Increase Your Sales Using the Smart Salesman Feature

Increase Your Sales Using the Smart Salesman Feature

How to View the Smart Salesman Product List During Sales Billing


This article explains how to use the Smart Salesman feature in SwilERP to increase sales during sales bill or sales challan billing. By viewing the product list, sales staff can easily suggest additional items to customers, helping to boost sales. This feature refines the billing process and enhances customer service.

Start by logging into the SwilERP dashboard:

Step 1: Add Top-Selling Products as Focused Items

  1. Go to Master > Inventory > Smart Salesman.
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SwilERP Dashboard Window
  1. Add products you want to sell or suggest to customers during billing.
  2. Select "Up to Date" to show the product in the Smart Salesman Product List until the specified date.
  3. Enter any Remarks.
  4. Click on Save your settings.
Reference Image:

Smart Salesman Window

Step 2: Select the Number of Days in System Defaults

  1. Navigate to Options > System Defaults.
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SwilERP Dashboard Window

  1. In the System Default window, go to Others > Smart Salesman.
  2. Configure the Sold in Last Days/Not Sold in Last Days options.
  3. Customize the values by selecting each column and entering your preferred number of days.
  4. Click the Save button to apply your settings.
Reference Image:

System Default Window

Step 3: Creating a New Sales Invoice

  1. Go to the Sales Menu > Sales Invoice.
  2. Enter the Customer's Name.
  3. Add the Ordered Products as per the customer’s request.
  4. Press Alt+Q to open the Smart Salesman Product List window. This list will display products that:
  1. Have not been purchased by the customer in the last 7 days.
  2. Were purchased earlier within the past 30 days.

Important Notes:

  1. Please note that this feature is not applicable for walk-in customers.
  2. Products identified as focused will appear in green.
  3. Products that are near their expiry date will be highlighted in pink.
Reference Image:

Sales Invoice Window

Step 4: Automatically Display Smart Salesman Product List

Note: To avoid repeatedly using the Alt+Q key when creating a sales bill or sales challan, users can configure this setting in their Transaction Series. Enabling this setting ensures that the Smart Salesman Product List window will automatically appear by default when starting the billing process.

  1. Navigate to the Masters menu and select Others > Transaction Series.
  2. In the Additional Details section, locate the option Auto Display Smart Salesman Product.
  3. Enable this option by checking the tick mark.
  4. Click Save to apply and save your changes.
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Transaction Series Window