Report and Barcode Designer
REPORT AND BARCODE DESIGNER
RetailGraph provides a utility named Report and Barcode Designer, which can be found in the Tool
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 RetailGraph. As same, we can make and edit the barcode formats through this utility. In RetailGraph, we can make any required changes to any existing format. And, you can also import the formats from the import/export transaction option.
Note: The changes in formats can be done as per the users requirements. Users can customize invoice format as per their convenience, for this, they have to connect with our SWIL Support Team. With the below-given process, you'll know the implementation process of invoice & barcode formatting in RetailGraph software.
There are some fixed ranges of formats i.e. Bottom, Left/Right Margin, Top Margin, in which you can set the range of format. As written below:
- A4 Full Size:
- Costume Height: 11.5 Inch
- Wight: 8 Inch
- A4 Half Size:
- Bottom: 6 Inch
- Left: 600 mm
- Right: 600 mm
- A5 Size:
- Bottom: 3.5 Inch
- Left: 1.5 Inch
- Right: 1.5 Inch
- A4th's 1/4 Size:
- Bottom: 6 Inch
- Left: 2.1 Inch
- Right: 2.1 Inch
- Landscape:
- Bottom: 432 mm
- Left: 600 mm
- Right: 720 mm
- Top: 600 mm
Here are the steps to know the process of invoice formatting:
In RetailGraph, you can import invoice format, and then you can make changes to it. Follow the below-mentioned steps to know the process:
-
Go to the Options Section>Export/
Import
data.
-
In the Transaction tab, click on the Export/Import Format.
Enter the password and open it. (To know the password contact to your service provider)
-
Select the Transaction, which you want to import in RetailGraph.
-
Now, enter the Invoice Format
name to import it.
-
Click on the Import button.
-
Select the Path
of your file from your system, and open it.
Note: Users can also import invoice format directly from the report designer section.
Reference image:
-
Go to the Tools> Report Designer
A new window of Report Designer will appear in the next slide.
Here we'll take the example to edit the sales invoice format.
-
Go to the
Round tab
that you'll see on the top of the left side of the screen.
-
Enter the
File name
which you want to edit in the
column shown on the below screen.
-
Here you can
view the formats
of RetailGraph.
-
Select the invoice and press
Enter.
Below-given image for your reference:
-
After selecting the sales invoice format, the XML file is shown on the next screen.
-
Three tabs are showing on the left side as
Field, Properties, and
Reports, respectively.
-
Click on the
Reports
tab and there you'll see some options to edit the format.
-
Click on the
WIN Sales Invoice
tab and go to the next screen.
Reference image:
-
You can edit the
Header, Detail,
and
Footer part
according to suitable variables.
-
Go to the
Data field
tab to know the variables of format.
-
You can
select any option from here and view all the variables
for formatting.
Reference image:
-
If you want to add new columns in the format, then you can easily add them from the
Fields section.
-
Go to the fields section, and click on the
Add Calculated Field.
-
After that, a
new pop-up window will appear
on the next slide.
Write the column name
which you want to add in the format.
-
And Press
OK.
-
Scroll the mouse in the format sheet where you want to add a column.
Reference image:
-
From the Properties option, you can update Font Size, Color, Layout, Border, Design, etc.
-
First, select
Column
from the format sheet and Go to the
Properties
option.
-
Now, you can update the
column from the properties section accordingly.
-
Users can also update
Font
and
Size
of column
from the above-given
Font section
in the screen.
Reference image:
-
To
Edit
the format according to the header, detail, and footer. Go to the Report section.
-
Whichever report you
select in the report section
, details of that report will be shown on the next screen.
-
For example,
To edit the invoice detail section, go to the sales invoice detail.
If you want to edit the heading name, then go to the sales invoice. Select the column and go to the Properties section to update it.
You can make any changes to reports and add a new field with the appropriate variable.
-
After making changes in invoice format, you can save the format from the given option in a
Round tab
on the l side.
Reference image:
In RetailGraph, you can import barcode format, and then you can make changes to it. Follow the below-mentioned steps to know the process:
-
Go to the
Options Section>Export/
Import
data.
-
In the Transaction tab, click on the
Export/Import Format.
Enter the password and open it. (To know the password contact to your service provider)
-
Select the Transaction
as
Print Barcode
to import the format in RetailGraph.
-
Now, enter the
format name
to import the XML file.
-
Click on the Import button.
-
Select the Path
of your file from your system, and open it.
Reference image:
-
Go to the Tools> Barcode Designer
A new window of Barcode Designer will appear in the next slide. Follow the below-given steps to know the process:
-
Select the
Barcode Format
which you want to edit from the drop-down list.
-
After that, the
format of the Barcode
shows on the below-given screen.
-
You can view all the fields in the
Barcode Fields
section.
-
From the
Properties option
, you can update Font Size, Color, Layout, Border, Design, etc.
-
First, select
Column
from the format sheet and Go to the
Properties
option.
-
Now, you can update the column from the
properties section accordingly.
Reference image:
-
You can choose formats between
WIN Format
and
DOS Format.
-
And, you can also enter
Label Width
and
Label Height
from the properties section.
-
Save
the page with the given option.
Reference image:
Note:
You can only import XML files in RetailGraph to edit the invoice format.
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