How To: Import Manual Sales
When sales occur outside of Yellow Dog, importing them in bulk helps you quickly and accurately add those transactions to Yellow Dog.
Find an import template attached below
You must have permission to:
View and edit manual sales
Import manual sales
- Go to Item Management > Manual Sales.
- Select Import Records in the bottom-right corner.
- Next to Import File, select the three-dot menu and choose the sales file from your computer.
Note: Yellow Dog recommends importing CSV files instead of Excel files to avoid formatting issues.- Configure the column headers:
- Right-click each column header.
- Select the corresponding Yellow Dog field.
- Required fields include Date, SKU, Quantity, and Retail.
- Optional fields include Discount and Reference.
- Review the data to confirm it’s mapped correctly.
Figure: Example of the import screen with columns mapped
- Select Import in the bottom-right corner.
- When the import completes, select Close.
- Select Refresh Data at the top of the page to view the imported manual sales.
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