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Presentation transcript:

The Way to Success … Sta rt Sta rt Ak Technologies Mo | Visit.

The Way to Success … General Information on Import and export of data General Information on Import and export of data Learn to use Import and Export feature in Miracle Learn to use Import and Export feature in Miracle Import and Export Tutorial Import and Export In Miracle

When a user wants to keep the same data at two different places or wants to transfer the data from one pc to another pc then one can use the import and export data. If a person is working at his office and he wants to use it at his home then he can export it into some other folder other than the installed Miracle software folder and then take this file at home and import it directly into the miracle software at home using the import feature. When a user wants to keep the same data at two different places or wants to transfer the data from one pc to another pc then one can use the import and export data. If a person is working at his office and he wants to use it at his home then he can export it into some other folder other than the installed Miracle software folder and then take this file at home and import it directly into the miracle software at home using the import feature. What is Import and Export of data in Miracle Software? 1 1 Basic of Import and Export 2 2

Address Book Export Import Transaction Import Special Cases Challan + Bill Connection Purchase + Sale Bill Connection for Serial No. Product Share Setup in Miracle

Basics of Export Main Menu Utility  Data Utility  Data Export/Import

Basics of Export - Master Main Menu Select internal if you want to export the file to the installed directory of Miracle

Basics of Export - Master Main Menu 1) If you want to export it to another location then click Other and then click the button at the end to get the list of folder 2) Click on this button to show the folder where you wan to export the file 3) Select the folder where you want to export the data file

Basics of Export - Master Main Menu Click on to send the file in the form of an attachment to the address specified in box Give the address here The zip file that is exported or send as an attachment is shown here

Basics of Export - Master Main Menu The Export Type i.e. Masters, Transaction OR Address Book has to be selected

Basics of Export - Master Main Menu In Group Name one can select All the Group Headers OR keep Selected Group Headers only

Basics of Export - Master Main Menu When Selected option is clicked it will ask you to select the Group Name. Press Enter key to select the Group Name. After selecting the Groups press Tab. When Selected option is clicked it will ask you to select the Group Name. Press Enter key to select the Group Name. After selecting the Groups press Tab.

Basics of Export - Master Main Menu Select the Area Name Select the City Name Select the Account Name Select the Product Name by clicking All OR Selected. Filtering is done according to the Account Name selected Select the Product Name by clicking All OR Selected. Filtering is done according to the Account Name selected

Basics of Import - Master Main Menu Utility  Data Utility  Data Import

Basics of Import - Master Main Menu Click this button to select the ZIP file for importing

Basics of Import - Master Main Menu Select the Account Range. If All is selected then all the Group Name will be included If Selected is used then select the group name using Enter key and then press Tab key To select all the group press asterisk (*) from key pad Select the Account Range. If All is selected then all the Group Name will be included If Selected is used then select the group name using Enter key and then press Tab key To select all the group press asterisk (*) from key pad

Basics of Import - Master Main Menu Message showing successful data import

Basics of Export - Transaction Main Menu The Export Type here is Transaction Click this Voucher List to get the list of voucher as shown in next slide

Basics of Export - Transaction Main Menu List of Voucher is shown Import Voucher List

Basics of Import - Transaction Main Menu Select the Account Range. If All is selected then all the Group Name will be included If Selected is used then select the group name using Enter key and then press Tab key To select all the group press asterisk (*) from key pad Select the Account Range. If All is selected then all the Group Name will be included If Selected is used then select the group name using Enter key and then press Tab key To select all the group press asterisk (*) from key pad

Validations while importing data - Transaction Main Menu Error while importing data This error is shown when user is trying to import data that is already imported Use Filter button to apply filter to the data Use Select button to select single item Use Select All to select all the items in the voucher Use Invert Selection when one wants to select items other than selected

Validations while importing data - Transaction Main Menu Error while importing data This error is shown when user is trying to import data with different financial year range

Connected Vouchers In Connected Voucher problems, we are discussing the case of Purchase Challan and Purchase Bill prepared. In Company A, we are preparing a Purchase Challan and this Challan will be exported to another Company B. After this in Company A, the Purchase Bill is prepared from Challan. The data from Company A is again exported to Company B. On importing the data from Company A to Company B the connection between the Purchase Challan and Purchase Bill is automatically done and the result can be seen from the subsequent reports of Challan. The Next six slides shows the screen shots of exporting the Purchase Challan and purchase bill.

Connected Vouchers (Purchase Challan + Bill) Main Menu Purchase Challan The Purchase Challan is shown here

Connected Vouchers (Purchase Challan + Bill) Main Menu Exporting Purchase Challan Here data is exported after preparing the Purchase Challan

Connected Vouchers (Purchase Challan + Bill) Main Menu The Challan i.e. exported is shown here Purchase Challan shown in Export Voucher List

Connected Vouchers (Purchase Challan + Bill) Main Menu Preparing Purchase Bill from Challan Here the Challan details are shown for preparing purchase bill

Connected Vouchers (Purchase Challan + Bill) Main Menu Exporting the Purchase Bill Exporting the Transaction, select Transaction here Click Voucher List to select the list of vouchers for export

Connected Vouchers (Purchase Challan + Bill) Main Menu Purchase Bill shown in Export Voucher List The Purchase Bill is selected here to do export

Connected Vouchers (Purchase Challan + Bill) The Next set of slides shows the import of data into Company B. First the Purchase Challan is imported and the Challan is shown in the Imported Voucher List. This Challan status can be seen from the Receipt Challan Report. Then the Purchase Bill is imported to Company B. On Importing the purchase bill, the connection is automatically set between the Purchase Challan and Purchase Bill. This shows the automatic connection between connected voucher i.e. Purchase Challan and Purchase Bill.

