How to use import option in sales?
Utilizing the import option in sales within billing software significantly streamlines the process of data entry.
To initiate this efficient process, start by accessing the software interface. Then, locate the import feature, often indicated by an “Import” button. Click on this button, and subsequently, select the file containing your sales data, typically in CSV or Excel format. Proceed to map the fields in your file to the corresponding software categories, such as product names and prices. Once the mapping is confirmed, the software automatically imports the data, swiftly and accurately updating your sales records. This approach not only saves time but also reduces manual errors, ensuring the seamless integration of large volumes of sales data into your billing system.
- Select C:\Program Files (x86)\ Logicview It Solutions\ logicviewerp\ logicviewerp
- Once check sample salesimp excel file and prepare your sales records
- Copy and paste on desktop
- Open logicview erp application
- Log into the application
- Open the company
- Click on sales menu
- Click on manage sales option
- Click on import tool strip
- Note: you must create ledger/accounts before import
- Select prepared sales excel file ex: salesimp.xls
- Click on open
- Click on ok