https://docs.oojeema.com/index.php?action=history&feed=atom&title=Importing_Sales
Importing Sales - Revision history
2026-04-17T16:54:35Z
Revision history for this page on the wiki
MediaWiki 1.31.9
https://docs.oojeema.com/index.php?title=Importing_Sales&diff=1903&oldid=prev
Ruel at 08:41, 9 December 2020
2020-12-09T08:41:14Z
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 08:41, 9 December 2020</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div><span style="font-size:12.0pt;line-height:115%">To create new Invoice by batch:</span></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div><span style="font-size:12.0pt;line-height:115%">To create new Invoice by batch:</span></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:bold"<del class="diffchange diffchange-inline">><span style="mso-list:Ignore">1. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span</del>>On the menu bar, click on <del class="diffchange diffchange-inline">“Sales”</del>. The Invoice list will be displayed.</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline"># </ins><span style="mso-bidi-font-weight:bold">On the menu bar, click on <ins class="diffchange diffchange-inline">“<u>Sales</u>”</ins>. The Invoice list will be displayed.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div> </div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline"># </ins><span style="mso-bidi-font-weight:bold"><ins class="diffchange diffchange-inline">Click “</ins><<ins class="diffchange diffchange-inline">u</ins>><ins class="diffchange diffchange-inline">Options</ins></<ins class="diffchange diffchange-inline">u</ins>><ins class="diffchange diffchange-inline">” </ins>button, then select <ins class="diffchange diffchange-inline">“<u>Import Sales</u>”</ins>. Import Sales pop-up window will be displayed.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:</div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline"># </ins><span style="mso-bidi-font-weight:bold">Download the sample template by clicking the <ins class="diffchange diffchange-inline">“<u>here</u>” </ins>link, and open the downloaded file.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>bold"><<del class="diffchange diffchange-inline">span style="mso-list:Ignore">2.</span</del>></<del class="diffchange diffchange-inline">span</del>> <del class="diffchange diffchange-inline"><span style="mso-bidi-font-weight:bold">Click “Options” </del>button, then select <del class="diffchange diffchange-inline">“Import Sales”</del>. Import Sales pop-up window will be displayed.</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline"># </ins><span style="mso-bidi-font-weight:bold">On the downloaded template, fill-out the information needed for each columns of the template:</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div> </div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">## </ins><span <ins class="diffchange diffchange-inline">class="ve-pasteProtect" </ins>style="mso-bidi-font-weight:bold" <ins class="diffchange diffchange-inline">data-ve-attributes</ins>="<ins class="diffchange diffchange-inline">{&quot;</ins>style&quot;<ins class="diffchange diffchange-inline">:</ins>&quot;mso-bidi-font-weight:bold<ins class="diffchange diffchange-inline">&quot;}</ins>">The customer, item names and tax code should be existing already.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"><span style="mso-bidi-font-weight:</del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">## </ins><span <ins class="diffchange diffchange-inline">class="ve-pasteProtect" </ins>style="mso-bidi-font-weight:bold" <ins class="diffchange diffchange-inline">data-ve-attributes</ins>="<ins class="diffchange diffchange-inline">{&quot;</ins>style&quot;<ins class="diffchange diffchange-inline">:</ins>&quot;mso-bidi-font-weight:bold<ins class="diffchange diffchange-inline">&quot;}</ins>">The TIN should have 15 characters, which includes hyphen.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline">bold"><span style="mso-list:Ignore">3. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span></span></del><span style="mso-bidi-font-weight:bold">Download the sample template by clicking the <del class="diffchange diffchange-inline">“here” </del>link, and open the downloaded file.</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#* </ins><span <ins class="diffchange diffchange-inline">class="ve-pasteProtect" </ins>style="mso-bookmark:_Toc55405232" <ins class="diffchange diffchange-inline">data-ve-attributes</ins>="<ins class="diffchange diffchange-inline">{&quot;style&quot;:&quot;</ins>mso-<ins class="diffchange diffchange-inline">bookmark</ins>:<ins class="diffchange diffchange-inline">_Toc55405232&quot;}</ins>"><ins class="diffchange diffchange-inline">Sample of filled-out Import Sales template</ins></span> <ins class="diffchange diffchange-inline"> [[File</ins>:<ins class="diffchange diffchange-inline">Oojeema Pro </ins>- Import Sales <ins class="diffchange