Learn How to Export/Import Report & Barcode Formats in SwilERP Software

Export/Import Report & Barcode Formats

How to Export/Import Report & Barcode Formats in SwilERP


Meaning of Report and Barcode Format

A Report format refers to an invoice format. Invoice format simply directs to the layout of an invoice's different sections. An invoice format breaks an invoice down into different parts, allowing you to arrange it better while also ensuring that you include all of the mandatory invoice fields.

Barcode formats are commonly based on linear numeric, linear alpha-numeric, and 2-dimensional designs. Each of these significant formats has seen adoption in particular applications that can take advantage of their unique qualities.
 

What is the purpose to export/import report & barcode format

In SwilERP, you can easily export or import formats from the Import/ Export data section in the system form. This option helps you to design formats at your convenience. SwilERP provides a utility named Format Designer, which can be found in the Utility module. In Report Designer, we can create and edit formats of invoices/transactions/reports like sales invoices, Sales credit notes, Purchase invoices, and many more, which are given in SwilERP software.

With SwilERP, we can make any required changes to any existing format. And, you can also import the formats from the import/export transaction option.

Start with login in SwilERP dashboard to initiate the process

  1. Go to the System> Import/ Export data> Import Patient Opening balance.
Reference image:

Import Patient Opening balanceSwilERP Dashboard Window

How to Export or Import Report format

Before starting the process, kindly note that this option will ask for a password while opening the window. To enter the password, kindly contact your local service provider or make a ticket on support.swildesk.com.
  1. A new window of Import patient opening balance will appear in the next slide.
  2. Go to the Transaction section and click on the Export/ Import Format option.
  3. First, select the Transaction name which you want to export or import through SwilERP.
  4. Select the Invoice Format from the drop-down list. (Here you will see only relevant formats of the selected transaction)
  5. Click on the options:
    1. Import: To Import the Invoice format in your system click on this option.
    2. Export: To Export the invoice format from your software click on this option.
  1. For example: You selected export option to export the invoice format.
  2. After that, a window will appear to select the File Path to save it.
  3. Enter the File Name and click on the Save option to export the format.
As shown in the below-given image:

export the invoiceSwilERP Dashboard Window

  1. After saving the window, you will get a "Format File Exported Successfully" message.
Note: To import the invoice format, you need to follow the same process. Click on the import option and select the file path where your file is saved, select and open it.

Reference image:

Format File Exported SuccessfullySuccess Message Window

How to Export or Import Barcode format

To export or import the barcode through SwilERP, follow the same process as you followed in the above-given information of export/import report format.
  1. After that, go to the same option of Export/ Import Format.
  2. Select the Transaction as Print Barcode to export or import the format through SwilERP.
  3. Enter the File Format from the drop-down list. (Here you will see only relevant formats of the selected transaction)
  4. Click on the options:
    1. Import: To Import the barcode format in your system click on this option.
    2. Export: To Export the barcode format from your software click on this option.
  1. For example: You selected Import option to import the barcode format.
  2. After that, a window will appear to select the File Path where your file is saved.
  3. Select and Open the file.
As shown in the below-given image:

Export or Import Barcode formatImport File Window

  1. After opening the file format, you will get a "Format File Imported Successfully" message.

Note: To Export the barcode format, you need to follow the same process. Click on the export option and select the file path where you want to save your file, and save it.

Reference image:
 
Success Message Window

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