How to Set Centralized Online Working with SwilERP (RetailGraph)
In RetailGraph, you can set up centralized online working. With this process, users have only one database, and they can create
multiple branches of stock locations
. But the users should have a
stable internet connection
to connect with the server. For centralised working,
data will be kept in the cloud, and RetailGraph must to be installed
at all locations.
The below-mentioned image will show how the online database process at RetailGraph works. As you can view office 1, office 2, warehouse, distributor 1, distributor 2, and distributor 3 these all can works their data in the Centralised Server, if they have Role & Rights.
In this, you can see the
centralized server manages all the branches and users, and is called the database.
From the Above-given illustration, you can understand the definition of the online process. Now, to set up your software you have to follow some below-mentioned steps.
Step 1: Create Branches
The first step
is to create Branches according to the locations, and users can seed the branches with unique numbers. With this they can make stock locations and manage the inventory. It is necessary to create branches in the online process because that will help to set up your database or inventory according to your locations. To create branches, do follow the below-mentioned process.
Open the RetailGraph dashboard:
-
Go to the
Master> Others> Branch
.
Here are the steps to creating branches:
-
After that, a new window of the
branch master
will appear.
-
Click on the
New
tab to create a new branch.
-
First, select the Branch type as
Branch Depot.
-
Enter the
Registered branch name
in the Branch column.
-
Enter the
Branch number
which you want to create a code for your created branch. ( For example - 1,2,3 or you can add another code)
-
You have received a password while doing registration on CRM, enter the
same password
in column.
-
Enter the branch's
Address, Station, and Pin code
in a dialog box.
-
Contact details fill in the
mobile no, phone no, E-mail id
box.
-
Fill out the
License Details
while creating a branch:
-
In the same window of branch creation, users can fill the license details i.e.
GST number, TIN number
, and
Other license
details.
-
You can also set the
E-mail setting, Bank Detail, SMS setting, and Whatsapp setting
over here.
-
Save
details with the above-given option.
-
After this users can see all created
Branches
in the branch section.
-
If you want Edit something in the branch section, then contact your local service provider, or you can also raise a ticket on
support.swildesk.com
.
Note: If you edit something while creating a branch, you can't login again once you have been logged out from the system.
Step 2: Create Stock Location
The second step
is creating stock locations to manage your inventory. With RetailGraph, you easily transfer your inventory from one location to another by using the stock location option. For example, you have four branches in the different-different city. Then users can create four stock locations by giving them names i.e,
head office Mumbai, hold stock Mumbai, in transit Mumbai, and non-salable stock Mumbai
. In the same way, you can create branch-wise stock locations
.
Do follow the below-given process to create stock locations.
Go to the Master section from the RetailGraph dashboard:
-
Click on the
Inventory> Stock Location
.
-
Tap on the
New
option.
Here is the process to create stock locations branch-wise:
Go to the Stock Details tab
-
First, you need to select
Branch
in which you want to create your location.
-
Enter the
Name
of the
Stock Location.
-
Give a short name by entering the name in the
Alias column
.
-
If you want to enter the
Address, Station, Locality, Pin Code,
and
Other contact
details then, fill them out in these columns.
-
As per your requirements,
tick mark
on the below-given options (If you mark on the options, then stock location is applicable on all these options).
Note: It is mandatory to tick mark on Billing Location when you create a Saleable stock location.
-
After entering stock details, you can select the
User
to whom you want to show the stock location.
-
Here you can see a list of the
created users, tick mark
on it to show them the stock location.
Go to the Product tab
If you select the particular products, then the products will be shown at the same stock location as the one you are creating.
-
In the Product tab, select the
products
from the
dropdown list.
-
You can also create a
new product
manually by clicking on the
new
tab.
Go to the Customer Tab
If you want to show created stock location to certain customers only then, you can select customers one by one.
-
Go to the Customer tab.
-
Select the customer name from the
dropdown list
or you can create a new customer from the same window.
-
The stock under this stock location will be shown to only selected customers.
Go to the Vendor Tab
In the same way as the customer tab, you can add the vendor name to show the stock in the same stock location.
-
Go to the Vendor tab.
-
Select the vendor name from the
dropdown list
.
Go to the Account Tab
If the user wants to add an account in the stock location then, you can add it from the account section.
-
Go to the
account tab
.
-
Select the account from the list or you can make it manually from the new tab.
-
Now,
Save
the page with the aloft given option.
