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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  • 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.
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  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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  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 or add the customer's name.
  2. A series will be pre-selected by default.
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  1. For detailed instructions on adding new customer details, please visit: Customer Addition Process in SWILPOS Mobile App.

  2. Once the customer is selected, their details will be displayed on the screen.
  3. 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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  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. Now, click on the "Calculate" button to see the total amount for the selected products.
  8. After that, 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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  1. After saving the screen, a confirmation message will appear, and an order ID will be generated.
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  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."
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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:
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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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