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5. Data management
Whenever the situation requires, you may import and export your invoices or catalog.
For example:
- You can use the exported invoices file to stay compliant with the fiscalization requirements in situations when there is no internet connectivity or your E-SDC is malfunctioning.
- Or you might want to import the catalog with products and prices that were predefined by your company.
- To export all created invoices stored in your journal, tap on Export in the Journal section.
- A dialog box will open, asking you to provide the name of the exported file. Enter a name and tap Export.
- Next, you will be prompted to choose the destination for saving the exported file. It can be any location, whether on your device or an external source.
- After clicking Save, you will be able to find the file in the selected storage.
NOTE:
If you are planning to delete Taxcore mobile POS app from your device, and you want to keep your journals for further use, make sure to export your invoices before deleting the app. Otherwise, your journal items will be lost.
This is what the contents of the exported DemoJournal.json look like:
- To import the previously exported invoices, select the Import option in the Journal section.
- Next, you will be asked to choose the external storage from which you want to import the list.
The Journal file ready for import should have a .json extension (for example: DemoJournal.json).
- If the import is successful, you will see the message Journal imported.
You can also export your catalog to an external file.
- From the Catalog section, click Export.
- Choose the file name and format. Click Export.
- Next, choose the destination for saving the exported file.
- After saving, you will be able to find the file in the selected destination.
NOTE:
If you are planning to delete TaxCore POS app from your device, and you want to keep your catalog items for further use, make sure you export your catalog before deleting the app. Otherwise, your catalog items will be lost.
- A catalog exported in CSV format and opened in Excel:
- A catalog exported in JSON format
[
{
"barcode": "45632187",
"count": 1.0,
"countForShow": 1.0,
"discount": 0.0,
"isAdded": false,
"isSelected": false,
"name": "Chocolate",
"price": 5.0,
"priceShow": 5.0,
"tax": [
{
"code": "E",
"isChecked": false
},
{
"code": "F",
"isChecked": false
}
],
"type": "Catalog"
},
{
"barcode": "87456321",
"count": 1.0,
"countForShow": 1.0,
"discount": 0.0,
"isAdded": false,
"isSelected": false,
"name": "Beer",
"price": 8.54,
"priceShow": 8.54,
"tax": [
{
"code": "A",
"isChecked": false
}
],
"type": "Catalog"
},
{
"barcode": "321654987",
"count": 1.0,
"countForShow": 1.0,
"discount": 0.0,
"isAdded": false,
"isSelected": false,
"name": "Coffee Espresso",
"price": 2.85,
"priceShow": 2.85,
"tax": [
{
"code": "E",
"isChecked": false
}
],
"type": "Catalog"
},
{
"barcode": "321654987",
"count": 1.0,
"countForShow": 1.0,
"discount": 0.0,
"isAdded": false,
"isSelected": false,
"name": "Plastic Bag",
"price": 0.1,
"priceShow": 0.1,
"tax": [
{
"code": "P",
"isChecked": false
}
],
"type": "Catalog"
},
{
"barcode": "043859587131",
"count": 1.0,
"countForShow": 1.0,
"discount": 0.0,
"isAdded": false,
"isSelected": false,
"name": "Cloth",
"price": 12.56,
"priceShow": 12.56,
"tax": [
{
"code": "A",
"isChecked": false
}
],
"type": "Catalog"
}
]
- To import a new catalog list of products/services, select the Import option in the Catalog section.
NOTE:
A catalog with up to 10,000 items can be imported without affecting the app's performance.
- If you already have catalog items in your app, a warning box will pop up informing you that if you proceed with the import, the current catalog items will be overwritten permanently, and asking you if you wish to proceed anyway. Tap Import to proceed.
- Next, you will be asked to choose the external storage from which you want to import the new catalog.
Catalog file ready for import must have .json or .csv extension.
- If the import was successful, you will see the message Catalog Imported.
- The items will be added automatically, and you can view them by selecting View items from the Catalog section.