We will explain how to import sales slips into Yayoi Hanbai.
How to import sales slips into Yayoi Sales (steps)
- From the Reference menu bar in Yayoi Sales, make sure there is nothing in the Previous Sales Slips.
- After checking, select File ➤ Import ➤ Select Import Transactions.Transactions.
- Select Next, make sure that Import Slips is checked, and then
- Set the document to be imported as Sales document and select the file you want to import from Reference. (The file must be in Yayoi Hanbai import format.)
- Next ➤ Select “Yes”.
- Select CSV (comma) separated as the text format and click Next.
- Check that the information you want to import is listed in each field and select Create.
You can import sales documents using the above method.
■ Introducing the Yayoi Hanbai Automatic Import Tool
If you want to automatically import multiple sales slips and product ledgers at once, we recommend the “Yayoi Hanbai Automatic Import Tool.”
The Yayoi Hanbai Automatic Import Tool is a tool that automatically imports multiple CSV files, such as sales slips and product ledgers, into Yayoi Hanbai. In addition, you can perform import work even while other Yayoi Hanbai users are logged in, which greatly contributes to business efficiency.
For details, please visit our website. ➤ Yayoi Hanbai Automatic Import Tool
If you want to streamline the process of converting product ledgers and sales slips into the Yayoi Sales import format, click here ➤ Order data conversion import module for mail order
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