How to modify customer name while creating Sales Bill In SwilERP (RetailGraph)

Modify Customer Name In Sales Bill

How to modify customer name while creating Sales Bill in SwilERP (RetailGraph)

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If your Sales Bill needs to be corrected in a customer name, you can use the Alt+F2 keys to make the necessary changes in the customer name. In this article, we will explain to process of customer name changes while creating a sales bill. Follow the below easy steps to learn the process:

Start with Login in the SwilERP dashboard to initiate the process:

  1. Select the Sales menu > Sales Invoice.
  2.  Existing created Sales invoices will open. To create a new invoice, click on the New option.
Reference Image:
SwilERP Dashboard Window
  1. The next slide Sales Invoice window will appear.
  2. Select the Customer Name from the drop-down (For example, we want to create a bill from the "AYUSH GUPTA" name).
  3. And also have to modify AYUSH GUPTA's name, which would be AYUSH only.
  4. Press the "Alt+F2" keys on the selected Customer in which the user wants to Edit.
Reference Image:
Select the Customer's Name
  1. After that selected customer's master window will open.
  2. Modify the Customer Name as per the requirement. 
  3. Click on the Save tab to save the changes.
Reference Image:
Customer Master Window
  1. After that, select the modified Customer Name.
Reference Image:
Modified Customer Name
  1. Enter the Reference number and other details of a customer, if required.
  2. Select the Product name from the drop-down list or create it manually from the new option.
  3. After selecting a product, select the Batch number if you have multiple batch numbers of the product.
  4. All further details i.e. MRP and Rate, will automatically fill in columns.
  5. Enter the Quantity of the product.
  6. You can select Multiple Products here.
  7. Save the page with the given option.

Read more article:  How to Generate Sales Invoice.

Reference Image:
Sales Invoice Window

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