Integrate SwilPOS App with RetailGraph/SwilERP: Step-by-Step Guide

Requirements for implement SwilPOS Mobile App with SwilERP

Effortlessly implement Swil Mobile Apps with SwilERP


As an existing user of SwilERP, you have the option to implement mobile applications to enhance your retail management experience. By integrating SwilPOS and SwilSORT mobile applications with your software, you can streamline your retail operations and enjoy a seamless, efficient workflow. This article provides a simple, step-by-step guide on how to implement these mobile apps with your existing SwilERP software, making it easier for you to take advantage of their features and capabilities.

Follow these Steps to implement Mobile Apps with SwilERP:

Step 1: Ensure you are using the Latest Version of SwilERP

Install SwilERP Latest Version: For seamless integration of mobile applications, ensure your SwilERP software is updated to version 3.2.15.33 or higher.

How to Update:

Local Service Provider: Contact your local service provider for assistance with the update.
Support Ticket: Alternatively, create a support ticket on Swil Support Desk to get help with updating to the latest version of SwilERP.

Step 2: Required Installation - Windows 10 and SQL Server 2016 or Above

  1. Check that your SQL version is SQL Server 2016 or above.
  2. Ensure that the SQL compatibility level is set to "SQL Server 2016 (130) or Above.
  3. It is crucial to use a SQL version that is compatible with Windows 10 to ensure optimal performance and functionality.
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Screenshot of SQL Server Management Studio showing database properties with compatibility level options for SwilERP software integration.

Note: Before uploading Masters to the Admin Portal, ensure that the CRM email ID is updated for at least one user.

Step:3 Upload Masters to Admin Portal

  1. Navigate to the SwilERP dashboard.
  2. Select the Options menu and choose Upload Masters to Admin Portal.

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  1. A pop-up window will appear. Click "Yes" to continue the process.
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Step:4 Connect Port to the SQL Database

  • First, you must connect the SQL server to your system using a port number between 54310 and 54321.
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    Step:5 Cloud Settings

    1. Log in to the Admin portal.
    2. Access Swil Admin with your credentials.
    3. Click on Settings > Cloud Settings.
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    Open the Cloud Connection window:
    1. Enter your Local IP Address in the designated field. This will be listed as the IPv4 address.
    2. Enter the Port number in the appropriate field.
    3. Check the Auto Start On Login option to ensure the application starts automatically when you log in.
    4. Click on Update Connection to save the settings.

    *If you need help finding your local IP address, refer to the detailed instructions provided here.

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    1. Restart your system.
    2. Log in to SwilERP software.
    3. Go to Tools > Cloud Settings.
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    1. Once the Cloud Settings window opens, ensure that the Local IP Address and Port are updated.
    2. Click on the Connect option to proceed with the connection.

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    Step:6 Obtain Login ID for SwilPOS

    To get the Login ID for SwilPOS, update the registered email ID in at least one user account within SwilERP CRM portal. This updated email ID will serve as the Login ID for SwilPOS.

    Step:7 Provide User Access to Mobile Applications

    If users do not have access to run the SwilPOS mobile app, they can log in to the Admin Panel using their registered email ID and the same password they use to log in to SwilERP.  After logging in, the Admin Panel window will appear, and users can give application rights to themselves or other users.

    Reference link: https://admin.swilerp.com/

    Step:8 Login to SwilPOS mobile app

    Download the SwilPOS Mobile App from the Play Store or App Store using this [download link]. Once the user has been granted access, they can log in to the SwilPOS mobile application.
    1. Open SwilPOS app on your device and click on the Sign In button.
    2. Enter the registered email ID and password that you use for logging into SwilERP.
    3. Click on the Sign In button to log in to the SwilPOS app.
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