To upload/import Proforma Invoices with AI on Web, please follow below mentioned steps:
Step 1: Click on Proforma Invoices under Quotations, and click on +Create Pro Forma Invoices.
Step 2: Click on Create Pro Forma Invoices with AI.
Step 3: Click on Select Files, and upload the file.
Note: Supported file formats: PDFs, Images, CSV, or Excel files.
Step 4: Click on Add Items to Bill.
Step 5: Click on Save.
Notes:
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The data will be synced from AI using the attached file.
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The item which already exists in Swipe will display in Yellow and new items will display in Green.
- If you wish to remove any of the items, click on the remove/cancel icon.
- You can search and add existing item name.
- If your products or company have the Batch/IMEI feature enabled, the file won’t be uploaded, as we currently do not support uploading purchase bills using AI for Batch/IMEI enabled items.