Learn How to Export Transactions in SwilERP Software

Export Transactions

How to Export Transactions in SwilERP Software

Basic Information

An export transaction is a document describing the transaction in different formats to upload anywhere or shared with someone. Users can select the relative file format to export the transactions, such as XML or CSV. Users can export any transaction from the software i.e. Sales/ Purchase invoice, Debit/ Credit Note, Receipt/ Payment Entry, Reconcile stock entry, etc. 

In SwilERP, you can easily export transactions from the Import/ Export Data section in the System form. The CSV files are primarily used for exporting information, such as customer data and many more data, from your database. 

Starts with login in SwilERP dashboard to initiate the process 

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

How to Export Transaction 

  1. In the next slide will appear a new Import patient opening balance window. 

  2. Go to the Transaction section and click on Export Transaction. 

  3. Select the File format from the given options in which you want to Export the file. 

  4. Select the Transaction name from the drop-down list which you want to export. 

  5. The Entry number will automatically be filled according to the transaction series.

  6. Select the "Date Range" in which you want to export the data.  

  7. Select the Customer Name to whom you sold the product. 

  8. Similarly, select the Refer By name, if needed. 

  9. If you want to update the Tax Rate, then select it from the Tax Type column.

  10. Press OK.

  11. Tick-Mark on the options, if required: 

    1. Export All Products 
    2. Generate Separate File for Each Transaction 

As shown in below-given image: 

  1. After that, a new window will Appear for Selecting File Path to save the file. 
  2. Choose your Path and click on the Save option. 
Reference image: 

  1. After that, you will get a "Data Exported Successfully" message in a pop-up window.
  2. Press OK to continue
Reference image:

Note: In the same way, you can export Purchase Invoice by selecting a vendor name.

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