Importing items into sales and purchases
Many of our clients have asked whether they can import a file into a sale and/or delivery.
Their workflow often involves selling or receiving the same items for a particular business partner. The import option therefore makes their work much easier. We developed this feature in response to their requests.
Importing items into operations
When importing, the uploaded spreadsheet must match the import template for the relevant operation. You can configure this under Settings – Import – Operation import templates. Predefined templates can be edited, or you can create a new one using the button „Add new template“.
When editing the template, you can specify the column order (for example „Item name“ – 1, „Quantity“ – 2, „Price“ – 3). This way, when you import a spreadsheet into a transaction, the program quickly reads its information using the specified template.
To import a file into an operation, create a new operation, then select the template and import file using the upload button.
The file will load automatically. The items, their numbers, quantities and other details match those originally entered in the spreadsheet.
If you are still unsure about a particular operation, call us at
+359 887 701 224 or by email at info@icash.bg.
