BasilBook
All imports

Sales Transactions

Import sales from POS or spreadsheet. Auto-creates sale items, staff, and delivery platforms.

Pro

Supported Formats

POS Sales Report (.xlsx)

Currently supports POPOK POS (Sales with details & Daily Product Report).

More POS systems coming soon

BasilBook Template (.xlsx / .csv)

One row per line item, grouped by invoiceNumber.

.xlsx.csv

Column Reference

ColumnRequiredDescription
invoiceNumberInvoice/receipt number (dedup key)
saleDateTimeDate and time
productNameProduct name
quantityQuantity sold
grossAmountAmount before discount
netAmountAmount after discount
discount—Discount (auto-calculated if missing)
paymentMethod—
  • How the customer paid.
  • CASH — cash register
  • CARD — bank / credit card
  • QR — mobile QR payment
  • DELIVERY — delivery platform (set channel column)
  • OTHER — any other method
  • Default: CASH
channel—Delivery platform (Grab, FoodPanda)
staff—Staff name
productCode—Product code

How It Works

  • POPOK handles invoice-level + line-item discounts
  • Per-channel pricing stored separately
  • Journal entries auto-generated per invoice — see how it works at /auto-journal
  • Duplicate detection by invoiceNumber + saleItemId

API Endpoints

POST/api/sales/pos-import
POST/api/sales/import

Other Imports

PurchasesWaste RecordsExpensesStock CountInventory ItemsSale Items / ProductsVendors / SuppliersStaff MembersCategories

Ready to import sales transactions?