How to Add New Customers to Your SwilPOS Mobile Account

Customer Addition Process in SwilPOS Mobile App

Add New Customers to Your SwilPOS Mobile Account with Ease

Seamlessly integrate SwilPOS mobile application with RetailGraph's software to improve your business operations. Adding a customer in SwilPOS Mobile is a simple process that can help you keep track of your customer base and improve your business operations. To add a customer, you first need to log in to your account on the SwilPOS Mobile app. Adding a customer in SwilPOS Mobile is a quick and easy process. Here are the general steps:

Open the SwilPOS Mobile app on your device to initiate the process:

  1. Enter your registered Email Address in the designated field.
  2. Input your mobile application Password in the password field.
  3. Click on the Login option to authenticate your account and access the app's features.
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. Next, click on the "Customer" option to access the section where you can add a new customer.
Reference Image:

                            

  1. After clicking on the Customer option, you will see a list of all the customers created in your RetailGraph system.
  2. You can Sort/Filter customer names by 'Name' and 'Station' for Easy Navigation.
  3. To add a new customer to your database, simply click on the plus (+) sign located on the screen.
Reference Image:

                   

  1. Fill in the customer's information such as Name, Contact details, and any other relevant information.
  2. You can add the customer's Licence Details also.
  3. Save the customer's details by clicking on the "CREATE" button.
Reference Image:
                   

  1. After clicking CREATE, a message will pop up: Customer created successfully.
  2. To finalize the process, simply click on the "OK" button.
Reference Image:

                      

Note: After adding a customer through SwilPOS, you can view their details in the customer master section of RetailGraph. Here are the steps:
  1. Login to your RetailGraph software.
  2. Go to Masters menu > Customer/Vendor > Customer.
  3. You will see the list of customers. The customer you have created in the SwilPOS app will also appear here.
Reference Image:





      • Related Articles

      • Creating Sales Invoices with SwilPOS Mobile App

        Generate Sales Invoices effortlessly using the SwilPOS Mobile App The SwilPOS Mobile App makes it easy for businesses to create sales invoices without any hassle. With just a few taps on the app, professional-looking invoices can be generated ...
      • 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 ...
      • Requirements for Integrating SwilPOS Mobile App with RetailGraph/SwilERP

        Effortlessly Integrate SWIL Mobile Apps with RetailGraph/SwilERP As an existing user of RetailGraph or SwilERP, you have the option to integrate mobile applications with your software for enhanced retail management. With the integration of SwilPOS ...
      • Purchase Order Creation with the SwilPOS Mobile App

        A Step-by-Step Guide to Creating Purchase Order using the SwilPOS Mobile App Creating purchase orders using the SwilPOS mobile app offers a simple and easy solution. With the app, you can conveniently generate purchase orders anytime and anywhere ...
      • Order Fulfillment Process in SwilPOS

        Order Fulfilment Process with SwilPOS Mobile Application SwilPOS is designed for seamless POS operations, enabling the creation and editing of orders and invoices. It provides real-time visibility into the order fulfilment process through the Kanban ...