Create All Transaction Series
How to Create All Transaction Series in SwilERP
What is transaction series?
A transaction series is a sequence of related transactions that share the same subject, billing category, format, price, or are numbered consecutively. 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
- Go to Menu> Options> System Maintenance.
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SwilERP Dashboard Window
How to Create Transaction Series
-
Go to the Facilities section and click on Create All Transaction Series.
Enter the Series Name you want to create.
Select the Transaction from which you want to create a series.
Choose the Location where you want to create the series.
Enter the Starting Number for the transaction series.
Enter a Description, if needed.
Press OK to save the changes.
After that, a pop-up window will appear confirming that the transaction series has been successfully created.
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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