This tutorial explains how to create series with SwilERP

Create Transaction Series

How to Create Transaction Series in SwilERP Software


A succession of volumes with related subjects, billing head, similar format and price, or continuous numbering is called series. So according to the transaction or branches, if you want to create a series that helps you to maintain your transactions. Then you can create from the master data section in SwilERP.
 
In SwilERP, There is an option to create a Series for every transaction. If 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 series of "Sales invoice starting from A".



Start with login in SwilERP dashboard to initiate the process

    1. Go to the System> Master Data> Series.
Reference image:
SeriesSwilERP Dashboard Window

How to view all created series

  1. Then, you will view the Series window:
    1. There you will see the series of every Transaction.
    2. If users want to create new series then they can create it from New Option.
    3. The user can also Edit an already created Series.
    4. Print, Delete and Refresh options are also available.
Reference image:
Transaction Series Window

Process to Create Transaction Series

Here are the process to create a new transaction series:
  1. In Series Details section:
    1. First, select the Transaction for which you want to create a series i.e Sales invoice, Purchase invoice, Payment entry, etc.
    2. Then select the Name of your series.
    3. Enter Starting number from where you will start your series i.e 1,2,3 etc.
    4. Select the Location of your selected transaction.
    5. Select Billing Rate as in MRP, Sales rate, Purchase rate, or Cost rate.
    6. Formal Name, Descriptions, and Document columns are automatically filed.
    7. Tick mark on the Post In A/c, this option is used for an accounting purpose. So if you want to do an accounting of particular transaction then tick mark on it.
    8. Now, select the options in which Series will be applied on:
      1. In case selection of "All" in series, All products will show in the transaction.
      2. In case selection of "Taxable" in series, Only taxable products will show in transactions that have a tax rate of More Than Zero in master.
      3. In case selection of "Exempted" in series, Only taxable products will show in transactions that have a tax rate of Zero in master.
    Reference image:
    Series Details Window
    1. In Additional Details section:
        1. There is an also Allow option, you can select options in which series will be applied on.
        2. The final step is, Save the page.
      Note: Kindly fill the mandatory fields which have a red star mark.

      Reference image:
      Additional Details Window

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