How to import purchase documents to B1.lt?

FAQ / How to import purchase documents to B1.lt?

Before importing purchase documents, you need to:

A. Import client cards
B. Import item cards

Parameters → Data Import → Purchases

  1. Select the data import type and click the arrow "Next Step."
  1. In the opened window, download the data file Excel template by clicking the "Download Template" button, then click "Next Step."

For template completion, column values are specified in the B1.lt program. Pay attention to which fields are mandatory—optional fields can be left blank.

  1. Upload the prepared file.
  2. The prepared file will be imported automatically.

In the Warehouse → Purchases module, you can find the imported purchase documents.

Note: A single file can contain multiple purchase document entries.
If a purchase document has multiple purchase lines, the document number, date, supplier, and other repeating information should be filled in as many times as there are product or service lines.