled according to the transaction series.
  6. Select the Vendor Name from whom you purchased the product.
  7. If you want to update Tax Rate, then select it from the Tax Type column.
  8. If you want to update Scheme Discount Type, then you can select it from this column.
  9. Press OK.

Reference image:


purchase invoiceImport Transaction Window

  1. After that, a new window for selecting a file path will appear in the next slide.
  2. Select the file and Open it.
Reference image:

selecting a file path Import File Window

  1. While selecting the file, a Link Id's window will appear in the next slide.
  2. In which Details of Product are shown on the screen.
  3. Press OK.
Reference image:

Details of Product Notification Window


  1. After selecting all the details, Purchase Invoice Imported Successfully this message will appear.

Reference image:


Purchase Invoice Imported SuccessfullyPurchase Invoice Success Window

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