Order Review Process in the SwilSORT Mobile Application

Order Review Process in the SwilSORT Mobile Application

The process of Order Reviewing in the SwilSORT Mobile App


The order delivery status after sorting the order has changed from "Picking" to "Review". To learn more about this update and the sorting process in the SwilSORT mobile application, check out the article: "Sorting Order in SwilSORT Mobile Application".

Once you've sorted 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 Sorting:

Open the SwilSORT Mobile app on your device to initiate the next process:

  1. Enter your registered Email Address in the provided field.
  2. Enter your mobile application Password in the password field.
  3. Click on the "Login" option.
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  1. Once logged in to the SwilSORT Mobile app, you see the Last 3 days created sales invoices, orders and challan here which you have created in your Retailgraph.
  2. On the Sort Order screen, you will see three rows; click on them.

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  1. Select the "Order Review" option from the available options.
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  1. Upon selecting the "Order Review" option, you will be able to see invoices, challans, and orders that have been successfully sorted and are now awaiting review.
  2. Here you can search orders by Customer name/Order number and by Tray.
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In addition, the SwilSORT app provides the following options for enhanced order management:

  1. Filter orders by Employee, Series name, and Transaction to streamline your search.
  2. Sort orders by Net amount, Party name, Order number, and Time.

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  1. When you open the selected order, you can utilize the (+) and (-) buttons to conveniently add or reduce the product quantity.
  2. Also, you can enter the product quantity manually.
  3. If the order is created in 'credit payment mode', you can enable batch number editing.

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.

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  1. To view invoice details, simply click on the "i" icon, and the Sales invoice details will be opened for your reference.
  2. In case you need to further refine the view, you can utilize the sort filter option to organize the information according to your preference.

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  1. If the user wants to convert order into 'Invoice & Challan' click on the below icon.
  2. Now click on the Continue option.

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Convert Order Window

  1. To review order click on the Submit, which will prompt a pop-up window to enter remarks.
  2. Enter Remarks as needed.
  3. Press "Continue" to proceed, which will move the order to the next step.
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In the Sales Invoice window of RetailGraph, you will observe:
  1. The delivery status will be updated to reflect the order's progress.
  2. The order will transition from "Review" to "Packing" as it gets prepared for shipment.
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