Learn How to Link Customer & Vendor in SwilERP Software

Link Customer and Vendor

How to Link Customer & Vendor in SwilERP Software


When the user wants to transfer their stock from one branch to another, this process is called Branch Transfer (Out).  After creating a branch, you must link the Head Office or Warehouse to the branch by Linking Customers & Vendors in export/import format.
To make exporting successful, you must enter the B ranch number, RG RegNo, Station, and Phone1 in the customer window.  Then you need to Link the Customer and Vendor details. When you transfer their stock, make sure the customer name is entered in the Branch master window. 

In the SwilERP software, there is an option for users to Link Vendor and Customer through the 'System' tool. Follow the below easy process to Link Customer & Vendor.

Start With Login in the SwilERP dashboard to Initiate the process:

  1. Go to the System.
  2. Select Import/Export > Import Patient Opening Balance.

Reference Window:
Import Patient Opening Balance SwilERP Dashboard
  1. Go to the  Transaction  section.
  2. Select the  Link Customer  tab.
  3. A customer window will open; select the customer whose you want to link.
  4. Enter  RG RegNo,  for example, R00443/4 (4 is a branch number that should enter with Registration no.)
  5. Customer details such as Station and Phone1  should be mentioned to make exporting successful. 
  6. Now to save the details click on the  Save  tab.

Reference Window:
Link the Customer Link Customer Window
  1. Again go to the Transaction section.
  2. Click on the Link Vendor tab.
  3. A Vendor window will open; select the Vendor whose you want to link.
  4. Enter  RG RegNo,  for example, R00443/4 (4 is a branch number that should enter with Registration no.)
  5. Vendor details such as Station and Phone1 should be mentioned to import successfully.
  6. To link the Vendor, click on the Save option.

Reference Window:
Link Vendor Link Vendor Window

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