How to Create Bulk Purchases in Desktop POS

This article will guide you through the steps to create bulk purchases in your Desktop POS system. By using a CSV file, you can quickly and efficiently add multiple purchase entries at once, saving time and reducing manual data entry errors.

Steps to Create Bulk Purchases

Step 1: Download the Sample CSV File

1. Log in to your Desktop POS system.
2. Navigate to the Purchases section in the main menu (Menu>Product>Bulk Purchase)
   
3. Click on Bulk Purchase to access the bulk upload feature.
4. Click on the Download CSV Format button to download a template CSV file. This file will serve as a guideline for entering your bulk purchase data.
   

Step 2: Fill in the Sample CSV File

1. Open the downloaded Sample CSV file in a spreadsheet program like Microsoft Excel or Google Sheets.
2. You will see columns matching the following fields:
   • Barcode: The unique barcode for each product.
   • Name: The name of the product.
   • Rate: The price per unit.
   • Quantity: The number of units being purchased.
   • AmountPaid: The total amount paid for the purchase.
   • QuantityReceived: The number of units received.
   • SupplierCode: The unique code for the supplier.
   • PurchaseDate: The date of the purchase (format: YYYY-MM-DD).
3. Enter the relevant details for each product in the appropriate columns.
4. After completing the data entry, save the file as a CSV.
   

Step 3: Upload the CSV File

1. Return to the Bulk Purchase section in your Desktop POS system.
2. Click the Import CSV button.
3. In the upload dialog, click Browse to locate and select the completed CSV file.
4. Once selected, click Upload to start processing the file.

Step 4: Review and Confirm Purchases

1. After uploading, the system will display a summary of the purchase data.
2. Review this summary to ensure that all information is accurate.
3. If everything is correct, click Confirm to finalize the purchases.
4. If there are errors, the system will notify you, allowing you to correct and re-upload the CSV file.

Step 5: Finalize and Complete

1. After confirmation, the purchases will be recorded in your system.
2. You can view the details in the Purchases section under Daily Purchases.

Tips and Best Practices

• Use the sample template: Always base your CSV on the provided sample to avoid formatting issues.
• Backup your work: Save a copy of your CSV file for future reference.

Following these steps will help you efficiently manage bulk purchases in your Desktop POS system. If you need further assistance, feel free to reach out to our support team.