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Data Import & Export

Import and Export SalePro Data Safely

Use the template for the current release, validate masters and warehouse scope, and test imports on a backup copy first.

Download or copy the template supplied by the current release. Prepare master identifiers, dates, quantities, decimal precision, currency/rate, tax, warehouse, batch, and variant fields exactly as required. Test on a non-production copy and keep the source file and validation errors.

Purchase imports increase stock and create purchase effects for accepted rows. Sale imports decrease authorized warehouse stock and create sale effects. Complex payments, provider settlement, imported-cost batches, and tracked identities are safer through their dedicated UI unless the template explicitly supports them.

Use report exports for filtered operational data. Confirm that export filters and totals match the on-screen server-filtered result.

Purchasing Create Purchases, Pay Suppliers, and Record Purchase Returns in SalePro

A purchase receives stock into one warehouse and creates a supplier payable; payments and returns change that payable through separate controlled workflows.

Read guide Sales Create Sales, Credit Sales, Payments, and Installments in SalePro

A completed sale consumes warehouse stock and creates revenue and customer balance effects; payments are separate reversible records.

Read guide Inventory Operations Adjust, Count, Damage, and Audit Inventory in SalePro

Inventory changes are warehouse-specific and must be verified in the Stock Ledger; accounting valuation is periodic where documented.

Read guide
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