Difference between revisions of "Importing Sales"

(Created page with "center|thumb|471x471px <span style="font-size:12.0pt;line-height:115%">To create new Invoice by batch:</span> <span style="mso-bidi-fo...")
 
 
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<span style="font-size:12.0pt;line-height:115%">To create new Invoice by batch:</span>
 
<span style="font-size:12.0pt;line-height:115%">To create new Invoice by batch:</span>
  
<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>
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# <span style="mso-bidi-font-weight:bold">On the menu bar, click on “<u>Sales</u>”. The Invoice list will be displayed.</span>
 
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# <span style="mso-bidi-font-weight:bold">Click “<u>Options</u>” button, then select “<u>Import Sales</u>. Import Sales pop-up window will be displayed.</span>
<span style="mso-bidi-font-weight:
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# <span style="mso-bidi-font-weight:bold">Download the sample template by clicking the “<u>here</u>” link, and open the downloaded file.</span>
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>
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# <span style="mso-bidi-font-weight:bold">On the downloaded template, fill-out the information needed for each columns of the template:</span>
 
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## <span class="ve-pasteProtect" style="mso-bidi-font-weight:bold" data-ve-attributes="{&quot;style&quot;:&quot;mso-bidi-font-weight:bold&quot;}">The customer, item names and tax code should be existing already.</span>
<span style="mso-bidi-font-weight:
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## <span class="ve-pasteProtect" style="mso-bidi-font-weight:bold" data-ve-attributes="{&quot;style&quot;:&quot;mso-bidi-font-weight:bold&quot;}">The TIN should have 15 characters, which includes hyphen.</span>
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>
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#* <span class="ve-pasteProtect" style="mso-bookmark:_Toc55405232" data-ve-attributes="{&quot;style&quot;:&quot;mso-bookmark:_Toc55405232&quot;}">Sample of filled-out Import Sales template</span> [[File:Oojeema Pro - Import Sales CSV.png|center|thumb|640x640px|link=https://docs.oojeema.com/File:Oojeema_Pro_-_Import_Sales_CSV.png]]<br />
 
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# <span class="ve-pasteProtect" style="mso-bidi-font-weight:bold" data-ve-attributes="{&quot;style&quot;:&quot;mso-bidi-font-weight:bold&quot;}">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 “<u>Import</u>”. Imported invoices will be displayed in the Invoice list.</span>
<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>
 
 
 
<span style="mso-bidi-font-weight:
 
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>
 
 
 
<span style="mso-bidi-font-weight:
 
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>
 
 
 
Figure <span style="mso-bookmark:_Toc55405232"><span style="mso-no-proof:yes">6</span>: Sample filled-out Import Sales template</span>
 
 
 
<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>
 

Latest revision as of 16:41, 9 December 2020

Oojeema Pro - Import Sales.png

To create new Invoice by batch:

  1. On the menu bar, click on “Sales”. The Invoice list will be displayed.
  2. Click “Options” button, then select “Import Sales”. Import Sales pop-up window will be displayed.
  3. Download the sample template by clicking the “here” link, and open the downloaded file.
  4. On the downloaded template, fill-out the information needed for each columns of the template:
    1. The customer, item names and tax code should be existing already.
    2. The TIN should have 15 characters, which includes hyphen.
    • Sample of filled-out Import Sales template
      Oojeema Pro - Import Sales CSV.png

  5. 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.