Connected Vouchers (Purchase Challan + Bill) Main Menu Importing Purchase Challan Here the Zip file is imported which contains the Purchase Bill Challan

Connected Vouchers (Purchase Challan + Bill) Main Menu Filtering data while importing data Here one can import one Group Name OR all.

Connected Vouchers (Purchase Challan + Bill) Main Menu Purchase Challan in Voucher List To select all records use Select All OR for Inverting Selection use Invert Selection.

Connected Vouchers (Purchase Challan + Bill) Main Menu Report Status Here it shows the imported Voucher Type and Total Transactions

Connected Vouchers (Purchase Challan + Bill) Main Menu Status of Receipt Challan in Receipt Challan Report Here it shows the Challan i.e. prepared

Connected Vouchers (Purchase Challan + Bill) Main Menu Importing Purchase Bill Click this button to Select the ZIP file to import the data.

Connected Vouchers (Purchase Challan + Bill) Main Menu Purchase Bill shown in Import Voucher List The Purchase Bill is selected here for import

Connected Vouchers (Purchase Challan + Bill) Main Menu Status of Challan Report in Receipt Challan Report The Bill No. and Date of Sale is shown here. This shows the connection between the Purchase Challan and Purchase Bill while exporting and importing of connected vouchers as connection is done automatically between the vouchers

Connected Vouchers (Serial No Wise Purchase and Sale) In Connected Voucher problems, next we are discussing the case of Purchase of Products with Serial No. and selling the same. We will see the Export and Import of the data between two companies. We will do two times the step of Exporting the data. In Company A, we will make purchase of products serial wise and then we will export the data. After exporting the data, In Company A we will do the serial no. wise sale of any one product, and then we will export the data. The Next six slides with explanations shows the screen shots of exporting the Purchase of product serial wise.

Connected Vouchers (Serial No Wise Purchase and Sale) Main Menu Purchase Bill with Serial No Serial No of product purchased

Connected Vouchers (Serial No Wise Purchase and Sale) Main Menu Exporting the Serial No. wise Purchase made Data is exported with this zip file

Connected Vouchers (Serial No Wise Purchase and Sale) Main Menu Purchase Bill shown in Export Voucher List Transaction of Purchase in Export Voucher List

Connected Vouchers (Serial No Wise Purchase and Sale) Main Menu Adding Sales Bill Selecting Serial No. for Sales

Connected Vouchers (Serial No Wise Purchase and Sale) Main Menu Data Export Zip file that contains the sale transaction

Connected Vouchers (Serial No Wise Purchase and Sale) Main Menu Export Voucher List Sales Transaction in Export Voucher List

Connected Vouchers (Serial No Wise Purchase and Sale) Next few slides shows the Import of Data. First the data is imported with Purchase Bill into Company B and then then the import list shows the purchase transaction. The second set of import shows the import of Sale bill which can be seen from the import list. The History of Serial No. will show the connection between the Purchase Bill and Sale Bill by showing its details in the History of Serial No. Report.

Connected Vouchers (Serial No Wise Purchase and Sale) Main Menu Data Import The Zip file is shown for importing

Connected Vouchers (Serial No Wise Purchase and Sale) Main Menu Import Voucher List Purchase transaction in Import Voucher List

Connected Vouchers (Serial No Wise Purchase and Sale) Main Menu Importing Data Click this Voucher List button to see the vouchers imported

Connected Vouchers (Serial No Wise Purchase and Sale) Main Menu Import Voucher List The Sales bill is shown here which will be imported

Connected Vouchers (Serial No Wise Purchase and Sale) Main Menu Serial No. History The Serial no. of selected sale object along with its details is shown here The Serial No. is shown here, the sale of which is done.

Connected Vouchers (Serial No Wise Purchase and Sale) Main Menu The Issue Date, Issue Voucher and Party Name of the Sale Bill is shown here.

Exporting and Importing Address Book Let us see the steps of exporting and importing the Address Book from one company to another company. While Exporting one can do the filtering on Area name, City name, Category and Address. Filtering option is available while importing data. Filtered data can be imported in to other company. The same filtering data is available which where there in Exporting data.

Exporting Address Book Main Menu Exporting the Address Book For exporting the Address Book, select Address Book here.

Exporting Address Book Main Menu Exporting the Address Book And Filtering can be done on City Name and Address also Filtering can be done on Area Name and Category Here the Zip file is shown which contains the data of Address Book

Importing Address Book Main Menu Importing the Address Book Select the ZIP file that was exported containing the Address Book details

Importing Address Book Main Menu Importing the Address Book Filtering can be done on any of the Address Detail while importing

The Way to Success … Thank you for using this self running demo. For any suggestions / comments, Please write to us at Repl ay Repl ay Bac k Bac k

Exporting and Importing Address Book Main Menu