Learn how to Update Company Information in System Default in SwilERP Software

Company Information in System Default

How to Update Company Information in System Default


In this Article, we will discuss how we can update company information in system default section.

Introduction

Business information holds meaning, value or significance for your business. The information helps in avoiding the duplication of research.
In SwilERP, there is an option to enter company information in the system default section. With this option, you can enter the company details such as name, address, contact details, branch, and some basic information about a business. Details of GST and other License are also filled in this section.

In SwilERP, the system default section is used to update every business detail. With this option, users can also set parameters related to their transactions. You can use this system default section under the options form to update every crucial information.

Start with Login in SwilERP dashboard to initiate the process

  1. Go to Menu> Options Section> System Default.
Reference image:
SwilERP Dashboard Window

  1. Click on the System Default option. 

  2. After that, this option asks you to enter the Password to open this window. 

  3. For a password, you can contact your Local Service provider or make a ticket on Support.swildesk.com.

  4. After entering the password Company Information window will appear. 

As shown in the below-given screen: 




Here are the following details that you can update in the company info section

  1. Name: In this option, you can update the your business name.
  2. Address: Enter the business address in this column.
  3. Phone: Update contact number in this column.
  4. E-Mail: You can enter your email id here.
  5. Contact Person: Enter the contact person name here.
  6. Branch: Select the branch from the drop-down list.
  7. Alias: Give a short name for your business in the column.
  8. Pincode: Update pincode of your business place.
  9. You can also update one more Phone Number, Fax, Pan Number and Mobile Number here.
  10. Books From Upto: Select the current financial year details in this column.
  11. Service tax reg. number, Tin number, CST number, and Other License details you can also fill these details in this section.
  12. Data Backup: In this window, you'll see two options for data backup:
    1. Auto Backup on Login/ Logout- With this option, you can set data backup when you login or logout of the SwilERP software.
    2. Data backup on node- You can schedule the data backup file of the software according to the selected time duration.
  1. Path for Update: From this, you can make changes to all server systems.
  2. Counter Management: 
    1. Single Payment Counter- For a single payment counter, select this. 
    2. Separate Payment Counter- For a Separate payment counter, select this option.
    3. No Counter Management- If you do not want to select the payment counter option, then select it. 
  1. Cancel Pending Mails: This option is used for pending scheduled emails.
  2. Server IP Address: This option is enabled for the integration of mobile software.  
  3. GST Rate For Composition: Enter the given tax rate for GST. 

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