How Order Fulfilment Work in RetailGraph with Mobile Apps

Order Fulfilment in SwilERP (RetailGraph) with Mobile Apps

How to Streamline Order Fulfilment Process with Mobile Apps


Operational Overview

RetailGraph provides an order management system for the business. All types of orders, challans, and invoices seamlessly flow through a defined workflow, which includes the following stages:

Picking →

Review →

Packing →

Ready for Delivery →

Out for Delivery→

   Completed Delivery


Additional Status : Cancelled, Pickup , Rescheduled and Pending.

This workflow can be easily adjusted to match specific business needs. You have the freedom to skip certain stages based on your operations. While forms within the system are not customizable, RetailGraph values user feedback and continuously works to improve the platform based on suggestions.

Order Fulfilment Menu in RetailGraph

RetailGraph streamlines operations by enabling efficient oversight through features such as employee order assignment, order status tracking, payment counter controls, and more. SwilPOS offers similar management controls, providing comprehensive solutions for retail operations.  Below, we explain the streamlined order fulfilment process within RetailGraph software:
  1. Track invoice statuses in the Order Fulfilment window.
  2. Update invoice statuses by selecting the desired status and using the provided Update option.
  3. Refresh the window to view any new updates.
  4. Use Shorting  option and apply filters based on Employee, Status/Transaction, and Series as needed for specific requirements.
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Order Fulfilment Menu in  SwilSORT

SwilSORT is designed for in-house employees involved in order review, checking, and packaging, with added features to facilitate stock counting. It offers capabilities to edit batches or record shortages if needed.  SwilSORT also includes features such as order-to-challan conversion, order-to-invoice conversion, and challan-to-invoice conversion during the Order Review stage.

Important Notes:
  1. Users can also manage Free Quantity.
  2. Ensure that transactions are created in Credit mode when batch editing is required.

Step: 1 Update order fulfilment status in RetailGraph
  1. First, you have to update Order Fulfilment status in RetailGraph software.
  2. After that, for further process you have login in SwilSort mobile application with your login credentials.
  3. Go to the Menu options.
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Step: 2 Sort Order in SwilSORT Application
  1. Sort and filter orders as needed for better organization.
  2. Click on an order to adjust the product quantity using the (+) and (-) buttons.
  3. Submit the changes, which will prompt a pop-up window to enter remarks.
  4. Press continue to proceed, and the order will move to the next step.
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Swil Dispatch

Swil Dispatch is specifically designed for delivery personnel to efficiently manage deliveries and utilize navigation shortcuts. It includes additional features that allow security guards to record checkout time for challans and invoices when they exit the location.

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Order Fulfilment Menu in  SwilPOS

SwilPOS is designed for seamless POS operations, enabling the creation and editing of orders and invoices. It provides real-time visibility into the order fulfilment process through the Kanban View, keeping you informed about the progress. In addition to orders and invoices, SwilPOS also includes additional forms such as Purchase Order, Receipt & Payment for comprehensive management.
  1. View order status for each order, including packing, pending, picking, ready for delivery, and under review.
  2. Change the Delivery Status according to your requirements.
  3. Apply filters to view order status for the last 7 days or filter by employee or transaction.
  4. Customize the status masters by unchecking checkboxes or arrange status options by dragging.
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Retailgraph Forms

1. Tray Master:   Create Tray Master to manage trays during in-house order processing.
  1. Open RetailGraph dashboard window.
  2. Go to the Masters > Inventory > Tray Master.
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  1. Here you will see all the Created Tray Masters .
  2. Click on the New button to make new tray master.
  3. Enter the Tray Name in the column.
  4. Update Tray Status as the tray is vacant or occupied.
  5. Enter the Remarks in the column.
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2. Status Master:  Create and assign status with names, next status, colors, and employees.
  1. Open RetailGraph dashboard window.
  2. Go to the Masters > Inventory > Status Master.
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  1. Here you will see all the by default created Status Masters .
  2. Click on the New button to make new status master.
  3. Enter the Name of status master which you want to create.
  4. Enter Category in the column.
  5. Update Next Step of status.
  6. Users can also define Status Color here.

  7. Users can also assign  Employees . Only the selected employee will do the further process.

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3. Order Fulfilment :  View list of all orders, challan, and Invoice for efficient order fulfilment.
  1. Open RetailGraph dashboard window.
  2. Go to the Sales > Order Fulfilment.
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  1. Here, users can Add Employees in particular transactions.
  2. Update Transaction Status in the column.
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RetailGraph Mobile Apps: Available on Android Play Store for Tablets and Mobile Devices


1. SwilPOS → Order Fulfilment (Kanban View) - Optimized for Tablets.

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2. SwilSORT → SORT Order (Status: Picking).
  1. Efficiently handle simultaneous and sequential picking in multi-floor/room setups with well-managed shelf IDs based on location.
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3. SwilSORT → Order Review (Status: Review).
  1. Seamlessly convert orders/challans and make batch edits as needed.
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4. SwilSORT → Order Packaging (Status: Packing)
  1. Enter the number of boxes used for packing items.
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5. Swil Dispatch → Admin View
  1. Access a dashboard to monitor active deliveries.
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6. Swil Dispatch → Ready For Pick Up (Status: Ready For Pick Up)
  1. Delivery personnel can mark orders as ready for pick up, view the number of boxes, item lists, and quantities, and generate receipts for any required payments.
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7. Swil Dispatch → Active Delivery (Status: Out for Delivery)
  1. Enhance visibility and control over deliveries in progress.
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Features & Limitations

  1. Mobile apps: General similarities with batch handling/quantity handling in UI.
  2. Barcode management: Barcode functionality integrated throughout forms.
  3. Rights control: Control achieved by assigning users to employees.
  4. Editing Batch in SwilSort: Restricted when invoice is not in credit.
  5. All Scan feature: Currently not supported.

Additional Details

  1. The management of rights for SwilSort - Status Wise is handled by assigning employees in the Status Master.
  2. Swil Admin has complete rights management with roles/users & app rights. You can access the admin portal at admin.swilerp.com.
  3. Users are required to have verified email IDs in order to log in to the mobile apps.
  4. For detailed information on setting up the environment for mobile apps, please refer to the article provided below.
  1. If you need further assistance or have any additional questions, feel free to ask!




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