Upload wholesale sales manually

Use this guide to effectively upload your wholesale sales into Green Check

Uploading Wholesale Sales Data to Green Check

Table of Contents

1. Overview

2. Before You Start: Understand the Green Check Fields

3. Uploading Your Sales Data
   • Option A: Upload a File (Recommended)
   • Option B: Manually Enter Sales Data
4. Troubleshooting Issues
5. Requesting a POS Integration
6. Sample File 

Overview

To report wholesale sales in Green Check, you will upload data for each invoice payment your business receives.

Each invoice payment must reference a specific invoice, but it is not the same as an invoice itself. If an invoice is paid in multiple installments, each payment is reported separately while still referencing the same invoice.

Therefore, you should upload sales data when a payment is received for an invoice—not necessarily when the invoice is created. If an invoice is paid in full at the time of creation, you will report it on the same day; otherwise, each payment should be uploaded as it occurs.

Before You Start: Understand the Green Check Fields

 

 

Field Name	Definition	Format
Date *	Date the invoice was created	Required, eg. 2021-02-27
Invoice Number *	Unique identifier for the invoice	Required, alphanumeric
Customer *	Customer name	Required, alphanumeric
Product	Name of the product sold	Optional, alphanumeric
Quantity	Quantity of product sold, in units	Optional, numeric
Price	Price of the product sold	Optional, numeric
Memo/Description	Note on the invoice	Optional, alphanumeric
Invoice Total *	Total amount of the invoice	Required, numeric
Payment Date	Date the payment was received	Defaults to Date if not provided, eg. 2021-02-27,
Payment Type	Cash, Check, ACH, Debit or Credit	Defaults to Cash if not provided
Payment ID	Unique ID of the payment, separate from invoice number	Auto-generated if not provided
Payment Amount *	Payment amount received	Required, numeric
Open Balance *	Remaining balance on invoice	Required, numeric

 

Uploading Your Sales Data

You have two options to upload your wholesale sales data to Green Check:

Option A: Upload a File (Recommended)

If your wholesale management system allows you to export a report of your invoice data, you can upload the file directly to Green Check.

If you are not able to export a wholesale sales report, you can download, fill out, and upload this template instead:

Download Template File

If you cannot export a report from your invoice tracking system, you can use our template:

• Download template file (.xls)
• Download template file (.csv)

Steps to Upload a File

1. Log into your Green Check account at app.greencheckverified.com.

2. From your Dashboard, click Manual Upload.

3. Click Upload data from file. A file browser will open for you to select your file. Acceptable file formats include .csv, .tsv, .xls, .xlsx, and .txt.

4. Match your column headers (Incoming Fields) to the standard Green Check fields (Destination Fields). Most will auto-match, but you can adjust using the dropdown menus. Then click Continue.

   • This matching process only needs to be done once. Future uploads will be automatically mapped and will remember your selections.

5. Begin reviewing your file. You'll be able to see valid and invalid rows. 

   • Red-highlighted cells indicate errors that should be addressed before submission.

6. If you have no validation errors, click Submit All Data. This will save and submit every row in your file!
7. If there are invalid rows, no need to worry. You can either fix these rows OR click the  Submit Valid Rows Only button to submit the rows that have no errors:
   • Important note: We will only submit the valid rows upon submission. If you have invalid rows, those will remain in the upload window for you to fix after the initial submission, if needed.

8. You will receive a notification about the status of your sales upload shortly.

Option B: Manually Enter Sales Data

1. Log into your Green Check account at app.greencheckverified.com.

2. From your Dashboard, click Manual Upload.

3. Enter your wholesale sales data directly into the upload window.

   • Red-highlighted cells indicate validation errors that should be addressed before submission.

4. If you have no validation errors, click Submit All Data. This will save and submit every row in your file!

5. If there are invalid rows, no need to worry. You can either fix these rows OR click Submit Valid Rows Only to submit the rows that have no validation errors:

   1. Important note: We will only submit the valid rows upon submission. If you have invalid rows, those will remain in the upload window for you to fix after the initial submission, if needed.

6. You will receive a notification about the status of your sales upload shortly.

Troubleshooting Issues (File Type and Required/Optional Fields)

Ensure your file meets the following requirements:

• The file must be in .csv, .tsv, .xls, .xlsx, or .txt format.

• Ensure all required (*) fields are included:

  • * Date: Invoice date; accepted formats are M/DD/YY or MM-DD-YYYY 00:00:000.

  • * Invoice Number: Unique identifier for the wholesale transaction.

• • * Customer: Name of the purchasing business.

  • * Invoice Total: Total amount of the invoice. 

  • * Open Balance: Remaining balance on invoice.
• Here is the full list of optional fields with definitions:
  • Product: Name of the product sold.
  • Quantity: Quantity of product sold, in units.
  • Price: Price of the product sold.
  • Memo/Description: Note on the invoice.
  • Payment Date: Date the payment was received.
  • Payment Type: Cash, Check, Debit or Credit.(Defaults to Cash if not provided)
  • Payment ID: Unique ID of the payment, separate from invoice number. (Auto-generated if not provided)
  • Payment Amount: Payment amount.
    
    

Requesting a POS Integration

Want an easier way to upload sales data? Copy and paste this email to request an integration with your wholesale management system:

Sample File

• Download sample file (.xls)
• Download sample file (.csv)