How to Create Counter Sales Entries in SwilERP (RetailGraph)
Counter Sales Definition
Counter sales representatives help users to attend to the walk-in customers at the time of billing. Multiple Sales Entries can be generated in a single menu by using the counter sales. It is beneficial to create multiple sales invoices in counter sales so that time can be saved and the billing process can be completed faster by reducing waste of time.
What is the Use of Counter Sales?
Counter Sale is one of the main features of SwilERP software used for billing. This option is used where the customer is usually not demanding the bill. But to maintain the stock shopkeeper will keep a record of daily sales. In SwilERP, if the user wants to generate Multiple Sale Entries in one window, then that can be created from the counter sale option. Then to create a sales invoice, you have to select the entries for which you want to create an invoice. After that, your sales invoice will generate successfully, and you can find the bill entries in the sales invoice section.
Start with Login in SwilERP Dashboard to Initiate the Process
Step: 1 Create Transaction Series
- Go to the Masters> Others> Transaction Series.
- A new window of transaction series will appear in the next slide. Click on the New option to create a new counter sales transaction series.
- In the Series Details section enter the following details:
- Select Transaction name as Sales Invoice.
- Enter Series Name at your convenience. (For example, you entered "CS" in the column)
- Select your Stock Location from the drop-down list.
- Enter Starting number in the column.
- All other details are filed automatically, i.e. Format Name, Descriptions, and Document.
- Make sure that you Untick the option of Generate Entry No.
Note: Untick the Generate Entry Number option is mandatory to create entries in the counter sales menu.
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- Go to the Additional Details section.
- Tick-Mark on the Walk in Customer to enable the saving option without selecting the customer name.
- Click on the Save option to save the window.
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To learn more about the transaction series, go through the below-given reference link:
How to Create Counter Sales Entries
Step: 2 Create Entries in Counter Sales
- Go to the Sales Section> Counter Sales.
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- After that, a new window of Counter Sales will appear in the next slide.
- Select the Product from the drop-down list for which you want to create an invoice.
- Products are automatically selected in check box while you add them in counter sales window.
- After selecting product add Product's Qty in the column.
- Here you can Select Multiple Products at the same time.
- Now, Click on the Save option.
- After saving the window, the entries that you entered will be saved. Then whenever you open the counter sale window, your entries will be shown as it is.
Note: While saving the window, remove tick mark on the Products. Because if you tick mark on it, the sales invoice will automatically be generated for the selected product.
How to Create Sales Invoice of the Entries
- Now, if you want to create a Sales invoice whenever you want. Then follow the below-given steps.
- Go to the Counter Sales menu.
- Tick-Mark on the Product whose you want to create a sales invoice.
- After that, select the Sales Invoice Series from the drop-down list where you want to make an invoice.
- You can include Cash Discount in Rs., % of item value, or % of net value.
- Select the Payment method in between Cash, Credit or Card/UPI.
- Click on the Save option.
- Or, if you want to take a printout for the same, click on the Save & Print option.
- After saving the window, the created invoice will reflect in Sales Invoice Section.
Note: After creating selected product sales invoice, the products will automatically be moved from the counter sales window.
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How to view Created Sales Invoice
- Go to the Sales Invoice menu.
- Select the Series that you entered while creating the counter sales bill.
- Click on the Previous Entry button to view the products.
- Here you can Edit the Customer name at your convenience and Save the bill.
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