Overview of Client Upload

• The client upload feature in AstraERP allows users to efficiently add all clients (customers/suppliers) to the system at once. This is particularly useful for managing large clients, saving time, and reducing manual errors.

Steps to Client Data

1. **Complete an Excel template with your client information

2. Choose File

• Click on the "Choose file" button to open a file dialog.
• Select the file containing your sales data from your computer.

3. Upload File

• After selecting the file, click the "Upload" button to start the upload process.
• Wait for the upload to complete. The interface will update to show the results.

4. Review Results

• Check the Successful List tab to see the client records that were successfully uploaded.
• Check the Failed List tab to review any errors and understand why certain records failed to upload.

5. Clear File (Optional)

• If you need to upload a different file, click the "Clear" button to reset the file selection and start over.

Other Components of Sales Upload

Upload Results

1. Successful List: This tab displayss the list of succeessfully uploaaded client records
2. Failed Lists: It shows the records that failed to upload, along woth error messages explaining the reason for the failure.