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: 

Import Patient Opening Balance


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: 


Export Transaction


  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: 

 Appear for Selecting File Path


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

Data Exported Successfully


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


      • Related Articles

      • Sales Transaction Report

        How to View Sales Transaction Report in SwilERP (RetailGraph) In this article, we'll discuss regarding sales transaction report. In this, users can view every transaction report related to the sales. The Sales Transaction report in SwilERP enables ...
      • Analysis of Sales Transaction

        How to Do Sales Analysis in SwilERP Enterprise This report provides a comprehensive overview of sales transactions, categorizing them by customer bills. You have the flexibility to adjust details for better comprehension, such as utilizing pivot ...
      • View Purchase Transaction Report

        How to View Purchase Transaction Report in SwilERP (RetailGraph) Meaning of Purchase Transaction. Purchase Transaction means all transaction which is happened at the of purchased time, such as purchase, purchase return, purchase challan, purchase ...
      • Inquire Transactions Details

        How to Inquire Transaction in SwilERP Software What is Inquire Transaction? The INQUIRE TRANSACTION command retrieves information about a particular transaction of SwilERP. The inquire transaction lets you view the details according to the selected ...
      • Reposting of Transactions Data

        How to do Reposting of Transaction Data in SwilERP (RetailGraph) What is Reposting? Reposting is used to re-post or reconcile transaction data from the SwilERP software. Selecting the date range allows you to easily reconcile transactions of a ...