Import Sale

Importing Sales in Zuriey POS

The Import Sale feature in Zuriey POS allows you to add bulk sales to the system efficiently. This is particularly useful for businesses that need to enter a large number of transactions at once. Below are the steps to successfully import sales using this feature.

Steps to Import Sales

1. Navigate to Import Sale:
   • Go to Sale > Import Sale in your Zuriey POS dashboard.
2. Download the Template:
   • Click on the ‘Download Template’ button to download the provided Excel template file.
3. Open and Edit the Template:
   • Open the downloaded Excel file.
   • Fill in the required details according to the instructions provided on the import sale page. Make sure to follow the formatting and data requirements specified.
4. Save the Excel File:
   • After entering all necessary details, save the Excel file.
5. Upload the File:
   • Return to the Import Sale page in Zuriey POS.
   • Click on the Choose File button to select your saved Excel file.
   • Press the Submit button to upload the file.
6. Error Handling:
   • If any errors are displayed after uploading, review the error messages carefully.
   • Adjust your Excel file according to the instructions and re-upload as necessary.

Grouping Sales Lines

• Group Sell Line By Field:
  • In the import process, you will encounter a field labeled “Group Sell Line By.”
  • This field is essential for informing the system how to group lines into a single sale.
  • For example, if you include an Invoice_Number column in your Excel file, select Invoice_Number in the “Group Sell Line By” dropdown. This ensures that all lines associated with that invoice are grouped together.

Common Issues and Solutions

"You Cannot Select a Field Twice" Issue

• If you encounter this error while importing, it typically means that you have selected the same field name for multiple columns in your import table.

Solution:

• Review your import file and ensure that each column has a unique field name. Make adjustments as necessary before re-uploading.

Skipping Columns

• If you want to remove any column during the import process, you can select the SKIP option from the dropdown for that specific column. This will allow you to exclude it from being imported without causing errors.

Summary

By following these steps, you can efficiently import bulk sales into Zuriey POS, streamlining your sales entry process. Ensure that you adhere closely to the template instructions and handle any errors promptly for a successful import experience. This feature not only saves time but also enhances accuracy in managing your sales data!