Step 3: Create Users
The third step
is to create users according to the branches. You can create multiple users accordingly but ensure only the registered users can operate the software together. For example, if you have only four registered users, they can only use the software simultaneously. Apart from four registered users, if another user operates the software,
then a pop-up window will show that is notified you four users already logged in software
. You can create users according to their job role and give rights you want to give them. To create users, you need to follow the below-given process.
Go to the Master section to create a new user:
-
Click on the
Resources> User
.
Here's the process to create a new user.
-
Click on the
New
tab.
-
Enter the
User
ID
and
Password
that's also your user credential.
-
Select the
Employee
in the Type tab.
-
Enter the
Employee name
and
Expiry Date.
-
Now, Select the
Role
of the user or you can also create it manually.
-
Select the
Branch
for which branch's data you will show to your user.
-
Enter the
E-mail id
if you want to log in with your Email id.
-
Tick Mark
on the
Locations
where you want to give the rights to view the Stock.
-
Then, tick mark on
Rights of Editing
in the sales and purchase section.
-
Save
the page with the given option.
(Note: Kindly fill in all the details which have a red star mark)
-
That's how we can create
multiple users
according to their requirements.
-
You can also
Edit
the user after creating the user.
Step 4: Create Transaction Series
The fourth step
is creating transaction series according to the stock locations. Users can give the series' name at their convenience and set series according to location. Also, in the transaction series window, you can select the options on which series will be applied: All, Taxable, and Exempted options.
Go to the Master section in RetailGraph
-
Click on the
Others> Transaction Series.
-
Tap on the
New
option.
Here is the below-given process that needs to be followed to create a series:
-
After that, a new window of transaction series will appear.
-
Then, Enter the
Transaction Name
in which you want to create a series i.e. sales invoice, sales challan, sales credit note, sales debit note, and purchase debit note.
-
Enter the
Name
of the series for which
Branch
you want to create a series.
-
Enter the series
Starting Number.
-
Select
Location
and
Billing Rate.
-
If you want to add
Descriptions
and
Document
names then, enter them in a dialog box.
-
Now, select the options in which Series will be applied on:
-
In case selection of "
All
" in series, All products will show in the transaction.
-
In case selection of "
Taxable
" in series, Only taxable products will show in transactions that have a tax rate of
More Than Zero
in master.
-
In case selection of "
Exempted
" in series, Only taxable products will show in transactions that have a tax rate of
Zero
in master.
-
Tick Mark
on the options that you need to be allowed in this series.
-
Save
the window with the below-given option of saving.
(
Note
: Kindly fill in all the mandatory fields that are showing with a red star mark)
In the window of transaction series, you can view all the series:
-
Users can also
Edit previously created series
according to the branch from the given option.
-
And, view from the
Form view
option.
Step 5: Create a Product by product master
The fifth step
is creating a Product. When you set up RetailGraph, you have to add products by
Product Master.
In this, you can add new products along with every type of detail. Users can create products from every transaction option, and they will automatically integrate with the product master.
Go to the Master section from RetailGraph dashboard:
-
Click on the
Inventory> Product.
Here you need to follow the below-given process for creating a product:
-
Go to the
Product
tab to add product details.
-
Now, select or create a
Marketing Group
.
-
Select the
Category
of your product from the dropdown list or you can create it from the same window.
-
If you want to add the
Manufacturer
and
Brand
name, then enter it in a dialog box.
-
Enter the
Product
name which you want to create.
-
Add
Size
and
Strength
if you want to add in product details.
-
Give a short name by entering the name in the
Alias
column.
-
Users can add
HSN
code from the list or you can also create it manually.
-
Add
Sales
and
Purchase tax
in the column, whose tax is relevant to transactions.
-
Enter the
Billing unit
in the columns. (If user wants to sell a product in loose so click on the "Sell Loose")
-
Select the
Rate Unit
as they are mandatory.
-
If you want to do
Shelf management
,
then enter the shelf number.
-
As required, enter the
Generic Name.
Product Tab
-
Go to the
additional details
tab to add details in this tab.
-
If a user wants to add
MRP, Purchase rate, and Sales rate
then that can also be added.
-
Users can also fill
in
Stock Details
manually in this option.
-
Add or less the
Discount
amount accordingly.
-
In
Lot details
and
Images
window
:
-
In this user can automatically see the
Quantity
of a particular product and also add opening stock on the same.
-
And, also users can put the
images
as per their requirements.
