Learn How to Create Product Category in SwilERP ERP

Create Product Category

Creating a Product Category in SwilERP: Step-by-Step Guide

A product category refers to a particular sort of item or service. A company usually creates product categories to arrange products, and users can also edit and view the already created Category. In the SwilERP, there is an option to create a Product Category from the Masters menu. To create and view the Product Category follow these steps:

Start with Login in the SwilERP dashboard to initiate the process:

  1. Go to the Masters menu.
  2. Select the Inventory > Product Category.
Reference Window:
SwilERP Dashboard Window

How to go Product Category window:

  1. In the next window, you'll see the Product Category window:
  1. Now, you can see the list of existing product categories.
  2. Users can also create a new category with the option of  New .  
  3. You can Edit/ Print/ Delete and Refresh the existing Product Category.
Reference Window:
Product Category

Select the Category section:

  1. To create a new Product Category:
  1. Click on the  New  option.
  2. Now, enter the  Category Name  in a dialog box. 
  3. Select  Sales  tax and  Purchase  tax.
  4. If required, then select the  HSN code .
  5. Kindly update details in mandatory fields.
  6. After that, Click on the Save tab.
Reference Window:

Category section

Select the Additional Details section:

  1. You can set the  Discount Limit  by the given option.
  2. Select the Product Category Color tab, and the user can give the color of a particular product.

Note:-  You have to enable the " Recall Sale Rate " and "Recall Purchase Rate". This feature will give you convenience while billing the products having category, which you enable for " Recall Sale Rate " and "Recall Purchase Rate". It shows on which price you sold your product in the last transaction with the same customer. Also, you will have the freedom to sell the product at the same rate or not. 

Reference Window:

Additional Details section


Note:-  1- You can create a new product category by importing excel file by Import/Export Data window.
              2-  In a single category, there can be multiple products.

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