Received Transactions in Swil Unify

Received Transactions in Swil Unify

How to Receive Transactions With Swil Unify


Receiving Transactions with Swil Unify

With Swil Unify, users can conveniently receive transactions shared by the SwilERP System. Here are the transactions you can receive:

  • Purchase Invoices

  • Sales Orders

  • Purchase Challans

  • Sales Return 

    >  Access the Swil Unify login here.

How to Schedule Transactions with Swil Unify Registration window:

  • Log in to SwilERP software.
  • Navigate to Options > Swil Unify > Registration.
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  • Fill in all Swil Unify registration details.

  • Generate schedules for sharing various transactions like sales invoices, purchase orders, purchase returns, and sales challans.

  • Use the View Details option to access company information.

  • Press Ok to proceed seamlessly.

Read more: Integrate Swil Unify with SwilERP.

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Open the Swil Unify on your system to initiate the process:  


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  • Upon login, you'll be directed to the Dashboard screen.
  • Look for the Received feature and click on it.
  • Displays comprehensive data for each transaction, including total received, downloads, and pending transactions.
  • View received transactions such as Purchase Invoice, Sales Order, Purchase Challan, and Sales Return.
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Step 1: Selecting Purchase Invoice Transaction:

  • View sender details like Sender name, Sender GSTIN, Entry Date, Invoice no, etc.
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  • To download the transaction, click on the arrow in the Download Transaction section.

  • Apply filters if needed: Entry date, Upload date, Sender name, Download, Not Download.


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  • You can also import CSV files by clicking on the Import CSV option.

Importing CSV Files:

  • Click on "Import CSV."
  • A pop-up window appears. Choose to Drag & Drop or Browse the file.
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  1. If you select Browse File, a new window appears. Select the file and click Open.
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  • Click Next to continue the process.

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  • Verify CSV and click Next again.

  • Preview the CSV by clicking on the given option.

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  • Enter the Party name and click Next.

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By following this process, you can also import transactions such as Sales Orders, Purchase Challans, and Sales Returns into a CSV format.

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