How to bulk import Item information into sales orders

How to bulk import Item information into sales orders

Sales orders support importing Item information via Excel spreadsheets.

Download Sales Order Import Template

Click [Sale] - [Sale invoice] - [Add Sales invoice] - [AI-powered quick Order processing], then click [Excel recognition] - [Download Template]

Import Sales Order Template

Fill in the sales information in the template, return to the Zhihuiji system, click [Click or drag to upload files], then click [Start Recognition]. Check if the identified Item information is correct; if there are no errors, click [Entering documents]. Verify the accounts receivable and actual received amounts, then save once confirmed correct.

Items marked "Required" on the sales Item information template are mandatory; other fields are optional. The system will automatically match Item information after import.