Export/Import product list from excel sheet
Users can easily export or import product list from excel sheet. To know more about the process, click on the below-mentioned link and follow process for the same.
Step 6: Create Customer/ Vendor
The sixth step
is that users can create customers/vendors according to their stock location. And set a location while creating a customer master so that they only show in a particular branch. Users can create Customer/ Vendor one by one, or they import or export the list from the export/import data. To create a customer or vendor, do follow the below-given instructions.
Here are the steps to creating a Customer
Go to the Masters section from the RetailGraph dashboard:
-
Click on the Customer/Vendor> Customer.
In the Customer Detail Tab
-
In the next window, the customer tab will appear.
-
Enter the
Name
of the customer in a dialog box.
-
If you want to give any short name then, enter the name in
Alias
column.
-
Fill in the details in the
Address, Station, District, Pincode, and State
columns of the customer.
-
Enter details in the
Phone
and
Mobile
number
column.
-
Then, As per required fill in the details in other columns.
-
Enter customers'
GST details
to do an accounting of transactions.
-
Now, the Important part is select the
location where
you want to show the customers' details.
In the Additional Details tab
In this window, users can add additional details of the customers i.e opening points, expiry date, license detail, etc. Do follow the below-mentioned instructions to add these details.
-
Enter the
Opening Points
of the customer which you want to give.
-
Enter the
Expiry date
if you want to add.
-
Add
TIN number, CST no
, and
License details
if you have any.
Additional Details Tab
In the Price List Tab
Users can set a price on the
Products
for a particular
Customer
and also they can apply the filter on it.
-
Select
and
Filter
the products from the product tab.
-
After selecting the product, click on the
Update
option.
-
Now, you can set
MRP
and
Sale Rate
according to you.
-
You can also
Import the List
of the products from the option of Import.
-
The Last step is to
Save
the page after filling all details in tabs.
Here are the steps to creating a Vendor
Users can also create a vendor according to their Locations, in which they can add details in Vendor, Additional detail, Approved Products, and Price List. The vendor is only shown to the particular branch which one you added in master.
Do follow these steps to create a vendor in master.
Go to the Masters section from the RetailGraph dashboard:
-
Click on the Customer/Vendor> Vendor.
In the Vendor details tab
-
Enter the
Name
of your vendor in the column.
-
Give a sub name in the
Alias
column.
-
Fill up details in the
Address, Station, District, State,
and
Pincode
dialog box.
-
Enter the
Contact details
of your vendor.
-
E-Mail id, Date of birth,
etc also fill in these details as per your requirements.
-
Add
GST details
if you want to do an accounting of transactions.
-
Select the
location
where you want to show the vendors' details.
In the Additional Details tab
In the additional details, users can add the status of
Active
and
Inactive
vendors and also fill in the details of
TIN, CST No
, and other
license details
of your business.
In the Approved Product tab
With this option, users can create a list of particular products that they always purchased from vendors. They can apply filter and select the products from this option.
In the Price List tab
-
Select the
Product
from product filter and click on the
Update
tab.
-
Now, you can set
MRP
and
Sale Rate
according to you.
-
You can also
Import the List
of the products from the option of Import.
-
After filling all the details
Save
the Window.
Export/Import customer or vendor list from excel sheet
Users can easily export or import list of customer/vendor from excel sheet. To know more about the process, click on the below-mentioned link and follow process for the same.
Step 7: Create Billing Head
Seventh step
, a Billing Head
is a head used for an accounting purpose to post transactions in accounts. Users can set the Add or Less amount transactions in which they will be creating a billing head. With this option, the user can define the deduction and collection of products, services, and capital goods.
Do follow these steps to create a Billing head
-
Go to the
Masters
Section from the RetailGraph dashboard.
-
Click on
Others> Billing Head.
Here is the process to create a new billing head:
- Click on the New option.
- Now, add a Billing Head Name that you want to create.
- Then select the option of Add/ Less , if you want to add charges to the bill then select Add, and select the Less option to reduce charges.
- Select the Posting account in which you want to post this billing head.
- If required, then select the Tax calculate method and Tax Code which is apply for the same.
- When you select Rate in percentage (%) then you will enter the value in Rate column (otherwise you can skip the rate column).
- Select the HSN code , if required.
- Select the Type in which you want to apply charges on Product , Services , and Capital Goods .
- The final step is, Save the Page.
Billing Head And that's how you can start working in the online process of RetailGraph.