How to upload sales data

Hi all,

our offline store opened 2 weeks ago and we want to upload all the sales data (that we collect in Excel at the moment) in ERPNext.
I don’t really understand how that works.
Which Type of Document do I have to choose in the Data Upload Template?
Is it possible to upload the sales data at all?

Thanks in advance,
Gloria

Hello,

If you want to update all the sales made in these two weeks, it should be created as a sales invoice in your ERPNext account.

Check following link to learn how data import tool works in ERPNext.

Use this tool to create Sales Invoice (with Is POS checked).

If you have not created POS Invoice, perhaps you should create one manually, so that it will help in defining values in the excel file of Sales Invoice.

https://erpnext.org/docs/user/videos/learn/retailers.html

1 Like