Grid Layout & Search Options
How to Set Grid Layout and Search Options in SwilERP (RetailGraph)
What is Grid Layout in SwilERP?
SwilERP offers the flexibility to customize your view with the Set Grid Layout feature. Adjust columns conveniently while performing transactions or viewing reports. Modify grid layout across all sections, add or remove columns effortlessly. Follow the process to tailor your SwilERP experience.
Start with Login in SwilERP dashboard to initiate the process
For example, you selected sales invoice for set a grid layout.
-
Go to the
View
tab, click on the
Grid Layout.
-
Or, you can select the grid layout by
clicking right side of your mouse.
As shown in the below-given image:
How to Set Grid Layout?
-
You can select any tab from the given options.
-
There are three types of columns shown in the window:
-
Visible-
To visible the column in window.
-
Allow Focus-
To edit the column.
-
Locked-
If you want to view non-editable column, then tick mark on the locked tab.
-
For example: If you want to add
Barcode
column in the sales invoice menu, then tick-mark on the
Visible
and
Allow Focus
tab.
-
Click on the
set for all users
to set this grid for your users.
-
And,
Save
the window.
Reference image:
-
After saving the window you'll see the
Barcode
column in sales invoice menu.
The below-given image for your reference:
Note: This is the same process to Set Grid Layout for every transaction and report.
In SwilERP, you can easily search transaction menu, masters, reports, etc. Follow the below-given steps to know the process.
To search the transaction menu:
-
Go to the Start button.
-
Here you will see a
Search bar
on the bottom side.
-
Write the option name and there you will see the transaction name.
Reference image:
To search the product from product master:
-
Go to the
Masters> Inventory> Product.
-
There you see all
products list.
-
Click on the
Blank column
and enter the product name you want to search.
-
When you entered the
product name, related product will automatically appear on screen.
Reference image:
Note: The search option is same for search product, vendor/customer, doctor, etc.
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