How to Generate Sales Invoice in SwilERP (RetailGraph) Software
A Sales Invoice is a formal document issued by a vendor to customers for products or services rendered. In SwilERP, users can generate sales invoices from the sales menu, containing transaction details and payment terms, aiding accurate record-keeping and transaction tracking.
Start with Login in SwilERP dashboard to initiate the process
- Go to the Sales Option> Sales Invoice.
Reference image:
SwilERP Dashboard Window - A new window of Sales Invoice will appear in the next slide.
- Select the Options i.e. Month/Date/Entry/Year to browse the invoices. Or users can open the previous invoice by clicking on the Previous option in sales invoice.
- Click on the invoice and open the sales invoice window.
Reference image:
Process to Generate Sales Invoice
A new window for creating sales invoice will appear in the next slide. Follow the below-given steps to create a sales invoice:
- Enter the Customer name in the column. Enter Reference number and other details of customer, if required.
- Select the Product name from the drop-down list or you can create it manually from the new option.
- After selecting a product, select the Batch number if you have multiple batch numbers of the product.
- All further details i.e. MRP, Rate, will automatically fill in columns.
- Enter Quantity of the product.
- You can select Multiple Products here.
Reference image:
Other Options in Home Tab
While creating sales invoice, uses can select the following options:
- Shipping Details- You can select shipping details from this option, in which you've to fill in E-way bills detail.
- Payment Details- From this option, you can select the Payment details according to payment type. (Cash, Credit, Cheque, Card)
- Tax Details- You can select tax details of product from this option.
- Promotion Details or Apply promotion- Select and apply promotion on products from these options.
- Add/Less- You can select Billing Head from this option.
- Adjust Return- This option is for GST transactions.
- Clear Challan/Order- From this, you can view pending orders and challan list.
- Save the page with the given option.
Reference image:
Options in View Section
- Print Options:
- Preview: Click on the preview option to view the invoice format.
- Print Barcode: To print barcode click on the this option.
- Print Options: From the print options users can select print formats i.e. Dot matrix, Laser, Thermal. Read More: Print transaction
- Cancel Changes: To cancel the changes in invoice.
- Set Layout:
- Header Layout: To set header layout in sales invoice window users can use this option.
- Grid Layout: To set grid layout in invoice format click on the grid layout option. Read More: Set Grid Layout
- Ribbon Layout: From this option users can set ribbon layout.
- Save Layout: After setting layout users can save the layout from this option.
- Find:
- Find: To find an item in sales menu click on this option.
- Copy to New: This option is used for copy invoice in new bill.
- Navigation:
- Previous: Go to the previously created invoice from this option.
- Next: Go to the next invoice by clicking on the next button.
Reference image:
Sales Invoice Window Options in History Section
With this option, users can view customer history, product history, purchase product history, & sales product history of selected invoice.
- Read More: History Section.
Reference image:
History Section Options in Review Section
With this option, users can change bill amount, tax type, lot discount, scheme discount, etc.
- Batch/Color/ MRP wise detail: In this section, users can view Batch, Color, and MRP details of selected products in bill.
- Read More: Change Bill Amount.
- Read More: Change Tax Type.
- Read More: Change Lot Discount.
- Change Trade Discount: From this option users change the trade discount in the created sales bill.
- Change Scheme Discount: With this option users can change the scheme discount in the created sales invoice.
- Rate Hike: Users can update rate % or amount in this option.
Reference image:
Review Window Options in References Section
With this option user can view product & vouchers details of selected bill.
Rate List: With this option, users can view the customer price list which you set on particular customer.
Product Info: User can view the product info by clicking on the product info option.
Product & Generic Search: You can search product & generic name with this option.
Open Voucher: You can directly open the voucher of sales invoice by this option. Read More: Open Vouchers
Reference image:
References Section