How to import sales documents to Site.pro?
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Accounting Software

How to import sales documents to Site.pro?

This sales import creates sales records in the program, but the product write-off is not executed. Therefore, it is not suitable for those conducting quantity accounting, as it does not reduce product quantities in the warehouse.
Before importing sales documents, you need to:

A. Import How to transfer customer cards to the Site.pro program?

B. Import How to import item (services) cards?

Parameters → Data Import → Sales

Data import sales window in Site.pro accounting program interface

  1. In the opened window, download the data file Excel template by clicking the "Download Template" button, then click the "Next Step" button.

For filling in the template, column values are provided in the Site.pro program. Pay attention to which fields are mandatory — optional fields can be left blank.

Excel template download for sales data import in Site.pro

  1. Upload the prepared file.
  2. The prepared file will be imported automatically.

In the Warehouse → Sales module, you can find the imported sales documents.

Note: A single file can contain multiple sales document entries.
If a sales document has multiple sales lines, the document number, date, customer (buyer), and other repeating information should be filled in as many times as there are service lines.

Since only services are imported, you can choose one of the common service cards and use column AD "postscript" to fill in detailed information about the sold product or service.

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