How to import historical sales data

How should you format the CSV file?

Open up the CSV file that you're going to import data from, and set up the columns like this: 

  1. Column 1: Posting Date
  2. Column 2: Item No.
  3. Column 3: Variant Code
  4. Column 4: Source No. (Sales Document No.)
  5. Column 5: Valued Quantity
  6. Column 6: Sales Amount (Actual)
  7. Column 7: Cost Amount (Actual)

How will the results be created?

For each line in the CSV file, Wiise will create two Item Ledger Entries:

  • A Sale Entry (Item Ledger Entry Type = Sale)
  • An Inventory Entry (Item Ledger Entry Type = Positive Adjmt.)