RanceLab® FusionRetail™ 6 FAQ - Is it possible to import Purchase Return from Excel file?

Answer:

You can now import all of your Purchase Return from an excel file. To use this feature please use the following steps…

Step1: Create an Excel file with the following fields.

Account	Account name of the supplier
Account Group Name	Account group name of the supplier
Location	Location name
Narration	Enter narration here, if required
Other Chgs	Other charges
Other Disc	Other Discount
Product Child ID	Child ID of the product
Purchase Rate	Products purchase rate
Qty	Return Quantity
R/O	Round off amount
Ref	Purchase reference
Ref Date	Purchase reference Date
Tax Name	Tax name
Tax Value	Tax value
UDF1 to UDF10	User Defined fields
Vch Date	Voucher date
Warehouse Name	Warehouse name

Step2: Importing the Excel file in FusionRetail 6

Note:

"ProductChild ID" and "Qty" are mandatory fields
If selected "ProductChild ID" not present in Database then no Purchase Return will be created.
If Supplier name is not present in the database, new Supplier will be created from here.
If "Supplier Specific Return = Yes" then the Supplier you selected and the Supplier of the “ProductChild” must be the same, otherwise it will not get imported.
If "Supplier Specific Return = No" then it will Import all the suppliers you selected.
If no supplier selected then it will import according to the "Supplier" of the ProductChild.
New Product will not be imported from here.
If you enter "Rate" in excel file, then this will take that "Rate", otherwise it will take "Rate" from "ProductChild ID”.
If "Allow Return Without Purchase = No", then the ProductChild you Select must be from "Purchase".
Selected Warehouse will be imported from here. If No Warehouse selected then default warehouse will be imported. If the selected warehouse is not present in the database new Warehouse will be created from here.