We are looking at ERPNext and I’m trying to figure out how we would get the necessary data out from our old system and into ERPNext.
One key piece of data for planning is a sales history report showing, for each SKU, how many we sold by month and by year. So, for example, for SKU ABC123 we will want to see how many we sold in January 2023, February 2023, March 2023, etc up to July 2025.
I can generate the number sold by month in our old system. How can I import this sales data into ERPNext? Thanks.
In order to achieve this, you have to believe in Record to Report mechanism.
These are infact historic data which Sales Invoice doctype can single handedly records for each SKU and populate you better reports you want for previous years.
Before you start uploading sales invoices, you have to establish all master records like customers, items, item prices, warehouses and so on and then can push sales invoice import will bring you result in shape of following reports;