diffchange-inline">CSV.png|center|thumb|640x640px|link=https://docs.oojeema.com/File:Oojeema_Pro_-_Import_Sales_CSV.png]]</ins><<ins class="diffchange diffchange-inline">br </ins>/></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div> </div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline"># </ins><span <ins class="diffchange diffchange-inline">class="ve-pasteProtect" </ins>style="mso-bidi-font-weight:bold" <ins class="diffchange diffchange-inline">data-ve-attributes</ins>="<ins class="diffchange diffchange-inline">{&quot;</ins>style<ins class="diffchange diffchange-inline">&quot;</ins>:&quot;<ins class="diffchange diffchange-inline">mso-bidi-font-weight:bold</ins>&quot;<ins class="diffchange diffchange-inline">}</ins>">After filling out the form, save it on your computer and upload it back to the system, then back to the Import Sales pop-up window, click <ins class="diffchange diffchange-inline">“<u>Import</u>”</ins>. Imported invoices will be displayed in the Invoice list.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:bold"<del class="diffchange diffchange-inline">><span style="mso-list:Ignore">4. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span</del>>On the downloaded template, fill-out the information needed for each columns of the template: </span></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div> </div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:</div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>bold"<del class="diffchange diffchange-inline">><span style</del>="<del class="diffchange diffchange-inline">mso-list:Ignore">a. <span </del>style<del class="diffchange diffchange-inline">="font:7.0pt </del>&quot;<del class="diffchange diffchange-inline">Times New Roman</del>&quot;<del class="diffchange diffchange-inline">"> </span></span></span><span style="</del>mso-bidi-font-weight:bold">The customer, item names and tax code should be existing already.</span></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div> </div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:</div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>bold"<del class="diffchange diffchange-inline">><span style</del>="<del class="diffchange diffchange-inline">mso-list:Ignore">b. <span </del>style<del class="diffchange diffchange-inline">="font:7.0pt </del>&quot;<del class="diffchange diffchange-inline">Times New Roman</del>&quot;<del class="diffchange diffchange-inline">"> </span></span></span><span style="</del>mso-bidi-font-weight:bold">The TIN should have 15 characters, which includes hyphen.</span></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline">[[File:Oojeema Pro - Import Sales CSV.png|center|thumb|640x640px]]</del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline">Figure </del><span style="mso-bookmark:_Toc55405232"<del class="diffchange diffchange-inline">><span style</del>="mso-<del class="diffchange diffchange-inline">no-proof</del>:<del class="diffchange diffchange-inline">yes</del>"><del class="diffchange diffchange-inline">6</del></span>: <del class="diffchange diffchange-inline">Sample filled</del>-<del class="diffchange diffchange-inline">out </del>Import Sales <del class="diffchange diffchange-inline">template</del></<del class="diffchange diffchange-inline">span</del>></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div> </div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:bold"<del class="diffchange diffchange-inline">><span style</del>="<del class="diffchange diffchange-inline">mso-list:Ignore">5. <span </del>style<del class="diffchange diffchange-inline">="font</del>:<del class="diffchange diffchange-inline">7.0pt </del>&quot;<del class="diffchange diffchange-inline">Times New Roman</del>&quot;"<del class="diffchange diffchange-inline">> </span></span</del>>After filling out the form, save it on your computer and upload it back to the system, then back to the Import Sales pop-up window, click <del class="diffchange diffchange-inline">“Import”</del>. Imported invoices will be displayed in the Invoice list.</span></div></td><td colspan="2"> </td></tr>
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Ruel
https://docs.oojeema.com/index.php?title=Importing_Sales&diff=1808&oldid=prev
Ruel at 00:32, 9 December 2020
2020-12-09T00:32:44Z
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 00:32, 9 December 2020</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l5" >Line 5:</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>bold"><span style="mso-list:Ignore">2. <del class="diffchange diffchange-inline"><span style="font:7.0pt &quot;Times New Roman&quot;"> </span></del></span></span> <span style="mso-bidi-font-weight:bold"<del class="diffchange diffchange-inline">><span style="mso-tab-count:1"> </span</del>>Click “Options” button, then select “Import Sales”. Import Sales pop-up window will be displayed.</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>bold"><span style="mso-list:Ignore">2.</span></span> <span style="mso-bidi-font-weight:bold">Click “Options” button, then select “Import Sales”. Import Sales pop-up window will be displayed.</span></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:</div></td></tr>
