On Stock Transfer, Sales or Purchase order page, click the “oVision” button at the top, next to Create.
You will be directed to the “Upload with oVision” page. First, select your Product Matching Method — this determines how oVision will identify products in your uploaded file:
- Match by Product Name
- Match by Product Code
Change of currency is available through the Currency field.
You may enter custom instructions, or leave the field blank if not needed
After selecting the matching method and entering a custom instruction, click to browse and select a file, or drag and drop it into the box.
Click Process to let oVision read and analyze the file.
An order summary will appear based on the uploaded file. You can review, edit, or add more items.
Click the Create button to create the Stock Transfer, Sales or Purchase order A success message will confirm it was created.
You can open the newly created Stock Transfer, Sales or Purchase order by clicking the order code.