How to Add Discount Scheme for Patient/Customer in SwilERP Software

Sales Discount Master In SwilERP

How can a Pharmacist add Discount Scheme for Patient/Customer 


Learn how to add discounts in patient master. In the SwilERP software, there is an option to add a sale discount for a particular customer for a particular product. This article will show how a pharmacist can add a sale discount in the SwilERP software.


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

  1. Go to System > Master Data.
  2. Select Doctor/Patient List > Patient List.

Reference Window:

Select patient list option.

After that, you must create a patient master in the next appearing 'Patient List window. 

How to add a Sales Discount for a Patient/Customer:

  1. To add a discount, click on the Discount Information option.
Reference Window:

Add Discount Info for a Patient.


  1. Below window will appear; select the New tab to add a sales discount.
  2. There you can see all the sales discount details that you have created. 
  3. Users can also Edit/Print and Delete the previously created discounts.

Reference Window:

Discount master window.

  1. After clicking on the New tab, a discount Master window will appear.
  1. Here you can select the discount as per Marketing Company or Marketing Group/ Product Category/ Product/ Stock Location.
  2. Users can create the Marketing Company or Marketing Group/ Product Category/ Product/Location with the new option in every tab.
  3. Enter the Qualifying Amount. (That means the bill amount should be equal to or maximum of the qualifying amount; only then will the discount apply).
  4. Select these details if you want a discount will run for the particular Date and Time.
  5. Enter the Trade discount in %.
  6. If you want to apply Scheme Discount, enter the Scheme Disc % or Rs (Please select only one discount either scheme disc (Rs) or scheme disc (%).
  7. To save the window, click on the Save button. 
  8. After that close this window.

Note: If you want this discount to apply only to a particular Marketing Company or Marketing Group/ Product Category/ Product and Stock Location so in this condition, you have to select these details, and if you leave all these columns blank, then the discount will be applied to all Marketing Company or Marketing Group/ Product Category/ Product and Stock Location.


Reference Window:

Add Discount at Discount Master.


  1.  And now, to implement this discount, click on the Save tab in the Patient List window.

Reference Window:

Patient list window.



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