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<td colspan="2" class="diff-lineno">Line 17:</td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>bold"><span style="mso-list:Ignore">b. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span></span><span style="mso-bidi-font-weight:bold">The TIN should have 15 characters, which includes hyphen.</span></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>bold"><span style="mso-list:Ignore">b. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span></span><span style="mso-bidi-font-weight:bold">The TIN should have 15 characters, which includes hyphen.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div> </div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">[[File:Oojeema Pro - Import Sales CSV.png|center|thumb|640x640px]]</ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>Figure <span style="mso-bookmark:_Toc55405232"><span style="mso-no-proof:yes">6</span>: Sample filled-out Import Sales template</span></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>Figure <span style="mso-bookmark:_Toc55405232"><span style="mso-no-proof:yes">6</span>: Sample filled-out Import Sales template</span></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">5. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span>After filling out the form, save it on your computer and upload it back to the system, then back to the Import Sales pop-up window, click “Import”. Imported invoices will be displayed in the Invoice list.</span></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div><span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">5. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span>After filling out the form, save it on your computer and upload it back to the system, then back to the Import Sales pop-up window, click “Import”. Imported invoices will be displayed in the Invoice list.</span></div></td></tr>
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Ruel
https://docs.oojeema.com/index.php?title=Importing_Sales&diff=1806&oldid=prev
Ruel: Created page with "471x471px <span style="font-size:12.0pt;line-height:115%">To create new Invoice by batch:</span> <span style="mso-bidi-fo..."
2020-12-09T00:30:25Z
<p>Created page with "<a href="/index.php?title=File:Oojeema_Pro_-_Import_Sales.png" title="File:Oojeema Pro - Import Sales.png" data-bs-title="File:Oojeema_Pro_-_Import_Sales.png" data-bs-filename="Oojeema Pro - Import Sales.png" data-bs-filetimestamp="">center|thumb|471x471px</a> <span style="font-size:12.0pt;line-height:115%">To create new Invoice by batch:</span> <span style="mso-bidi-fo..."</p>
<p><b>New page</b></p><div>[[File:Oojeema Pro - Import Sales.png|center|thumb|471x471px]]<br />
<span style="font-size:12.0pt;line-height:115%">To create new Invoice by batch:</span><br />
<br />
<span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">1. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span>On the menu bar, click on “Sales”. The Invoice list will be displayed.</span><br />
<br />
<span style="mso-bidi-font-weight:<br />
bold"><span style="mso-list:Ignore">2. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span></span> <span style="mso-bidi-font-weight:bold"><span style="mso-tab-count:1"> </span>Click “Options” button, then select “Import Sales”. Import Sales pop-up window will be displayed.</span><br />
<br />
<span style="mso-bidi-font-weight:<br />
bold"><span style="mso-list:Ignore">3. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span></span><span style="mso-bidi-font-weight:bold">Download the sample template by clicking the “here” link, and open the downloaded file.</span><br />
<br />
<span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">4. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span>On the downloaded template, fill-out the information needed for each columns of the template: </span><br />
<br />
<span style="mso-bidi-font-weight:<br />
bold"><span style="mso-list:Ignore">a. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span></span><span style="mso-bidi-font-weight:bold">The customer, item names and tax code should be existing already.</span><br />
<br />
<span style="mso-bidi-font-weight:<br />
bold"><span style="mso-list:Ignore">b. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span></span><span style="mso-bidi-font-weight:bold">The TIN should have 15 characters, which includes hyphen.</span><br />
<br />
Figure <span style="mso-bookmark:_Toc55405232"><span style="mso-no-proof:yes">6</span>: Sample filled-out Import Sales template</span><br />
<br />
<span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">5. <span style="font:7.0pt &quot;Times New Roman&quot;"> </span></span>After filling out the form, save it on your computer and upload it back to the system, then back to the Import Sales pop-up window, click “Import”. Imported invoices will be displayed in the Invoice list.</span></div>
Ruel