Learn how to Create All Transaction Series in SwilERP Software

Create All Transaction Series

How to Create All Transaction Series in SwilERP (RetailGraph)


What is transaction series?

Transaction series is a succession of volumes with related subjects, billing head, similar format and price, or continuous numbering. So, according to the transaction or branches, if you want to create a series that helps maintain your transactions. Then you can create it from the options section in SwilERP.

You can create transaction series according to the stock locations. Users can give the series' name at their convenience and set the series according to location. Also, in the transaction series window, you can select the options on which series will be applied: All, Taxable, and Exempted.

What is the purpose of creating all transaction series?

With this option , you can create all series names of transactions simultaneously. This option is helpful for users to create all locations series in one window. In SwilERP, there is an option to create a  Series  for every transaction. Users want to create the series to record the data according to their requirements so they can be created from the master data section. For example, the user creates a "Purchase invoice starting from A1" series.

Start with Login in SwilERP dashboard to initiate the process 

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

How to Create Transaction Series

  1. Go to the Facilities section and click on the Create All Transaction Series.

  2. Enter the Series Name which you want to create.

  3. Now, select the Transaction  whose you want to create a series from the transaction option.

  4. Select the Location in which you want to create the series.

  5. Enter  Starting Number of transaction series.

  6. Enter the Description name, if needed.

  7. Press OK to save the window.

  8. And after that, Transaction series successfully created; this message will appear with a pop-up window.

Reference image:




Note: After creating all transaction series from the system maintenance section, you must tick mark on the posting account in the series you want to add.

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