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

      • Related Articles

      • Export/ Import Customer and Vendor List

        How to Export/ Import Customer and Vendor List in SwilERP What is a Vendor/ Customer? Vendors play an essential role in the supply chain process for pharma businesses that sell goods. A vendor is an individual or company that supplies products to ...

      • Search Customer/Vendor Name by Using the Mobile Number

        How to Search the Customer/Vendor Name by Using the Mobile Number in SwilERP (RetailGraph) While creating a sales or purchase invoice, if you want to search customer or vendor name using the mobile number, you can do it from the sales or purchase ...

      • Vendor Creation

        How to Create Vendor in SwilERP (RetailGraph) A vendor, also known as a supplier, is an individual or company that sells goods or services to someone else in the economic production chain. Users can also create a vendor according to their Locations. ...

      • Create Customer Master

        How to Create Customer in SwilERP (RetailGraph) Software Creating a customer in SwilERP software refers to adding a new customer to the system. The customer record typically includes details such as the customer's name, contact information, address, ...

      • 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 ...