RetailGraph will not allow users to change Item discounts during Sales/Purchase billing

RetailGraph will not allow users to change Item discounts during Sales/Purchase billing

How to set software will not allow users to change Item discounts during Sales/Purchase billing in SwilERP (RetailGraph)


SwilERP software has a feature where users can set the software not to allow users to change Item discounts during Sales & Purchase billing. This article will explain how to do this process in SwilERP.  To learn this process, follow the below-given steps.

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

  1. Go to the Masters menu
  2. Select Resources > User.
 Reference Image:
SwilERP Dashboard Window

  1. The user window will appear on the next slide.

  2. You can Edit/Print and Delete the existing user details if required.

  3. Here select the user to make the desired changes. 

  4. After selecting the User click on Edit option.
Reference Image:
Users List Window
  1. Now, above selected user window will open.
  2. Here, select the Additional Details section.
Reference Image:
User Window
 Apply For Sales Billing:
  1. Untick in below given both options:
  • Edit Discount
  • Only reduce Disc./Free Qty options.
    •  Apply For Purchase Billing:
    1. Untick in the below-given option:
  • Edit Discount
    1. To save the changes, click on Save.
    Reference Image:
    User Rights

    Note: After following the above steps, switch off the software and re-login. And now, the user will not be allowed to change the discount at the time of sales & purchase billing, and if a user changes the discount, then the software will show an alert message.
    Suppose we are creating a sales bill. 

    Start with re-login in the SwilERP dashboard to initiate the next process:
    1. Go to Sales menu > Sales Invoice.
    2. A Sales Invoices window will appear. To create a sales bill, click on 'New' option.
    Reference Image:
    SwilERP Dashboard Window
    1. Suppose we are creating a sale bill and already mentioned the discount as 5%.
    Reference Image:
    Sales Invoice
    1. And now the user is replacing the discount by 10%.
    2. Go to the Review tab and select the Change Trade Disc option.
    3. After clicking on Change Trade Disc, an alert pop message will appear, which means the software is not allowing the user to change the discount.
    Reference Image:
    Alert Window

     Note: The users can follow the above-given process for purchase billing. 

        • Related Articles

        • Change Rate of an item

          How to Change the Rate of an item in SwilERP In SwilERP Software, users have the ability to adjust or change item rates as needed. To modify the rate of an item, users should follow the steps below: Login in the SwilERP dashboard to initiate the ...

        • Change Lot Discount in Sales Bill

          How to Change Lot Discount in Sales Bill in SwilERP Overview of Change Discount in Sales Bill In daily routine billing to customers, we give discount attraction to our customers or increase sales through giving them discounts or promotions. In ...

        • Prohibit/Restrict an Item

          How to Prohibit/Restrict an Item in SwilERP (RetailGraph) SwilERP has a feature for the pharmacist to lock their products after that a pharmacist can not sell these products. If you want to restrict an item you can do it with the help of the Lock ...

        • 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 ...

        • Create Sales Invoice in SwilERP

          How to Generate Sales Invoice in SwilERP Software A Sales Invoice is a formal document issued by a vendor to customers for products or services rendered. In SwilERP, users can generate sales invoices from the sales menu, containing transaction ...