Branch Creation in RetailGraph | How to Create Branches in your Head Office

Branch Masters

How to Create a Branch in SwilERP (RetailGraph) Software


Create branches in your Head Office data by giving them a unique number. From there, you can manage and create multiple branches. And quickly transfer your stock from head office to your other branch.

After creating a branch, users can use the Branch Transfer (Out)  or (In) option to transfer or receive their inventory from one Branch to another. With SwilERP, you can export bulk data manually or directly upload the stock data, and users can do this process online and offline. The first step in SwilERP Software is to create a 'Branch' according to the locations. The SwilERP software has an option for creating a branch in the 'Masters' section.




Start with Login in the SwilERP dashboard to initiate the process:

  1. Go to the Masters menu.
  2. Select the Others > Branch.
Reference Window:
SwilERP Dashboard Window

Let's see how to create a Branch

  1. After this, users can view all the created branches here.
  2. If users want to edit in previously created Branches, they can do it with the Edit option.
  3. Click on the New tab to create a new Branch.

Reference Window:
Branch selection in retailgraph.Branch Window
  1. Firstly, Select The Branch Type as in Branch (Depot).
  2. In the Branch column, enter your branch name.
  3. Enter the Branch number in No. field.
  4. You have received a password while registering on CRM; enter the same password in the Password column.
  5. Enter the other details of the Branch, such as Address, Station, and Pin code, in the respective columns.
  6. Enter the Contact details of users, for example, the Mobile no, Phone no, and E-mail id.
  7. Enter the Branch GST Details such as GSTIN no, Issue date & Valid date of GST.
  8. You can also set the email, Bank Details, SMS/ WhatsApp settings, and contact info.
Reference Window:
Branch Details Window
  1. Go to the 'Additional Details' tab to enter the license details which you have to run the business.
  2. Enter the following details in the Udyam Detail section:
  1. Registration Number: Input the unique registration number.
  2. Date of Incorporation: Select the incorporation date from the calendar.
  3. Date of Registration: Choose the registration date.
  4. Enterprise Category: Select the type of business (e.g., Manufacturer).
  5. Enterprise Type: Choose the appropriate enterprise type (e.g., Medium Enterprise).
  1. To save the window, click on the Save tab.
Reference Image:
Additional Details Window

Notes:

1)  If you edited something while creating a branch, like (password), you can't log in again once you have been logged out from the system.
2)   If you want to edit something in the Branch section, then contact your local service provider, or you can also raise a ticket on supportswildesk.com.

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