Order Review Process in the SwilSORT Mobile Application
The Process of Order Reviewing in the SwilSORT Mobile App
Once you've picked your orders, it's time to review them. In this article, we'll explain the step-by-step process of order reviewing, helping you make the most of the SwilSORT app. Let's get started!
Order Review Process After Picking:
Open the SwilSORT Mobile app on your device to initiate the next process:
Enter your registered Email Address in the provided field.
Enter your mobile application Password in the password field.
- Click on the "Login" option. Reference Image:
Navigating to Order Review
Once logged in, select your company.
View the dashboard screen to see total orders and other details.
- Click on the three horizontal lines (menu icon) to access the Order Review menu, or select it directly from the dashboard screen. Reference Image:
- Select the "Order Review" option from the available options. Reference Image:
- Upon selecting the "Order Review" option, you will be able to see invoices, challans, and orders that have been successfully picked and are now awaiting review.
- Here you can search orders by Customer name/Order number and By Tray. Reference Image:
In addition, the SwilSORT app provides the following options for enhanced order management:
- Filter orders by Employee, Transaction, and Series name to streamline your search.
- Sort orders by Net amount, Customer name, Order number, and Delivery Date/Time. Reference Image:
- When you open the selected order, you can utilize the (+) and (-) buttons to conveniently add or reduce the product quantity.
- Also, you can enter the product quantity manually.
- If the order is created in 'credit payment mode', you can enable batch number editing. Reference Image:
Note: The box color will be red until picking total quantity for reviewing. Once the quantity is entered, the box color will change to green.
- To view invoice details, simply click on the "i" icon, and the Sales invoice details will be opened for your reference.
- In case you need to further refine the view, you can utilize the Sort filter (Shelf Id/Quantity) option to organize the information according to your preference. Reference Image:
- To review order click on the Submit, which will prompt a pop-up window to enter remarks.
- Enter Remarks as needed.
- Press "Continue" to proceed, which will move the order to the next step. Reference Image:
In the Sales Invoice window of SwilERP, you will observe:
- The delivery status will be updated to reflect the order's progress.
- The order will transition from "Review" to "Packing" as it gets prepared for shipment.
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