While our forums are being built, here is a list of the most Frequently Asked
Questions.
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- How do I export data ?
- How do I import data from other programs ?
- How do I backup my data ?
- Is there a Mass Mailer function ?
- How do I find a running total for my sales ?
- My Inventory does not deduct products when I make
an invoice.
- Are you looking for distributors ?
To export data to be used in another application:
1.. Choose the File menu > "Export Records".
2. From the "Export Records to File" dialog box, type a name and
choose a location for the file.
3. Choose a file type from "Save as type" (Windows) or "Type"
(Mac OS), then click Save.
4.. In the Specify Field Order for Export dialog box, indicate how
you want to export the data.
 |
Including a related field in the export
|
Choose the name of the related table from the list in
the upper-left corner of the dialog box, and then move the fields you
want into the "Field export order" area. (You can include
related fields before, after, or between other fields being exported.) |
| Exporting grouped summary values instead of individual
records |
In the fields list on the left, click a summary field
whose values you want to summarize. In the "Group by"
area, select each break field by which you want the values summarized.
Then click Move.
When you click "Move", the program adds the summary field and one or more grouped summary fields to the
"Field
export order" area. (The program adds one grouped summary
field for each break field you selected in the "Group by"
area.) The grouped summary fields use the syntax SummaryField by
GroupByField, such as "Total Sales by Region."
Attention: You can't export grouped
summary values unless you sorted the data before you started the export
process. (The Group by area shows "Unsorted" instead
of any fields if data is not sorted.)
|
| Removing a field from
"Field export order"
and prevent its data from being exported |
For "Field export order", choose a
field, then click "Clear".
To move all fields from the list, click "Clear
All".
|
| Changing the export order of the fields |
For "Field export order", point to
the double arrow to the left of the field name and drag it up or down. |
| Including a field in the export |
Double-click the field name to move it to the
"Field
export order" area.
To include all fields in the export, click "Move All". |
5. If necessary, for "Output file character set", choose the
character encoding you want the exported file to use.
6.. Click "Export".
Notes
-
To use an exported file, open an application that can read the file
format, and then open the exported file.
-
You can also SAVE records as excel instead of exporting them..
When you save records as an Excel file, all the fields that you have
access to and can see on the current layout are saved. When you export to
Excel, you must specify which fields to export.
Importing into your database files:
You can import data into an existing file as long as the program supports
the file format.
For a list of supported file formats, see below.
|
| Import and Export |
Tab-Separated Text
format |
.tab or .txt |
Works with most
applications. If you aren't sure which format to use, try this
one first. |
| Import and Export |
BASIC format |
.bas |
Works with
Microsoft BASIC programs |
| Import and Export |
dBase III and IV DBF
format |
.dbf |
Format retains
field names. |
| Import and Export |
Comma-Separated Text
format |
.csv or .txt |
Format is also
called Comma-Separated Values (CSV).
Works with BASIC
programs and applications like dBase. |
| Export only |
HTML Table format |
.htm |
Exports data
as an HTML table for use as a
static web page. |
| Import and Export |
BASIC format |
.bas |
Works with
Microsoft BASIC programs |
| Import and Export |
Microsoft Excel
format |
.xls |
Cannot export to
versions earlier than Excel 97. |
| Import and Export |
Merge format |
.mer |
Format retains
field names
Good export
format for creating form letters in a word processor. |
| Import and Export |
Lotus 1-2-3 WK1/WKS
formats |
wk1 or .wks |
Works with Lotus
1-2-3 and other spreadsheet applications. |
| Import and Export |
XML format |
.xml |
In addition to
XML files, you can import the XML data result
of an HTTP request. |
| Import and Export |
FileMaker Pro format |
fp7 |
import
from previous versions (3.0 and later) after you convert the
file to the current file format
Export to the
current FileMaker Pro file format.
Format retains
field names. |
|
Import and Export
|
DIF format
|
.dif
|
Works with
spreadsheet applications such as Microsoft Excel.
Format retains
field names |
|
Import and Export
|
SYLK format
|
.slk
|
Works with
spreadsheet applications such as Microsoft Excel. |
Important: When you choose import options that
update existing records and update matching records, they overwrite existing data
and cannot be undone. To safeguard your data choose
Scripts menu > 1.Backup As to make a backup of the file before you
perform an import that updates records.
The backup function is automatically performed every time you close your
database. You can also choose the Scripts Menu> 1.backup anytime while you
are working on the database. The list of files are in a subdirectory in the
folder where your program was installed. Most likely in the Windows Programs
folder unless you chose a different path during installation. You should always
have a few backup copies in different locations as this is the most
important part of your whole program. The easiest way to replace the current
files with the backup files is to copy and paste them into the main folder of
your program.
There is a Mass Mailer program that you can purchase from
mongoose-software.com . You can easily export your data into the Mass Mailer
and email unlimited msgs to each of your clients with one touch of the button.
In the email section of your database, you can configure many campaigns which
will automatically pull up your e-mail client with a pre-determined message.
Simply mail one after the other until the campaign's book is done. A hundred or
so will not take that long but if you are considering e-mailing 1000's then we
recommend that you order the Mass Mailer
Salon-mate was not made to be actual accounting software but it is
powerful enough to show and print out weekly, monthly, or quarterly sales
reports by clicking on sales numbers either from beneath the "Store
Name" on the invoice form or from the dropdown menu at the very top named "reports".
You can go even deeper than that with the dropdown menu named invoices>sort
by> choose the field you want to sort such as sale date, then omit
these records and choose show omitted only. Now when you click on sales
numbers this time, it only shows and totals all of the invoices from sale
date, you could also make reports like , say you wanted to find the total
sales from one client in a year, then sort by "clients name" omit
those records, choose show omitted only then run the report again.
You can omit records by paging (page icon on left above record
total) through after they are sorted and omit each one by holding
the control key with your little finger and T key with your middle finger,
or if you know you have 30 invoices for one date after they are sorted by sale
date, you can go to the first invoice and choose omit multiple >starting
with current>30. Then choose show omitted only, now run the sales
numbers report.
It's important to choose show omitted only before your run the
report or it will collect all of the data
Try making a dozen or so invoices in the demo with dates ranging a few weeks
apart then play with it, you can even export your info into other databases such
as excel.
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If you want to keep a running inventory of your products, you must click on
"check stock" each time you complete an invoice.
Once the amount goes below your re-order level the number will change from
black to red. contact
us
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It depends on which product your are interested in promoting. You could make
a lot of money selling our products. contact
us
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