⬜ Sales Import in AurPOS

AurPOS provides a powerful tool for importing wholesale sales data in bulk using Excel files, making it easier to register multiple sales transactions at once while saving time and effort.

✅ What is the Sales Import Feature?

This feature allows you to upload a large number of wholesale sales records into the system using a structured Excel file, instead of entering each sale manually.

✅ Steps to Import Wholesale Sales

To add sales data through import:

➤ Go to: Sales → Import Sales

➤ Click the "Download Sheet Template" button to download the Excel template.

➤ Open the file and fill in the required data according to the instructions shown on the Sales Import page.

➤ After filling out the file, save it as an Excel file, then:

• Click "Choose File" to upload it.

• Then click the "upload and review" button.

✔ The data will be uploaded and processed by the system automatically.

✨ Important Note:

If any errors appear during upload, make sure the data in the file matches the required format.

Review the displayed messages, correct the data, and re-upload the file.

✅ Explanation of the "Group Sale Line By" Field

When uploading the file, you'll find a field called "Group sale line by".

This field is used to specify which rows in the file belong to the same sales transaction.

Example:

If you added a column called Invoice_Number in the Excel import file, and some rows share the same number, this means those rows are part of the same invoice.

In this case, you must select Invoice_Number from the dropdown menu under "Group sale line by" so the system knows to group these rows into a single sale.

❗ "You Cannot Select the Field Twice" Issue – and the Solution:

This issue may occur if you assign the same field name to multiple columns in the import table.

✔ Solution: Make sure each column in the file is assigned to a unique option when uploading. Do not assign the same field more than once.

✅ Skipping Unwanted Columns

If you don’t want to use a specific column during import:

➤ Choose "Skip" from the dropdown menu for that column.

➕ This allows you to proceed with the upload even if not all columns are mapped.

✳️ Tip:

Use the Sales Import feature in AurPOS when entering wholesale invoices or migrating data from a previous system to simplify and speed up data entry.