Customer Invoice is a document made by a seller which specifying the details about the products/services ordered by a customer. Seller/Users can upload the customer invoice/order by bulk using CSV file in order to proceed multiple customer invoices at one process.
There are several conditions that require users to import orders via CSV files :
Old Customer Invoice
When there is an old order or the order has not been inputted into the system.
POS System Migration
When a new user uses DealPOS and has previously used other POS systems, then they want to import order data from the previous POS system.
Unsynced Marketplace Orders
When the marketplaces server is having trouble and causes orders not to be automatically downloaded to DealPOS.
Read the following steps to import orders via CSV files:
Step 1. Go to Orders then Click Import
Step 2. Download CSV Template
Notes:
After you click the download template button you can see the sample CSV file.
Step 3. Edit CSV File Data Based on Your Order, then Save the File
Index Properties
Column | Description |
Number | The number of invoices |
Outlet | The name of the Outlet |
Date | Date of making |
Due Date | Due Date of Invoice |
Sales Person | Sales Person name creating this transaction |
Customer | Customer Name |
Customer Email | |
Mobile | Customer Mobile Number |
TaxType | Tax name in your system |
Code | Code which is used to uniquely identify a variant |
Quantity | Quantity of product in your transaction |
UnitPrice | The price you want to sell to your customer |
Discount | A discount on the product |
Note | Additional note |
Payment Method | The way that a buyer chooses method of payment |
PaymentAmount | The sum of payment |
Step 4. Choose a CSV File to Upload
Step 5. Upload CSV File and Click Next
Step 6. Preview Import invoice
If you input a new customer, the preview will show that this customer has just been created.
Step 7. The invoice was Successfully Imported
Step 8. Recheck Uploaded Order in Order List
Related Articles
To configure customer invoices, you can check this article Customer Invoice Printing Configuration
If you want to see customer invoice update history you can check this article How to see Update History Customer Invoice
If you want to write off customer invoices, you can check this article Write off Customer Invoices
If you want to import & export orders by JSON you can also check this article How to Import & Export Order by JSON
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).