To upload the sales order using AI, please follow the below steps:
Step 1: Go to “Quotations+” and click on “Sales order and Click on +Create sales order”.
Step 2: Click on " Create Sales Orders with AI".
Step 3: Select the “File” and click on “Ok”.
The data will be sync from AI.
You can search and add existing item name
Note:
1.The item which already exists in Swipe will display in yellow and new items will display in green.
2.If you wish to remove any of the items, click on the remove/cancel icon.
Step 4: Click on “Add Items to Bill”.
Items are added successfully in just few minutes with Swipe AI.
Add other neccessary invoice details and proceed with creating the invoice.
Note: If your products or company have the Batch/IMEI feature enabled, the file won’t be uploaded, as we currently do not support uploading sales order using AI for Batch/IMEI enabled items.