Manage Locations in SwilMart

Manage Locations in SwilMart

A Complete Guide to Using Location Management in the SwilMart Admin Portal

The Location Management feature in the SwilMart Admin Portal helps you manage all your store locations, warehouses, dark stores, and fulfillment centers from one place. With this single dashboard, you can easily track each location, organize your resources, and improve your daily operations.

Login to SwilMart Admin Portal  

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SwilMart Admin Login Image
  1. Go to the left sidebar and select Locations.
  2. The Location Management dashboard will appear.
  3. On this dashboard, you can view key metrics such as:
    1. Total Locations
    2. Active Locations
    3. Stores Count
    4. Delivery Enabled
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Location Dashboard Image

Quick Filters Available

To save time, use the Quick Filters on the top of the dashboard:
  • Active Locations – Instantly view all active branches and hubs

  • Store Locations – Filter results to show only retail stores

  • Warehouses – Narrow down results to warehouse locations

  • Delivery Hubs – View only delivery-enabled locations

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Filters Window Image

Use Basic Filters

The Location dashboard provides filtering options to help you refine results:
Location Type:

  • Store

  • Warehouse

  • Dark Store

  • Fulfillment Center

Operational Filters:

  • Status: Active / Inactive

  • Operational Status: All / Selected

Capabilities:

  • Delivery Service

  • Pickup Service

  • Inventory Management

  • Returns Processing


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Filters Image

Apply Advanced Filtering

For more detailed results, use Advanced Filters:
  • Storage Capacity (sqft): Define minimum and maximum range

  • Delivery Radius (km): Set delivery coverage area

  • Location Filters: City, State, PIN Code

  • Created Date: Choose start and end date for recently added locations

  • Contact Information: Search using Phone Number or Email Address


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Advanced Filters Image

Export Options Process

  • Click the Export button on the top right.
  • A menu will open with different export options.

  • Choose the format you want:

    • CSV to download data in simple spreadsheet form.

    • Excel to download data with formatting.

    • PDF to download a print-ready file.

    • Print Page to print the current view directly.

  • Your file will download or open based on the option you selected.


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Export Option Image

Sync and Setup Options

  • Click the Sync ERP button to import the latest billing locations from SwilERP into Shopify.

  • Click the Setup Shopify button to connect or adjust your Shopify store settings.

  • These options help keep your store locations updated and properly linked with Shopify.

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Sync and Setup Options Image

Open Location Settings

  • Select the desired location (e.g., Head Office) from the list.
  • The Location Details window will open showing basic information like ID, status, and timezone.

  • Click on the Location Settings button at the top-right corner to open the location configuration options.


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Location Settings Image

  • Here, you’ll find three main tabs:

    • Transaction Series

    • Payment Settings

    • Order Settings

  • Under the Transaction Series Configuration section, you can:

    • View and manage all transaction types (e.g., Sales Return, Receipt, Purchase Order).

    • Check details such as Business Type, Series Prefix, Billing Rate, and Refer By.

    • Click Edit to modify or Load Defaults to restore default settings.

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Location Settings Image

Payment Settings

  • Go to Payment Settings to configure payment options and policies for the selected location.
  • In the Payment Policies section, you can:

    • Allow partial payments for orders.

    • Restrict payment methods per location.

    • Ensure at least one payment method is enabled.

    • Manage approval workflow for partial payments.

  • In the Payment Options section, enable or disable different payment modes such as:

    • Credit

    • Cash

    • Card

    • UPI

    • Cash on Delivery (COD)

    • Post Dated Cheque (PDC)

  • You can also reset defaults or click Edit to make changes.


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Payment Settings Image

Order Settings

  • Go to Order Settings to configure order processing rules and policies for the selected location.
  • Under Basic Order Settings, you can:

    • Allow Split Orders – Enable splitting large orders into smaller shipments.

    • Allow Back Orders – Accept orders for items that are out of stock.

  • Under Validation Rules, you can:

    • Check Inventory Availability – Validate stock before confirming the order.

    • Check Delivery Zone Coverage – Ensure the delivery address is within the service area.

  • View the current status of Split Orders, Back Orders, and Validation Rules in the summary section.

  • Use the Edit button to modify the settings.


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Order Settings Image