Overview of the Sales Order Process in SwilERP

Overview of the Sales Order Process in SwilERP

Overview:

Managing customer orders from different sources like online platforms, WhatsApp, phone calls, or walk-ins can be challenging. The Sales Order feature in SwilERP brings all orders into one place. It helps you check order details, manage stock, and complete deliveries on time—making the whole process faster and more organized.

 

Steps to Process a Sales Order:

Go to the Sales Menu → Click on Sales Order → Add customer and product details → Save and proceed to fulfillment.

Form Name: Sales Order

Prerequisite:

  • Ensure inventory is updated for accurate order processing.

  • Verify customer details and pricing before finalizing the order.

Step-by-step Instructions: Create Sales Order in SwilERP

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