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Introduction
Quick Start
Companies
Adding a Company
Selecting a Company
Deleting a Company
Invoices & Payments
Raising an invoice
Raising a copy of an invoice
Saving an Invoice in PDF form
Editing an invoice
Selecting a customer
Product or Service Invoice?
Inserting a new item
Select an Existing Product
Select an Existing Discount
Enter a new Product Name
Enter a new Discount Name
One-Off Item
Deleting an item
Deleting an invoice
Listing invoices
Adding your logo to invoices
Printing an invoice
Printing all unprinted invoices
Previewing an invoice
Emailing an invoice
Recording a Customer Payment against an invoice
Deleting a payment
Raising a credit note
Recurring Invoices
Making an Invoice Recur
Confirm Automatic Invoices Dialog
Voiding an Invoice
Check Recurring Invoices
Making Payments
Discounts
Quotes
Creating a quote
Raising a copy of a quote
Creating an invoice from a quote
Saving a Quote in PDF form
Editing a quote
Selecting a customer
Product or Service Quote?
Inserting a new item
Select an Existing Product
Select an Existing Discount
Enter a new Product Name
Enter a new Discount Name
One-Off Item
Deleting an item
Deleting a quote
Printing a quote
Previewing a quote
Emailing a quote
Customers & Statements
Adding a customer
Editing a customer record
Deleting a customer record
Viewing a Statement
Printing a Statement
Previewing a statement
Emailing a statement
Recording a Customer Payment against an invoice
Saving a Statement as a PDF
Exporting Customer Details
Importing Customer Details
Product & Discount Records
Adding a product
Adding a discount
Editing a product or discount record
Deleting a product or discount record
Exporting Product & Discount Details
Importing Product & Discount Details
Reporting
Unpaid Invoices
Overdue Invoices
Sales by Customer
Sales by Invoice
Printing reports
Previewing reports
Emailing reports
Saving a Report as a PDF
Exporting Reports to Excel
Invoice Payment Terms
Standard Customer Messages
Selecting a Standard Message
Adding a Standard Message
Deleting a Standard Message
Editing a Standard Message
Setup
Business Details, Currency & Tax Name
Template Setup
Choosing a Template
Showing Remittance Slips
Showing Quantity and Each Columns
Configuring a Logo
Showing a PAID watermark
Setting up Page Numbers
Payment Terms
VAT/ Tax Rates
Managing Standard Customer Messages
Confirming Automatic/ Recurring Invoices
Backups
Creating a backup
Restoring a backup
Automatic Backups
Data Import/ Export
Exported Customer Details File Format
Exported Product & Discounts Details File Format

invoicing software and quoting software

Exported Product & Discounts Details File Format

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SliQ supports import and export of customer data and product data.

 

The main purpose of the data import/ export facilities is to allow synchronisation of data between installations of SliQ. For example if 2 people are using copies of SliQ on different PCs and are adding new customers and products, they can export their definitions to each other.

 

The product data exported from SliQ is in XML into a file with extension .slp. The following is an example products export file containing 2 product definitions:

 

Example Exported Products File: productsexport.slp

 

<?xml version="1.0"?>

<Products>

<ItemCodes>

   <Format>1</Format>

   <ItemCode>

     <ItemCode>Gate Posts</ItemCode>

     <UniqueID>653bf5cc-a13c-45e1-942b-39941f5a48b2</UniqueID>

     <Description>Standard Gate Posts</Description>

     <UnitPrice>10</UnitPrice>

     <ItemKind>Product</ItemKind>

     <DiscountType>0</DiscountType>

     <VATRate>

       <VATRateValue>0.00</VATRateValue>

     </VATRate>

   </ItemCode>

   <ItemCode>

     <ItemCode>Regular Purchase Discount</ItemCode>

     <UniqueID>62168948-b5da-4eb0-90a3-5ca2c2f9acc8</UniqueID>

     <Description>10% discount for regular purchases</Description>

     <UnitPrice>10</UnitPrice>

     <ItemKind>Discount</ItemKind>

     <DiscountType>0</DiscountType>

     <VATRate>

       <VATRateValue>0.00</VATRateValue>

     </VATRate>

   </ItemCode>

</ItemCodes>

</Products>

 

 

Product Details File Structure

 

The XML file contains a series of nested XML elements. These are explained in the following table.

 

Element

Description

<?xml version="1.0"?>

<Products>

<ItemCodes>

 

</ItemCodes>

</Products>

These elements must surround the list of product definitions.

<Format>1</Format>

This is the version of the format of the product details file.

 

SliQ 1.4 exports and imports files with format version 1.

<ItemCode>

...

</ItemCode>

Place each product definition inside an <ItemCode> element.

<ItemCode>Fence Wire</ItemCode>

The name of the product.

<UniqueID></UniqueID>

This is an internal value used by SliQ. If you have written product information from an external application, this value can be left out or left blank, i.e. written as:

 

<UniqueID></UniqueID>

 

Whenever SliQ imports product data it assigns a new ID so this value is effectively not used during the export/ import process.

<Description>Standard Gate Posts</Description>

The product description.

<UnitPrice>12.1</UnitPrice>

A floating point value giving the unit price of the product. Do not include a currency symbol.

<ItemKind>Discount</ItemKind>

Define whether the ItemCode is an Product or Discount.

<DiscountType>0</DiscountType>

Define whether a discount is a percentage (0) or absolute amount (1).

<VATRate>

  <VATRateValue>0.00</VATRateValue>

</VATRate>

The VAT/ Tax Rate for the product, e.g. 0.00 or 17.5.

 

 

See Also