How to create Purchase Order using the SwilPOS Mobile App

Purchase Order Creation with the SwilPOS Mobile App

A Step-by-Step Guide to Creating Purchase Order using the SwilPOS Mobile App

Creating purchase orders using the SwilPOS mobile app offers a simple and easy solution. With the app, you can conveniently generate purchase orders anytime and anywhere using your mobile device. It eliminates the need for being tied to a specific location or relying on a desktop computer. Overall, using the SwilPOS mobile app simplifies the purchase order creation process, making procurement more efficient and hassle-free.

Open the SwilPOS Mobile app on your device to initiate the process:

  1. Enter your registered email address in the provided field.
  2. Input your mobile application password in the password field.
  3. Click on the "Login" option. Reference Image:

  • Once you have logged in, navigate to the Dashboard screen where you will see three rows.

  • Click on the three rows. Reference Image:


  1. Click on the "Purchase Order" option to access the section specifically designed for placing orders. Reference Image:
                                                  
  1. The Purchase Order screen displays your previous orders.
  2. You can view the Last Week's Orders.
  3. You can Sort Orders by clicking on the arrow sign.
  4. Also, you can search Vendor Name and Order Number by clicking on the given icons.
  5. To generate a new order, simply click on the plus (+) sign. Reference Image:

  1. When you access the order screen, you will see that Order Series is already chosen by default.
  2. To place the order, you will search or select the Vendor name from the provided options. Reference Image:

  1. Once the vendor is selected, their details will be displayed on the screen.
  2. To continue with the order placement process, simply click on the Continue option. Reference Image:
                       
  1. From the drop-down menu, select the desired Product for the order.
  2. To add the product quantity, use the plus (+) sign to increase the quantity and the minus (-) sign to decrease it.
  3. Similarly, you can add multiple products to the order by following the same steps.
  4. Additionally, you can utilize the Scanner icon to conveniently add products by scanning their barcodes.
  5. Now, to continue the process click on Save. Reference Image:

  1. After saving the screen, you will receive a confirmation message along with a newly generated order ID. Reference Image:
           
  1. To view the order details in your SwilERP database, please follow these steps:
  1. Login to your SwilERP Software.
  2. Go to the Purchase menu > Purchase Order.
  3. After this, Purchase Order window will appear on the next slide.
  4. Go to the View section and click on the Previous option.
  5. By following these steps, you will be able to access the previous order details created in the SwilPOS app using SwilERP Software. Reference Image: