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Version of 08:30, 9 December 2020 by John Ruel Montesino
Difference between revisions of "Importing Sales"
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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-bidi-font-weight:bold">On the menu bar, click on “<u>Sales</u>”. The Invoice list will be displayed.</span> |
| − | + | # <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: | + | # <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-bidi-font-weight:bold">On the downloaded template, fill-out the information needed for each columns of the template:</span> |
| − | + | ## <span class="ve-pasteProtect" style="mso-bidi-font-weight:bold" data-ve-attributes="{"style":"mso-bidi-font-weight:bold"}">The customer, item names and tax code should be existing already.</span> | |
| − | + | ## <span class="ve-pasteProtect" style="mso-bidi-font-weight:bold" data-ve-attributes="{"style":"mso-bidi-font-weight:bold"}">The TIN should have 15 characters, which includes hyphen.</span> | |
| − | + | #* <span class="ve-pasteProtect" style="mso-bookmark:_Toc55405232" data-ve-attributes="{"style":"mso-bookmark:_Toc55405232"}">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 /> | |
| − | + | # <span class="ve-pasteProtect" style="mso-bidi-font-weight:bold" data-ve-attributes="{"style":"mso-bidi-font-weight:bold"}">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> | |
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Latest revision as of 16:41, 9 December 2020
To create new Invoice by batch:
- On the menu bar, click on “Sales”. The Invoice list will be displayed.
- Click “Options” button, then select “Import Sales”. Import Sales pop-up window will be displayed.
- Download the sample template by clicking the “here” link, and open the downloaded file.
- On the downloaded template, fill-out the information needed for each columns of the template:
- The customer, item names and tax code should be existing already.
- The TIN should have 15 characters, which includes hyphen.
- Sample of filled-out Import Sales template
- 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.
