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.
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Login screen of SWILPOS app with fields for email and password and social media login options.

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

  • Click on the three rows.


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  1. Placing an Order:
  1. Click Sales Order.
  1. Accessing Help:
  1. Click the "?" icon.
   
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                              Menu interface of the SWILPOS app highlighting the Sales Order and Help icons for user assistance.

  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.

Note: Share your orders effortlessly with a simple click on the sharing icon.

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                         Sales Order list view in SWILPOS app with search and sort functionality, alongside options for sharing and adding new orders.              

  1. When you click on the plus (+) sign, the app asks for access to your location.
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  1. After granting location access, you will search for or add the customer's name.
  2. A series will be pre-selected by default.
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                          Customer selection screen in SWILPOS app with a search bar and list of customer names for creating new orders.            

  1. Once the customer is selected, their details will be displayed on the screen.
  2. To continue with the order placement process, simply click on the Continue option. This will allow you to proceed to the next step and enter the necessary information.

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                      Customer details interface in SWILPOS app showing selected customer with options to continue to the order creation process.   

  1. Select a Product from the drop-down menu.
  2. Add a Batch number with the "Add batch" option.
  3. You can select QTY Unit as Strip/Tab (you can also sell products In loose).
  4. Adjust the quantity with plus (+) and minus (-) buttons.
  5. To add more products, repeat the same steps.
  6. Use the scanner icon for quick barcode product addition.
  7. At the bottom of the screen, you have three options:
  1. Save as Draft: To save the order as a draft, click the first icon.
  2. Place Order: Click the middle icon when you're ready to place the order.
  3. Print Order: For a printout, click the last icon.

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                            Product selection interface in SWILPOS app for order creation with options for batch addition and quantity adjustments.

  1. After saving the screen, a confirmation message will appear, and an order ID will be generated.
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                          Confirmation popup in SWILPOS app displaying a successful order placement with the order ID provided

  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.

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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.

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

                          Options to convert a sales order into challan or invoice in the SWILPOS app for 'AGRAWAL PHARMA' order A180

Now, this Order will be reflected in the RetailGraph database:

  1. To view the order details in your RetailGraph database, please follow these steps:
  1. Login to your RetailGraph 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:
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Overview of the sales order grid in RetailGraph with entries and customer details for efficient sales management.

  1. Click the Entry number to view complete order details.
  2. After that Sales Order window will open.
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Detailed sales order form in RetailGraph showing customer information, product details, and financial summary.

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