Creating Sales Orders with the SwilPOS Mobile App

Creating Sales Orders with the SwilPOS Mobile App

How to Use the SwilPOS Mobile Application to Generate Sales Orders

Using the SwilPOS Mobile Application to generate sales orders offers several benefits. Firstly, it provides convenience as orders can be generated from anywhere and at any time. And SwilPOS mobile application makes generating sales orders easier and more convenient.  It integrates with your existing systems, reducing manual work and potential errors.

Open the SwilPOS Mobile app on your device to initiate the process:
  1. Enter your registered email address in the provided field.
  2. Input your mobile application password in the password field.
  3. Click on the "Login" option. Reference Image:
                                             

  • Once you have logged in, navigate to the Dashboard screen where you will see three rows.

  • Click on the three rows. Reference Image:

                                                                                                    
  1. Placing an Order:
    1. Click Sales Order. Reference Image:
  
  1. The Sales Order screen displays your previous orders.
  2. You can view the Last Orders for up to 99 days at your convenience.
  3. You can Sort Orders by clicking on the arrow sign.
  4. Also, you can search Customer names and Order numbers by clicking on the given icons.
  5. To generate a new order, simply click on the plus (+) sign. Reference Image:
Note: Share your orders effortlessly with a simple click on the sharing icon.


  1. When you click on the plus (+) sign, the app asks for access to your location. Reference Image:

  1. Select the invoice series from the dropdown.
  2. Choose the customer from the list.
  3. Click on "Shipping Address | Customer Details" to view recipient information.
  4. Enter a refer by if applicable.
  5. Click on "+ Add Product" to add items or use barcode scanning for quick entry and fewer errors.
  6. Verify the product details, including stock availability, quantity, and pricing.
  7. Check the total stock, entered quantity, applied rate, and total amount.
  8. Adjust the quantity using the minus (-) or plus (+) buttons.
  9. Select the appropriate packaging unit from the dropdown.
  10. Click "Add batch" to select a specific batch if required.
  11. Click the "CALCULATE" button to finalize the total amount and proceed. Reference Image:
  12. For detailed instructions on adding new customer details, please visit: Customer Addition Process in SWILPOS Mobile App.

  1. At the bottom of the screen, you have three options:

    • Save as Draft: Click the first icon to save the order as a draft.
    • Place Order: Click the middle icon to confirm and place the order.
    • Print Order: Click the last icon to generate a printout. Reference Image:
              
  1. After saving the screen, a confirmation message will appear. Reference Image:

  
  1. After generating the order, easily share order details, edit customer details, modify the order, and convert it to a challan/invoice by following these steps:
  2. Start by opening the order details where you want to make the necessary changes. For instance, let's use the 'AGRAWAL PHARAMA' order as an example. Reference Image:                        
      
To Share Order:
  1. Share order details effortlessly by clicking the Sharing icon.
To Edit Customer Details:
  1. After generating the order, modify customer details with a simple click on the relevant icon.
To Edit Order:
  1. Easily edit order details by clicking the designated icon. Reference Image:

  1. Click on the below-given icon to convert the order into challan/invoice. Reference Image:

  1. After that, you have two options for converting the order (To Challan/Invoice).
  2. For example, if you want to convert this order into a challan, then click on the Convert Order To Challan option.
  3. And after clicking you have a confirmation message "Order converted successfully." Reference Image:

                          
Now, this Order will be reflected in the SwilERP database:
  1. To view the order details in your SwilERP database, please follow these steps:
  1. Login to your SwilERP Software.
  2. Navigate to the Sales menu.
  3. Select Sales Order from the menu options.
  4. By following these steps, you will be able to access and view the order details that you have created in the above process: Reference Image:

  1. Click the Entry number to view complete order details.
  2. After that Sales Order window will open. Reference Image:

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