How to Update Retailgraph Settings in the System Default Window

SwilERP (RetailGraph) Settings

How to Update SwilERP Settings in the System Default window


When users want to change settings in the features of the SwilERP software, they can do it with the help of the "System default" window. When you go to the System Default window, you can view many options related to the system settings.

This article will discuss how you can update settings according to the user's requirements. When you click on the System Default option to update the settings, a new pop-up window will open and ask for a password. Contact your local service provider to know this password, or make a ticket on Support.swildesk.com.

Follow the below process to update the settings in SwilERP Software:

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

  1. Go to the Options tab.
  2.  Select the 'System Default' option.
Reference Window:
SwilERP Dashboard Window

Here are the following options to update settings in RetailGraph:

  1. Firstly, select the "RetailGraph Setting"  option in the next appearing window.
  1. If you want to set an alert message which is shown you a warning at the transactions time, then you can tick a mark in the below-given options:
  1. Warning For Sale Rate Below Cost Rate
  2. Warning On Zero Bill Amount
  3. Warning On Duplicate Product in Transaction
  1. On receiving the invoice from the vendor, TDS/TCS will be calculated on the differential amount. You can tick the mark in the below options accordingly:
  1. Calculate TDS on Sales
  2. Calculate TDS on Sales 
  1. If the user wants all their Sales and Purchase orders clear will be automatic, they can use the checkmark in the below-given options:
  1. Auto Clear Sales Order
  2. Auto Clear Purchase Order
  1. All products with a manufacture date are reviewed to ensure label claim levels of ingredients are met before being released for sale and throughout the product lifecycle. On the other hand, an expiration date indicates stability information specific to that formula has been established. Users can set the Date Format as per their choice in between the below options:
  1. Manufacturing And Expiry 
  2. Date Format
  3. 1st/ 15th / Last Day of the Month
  1. The alias name indicates an additional name; the user often wants to give a unique name to their products, by which the product name to be remembered, if the users want to update this setting then tick mark in the below given option:
  1. Unique Alias 
  1. If you can set the name of Refer By, you can tick in the given option after the tick mark that the selected name will show in every sales invoice transaction by default:
  1. Default Refer By For Sales
  1. With the help of Point System, the customers earn points for visits or transactions that can be further redeemed on their next visit or purchase. You can select the Billing Head options accordingly from the given Drop-down list:
  1. Billing Head For Redemption of Points
  1. When you tick the mark in this option, you can see the last purchase history of the particular vendor:
  1. Show Last Purchase Detail
  1. When you tick the mark in the below option, you can view the last sale history of the particular buyer:
  1. Show Last Sale Detail
  1. If the value is zero in the purchase billing document, it should not allow the billing document to be saved. While making a purchase invoice, it gives the below warning message if you ticked the mark in this option:
  1. Warning Zero Bill Amount
  1. For example, at the time of sales billing, if you add a product more than once, you can see the below warning message if you have a tick mark in it:
  1. Warning On Duplicate Product In Transaction
  1. The payment due date is the date by which the payment should be credited to your credit account. The Users can Calculate the Due balances according to the below-given options:
  1. Calculate Due Date From (LR Date/ Invoice Date)
  1. With this option, you can find the product as per your requirements; for example, if you want to search the products name-wise or the product name comes first in the search time, you can update the settings in the "Stock In Transaction" option:
  1. 'Stock In Transaction' (As Entered/ Product/Group Name and Product/Shelf Id and Sr. No.)
  1. As same in the stock out transaction time, you can update the settings by selecting the given options; for example, if you want to out the product according to the As entered/product-wise/Group Name and Product/Shelf Id and Sr.no, then you can select any option in the drop-down list:
  1. 'Stock Out' Transaction' 
  1. Users can calculate the Cash discount for their customers as per the requirement; if you want to give the discount on the Item value or Net value, you can update this setting in the 'System Default' window inside the 'Cash Discount Calculation' option:
  1. Cash Discount Calculation (% On Item Value / % On Net Value)
Reference Window:
System Default Window