How to Export or Import Carrier/ Coupons/ Narration/ Promotion Data in SwilERP

Export or Import Carrier/ Coupons/ Narration/ Promotion Data

How to Export or Import Carrier/ Coupons/ Narration/ Promotion Data in SwilERP


Basic Information

Meaning of  Carrier

Carrier is used for transportation, which means services a common carrier performs, such as loading, hauling, crating, unpacking, and incidental materials supplied to move goods and personal effects.

Meaning of 
Coupons


The businesses benefit from offering coupons, from helping to build brand loyalty to encouraging repeat business from consumers. And, Consumers pointedly look for and use coupons to save on their purchases.

Meaning of  Narration

A short explanation of each transaction is written under each entry called narration. Narration is not required in the ledger, whereas it is needed in the Journal entries. The brief explanation provides the details of Journal entry and helps understand the account debited or credited.


Meaning of  Promotion
 
A  promotion is a marketing strategy in which a business uses an offer to increase interest or demand in its product. There are many reasons why a business may choose to use a sales or purchase promotion, but the primary reason is to boost sales. To increase the products sales a business man used the sale promotion option.

In SwilERP, users can export or import the above given data in a excel format. This process saves a lot of time of users. Users can export the blank templates from the software and update them into the software through the import option. This feature saves a lot of time and allows us to import already entered data in other software or Excel.

Start with Login in SwilERP dashboard to initiate the process

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

SwilERP Dashboard Window

How to Export or Import the Data

  1. A  new window of   I m port patient opening balance   will appear in the next slide .
  2. Go to the Others section and click on the Carrier, Coupons, Narration, and Promotion you want export/ import.
  3. For example, you selected Carrier option.
  4. Click on the Export tab to export the data in excel file.
Reference image:
 
System maintenance Window

  1. While you click on the  Export  option, a new window for selecting a path   will appear on the next slide.
  2. Choose the  Path  and enter the  Name  of the file to save it.
  3. Click on the  Save  option, and an excel file will automatically open in your system.
Reference image:

Export File Window

  1. While you click on the  Import  option, a new window for selecting a path  will appear on the next slide.
  2. Choose   the  Path   where your document is saved.
  3. Click on the   Open  option to import the file.
Reference image:

Import File Window

  1. After that, you will get a   " File Has Been Imported Successfully "   message.
  2. The data will automatically update the respective masters from the selected excel sheet.

Note: Follow the above-given same process to export or import the Coupons, Narration, and Promotion data through SwilERP.

Reference image:

Success Message Window


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