Setup Guide of SwilERP (RetailGraph)
How to Setup SwilERP Software in your System
Introduction of SwilERP
Introduce SwilERP as an all-in-one solution for the Retail and Distribution business. With SwilERP, It is significantly easier to operate sales, purchase, manage inventory, make billing easier and faster, create and send invoices, do accounting,
and know more about how to make your business easier by viewing every type of report. It automates all your business processes and provides a fast-paced way of working with efficiency.
On the other way, SwilERP is a complete
Inventory Solution software that makes your business stock more manageable. You can manage your inventory by viewing every type of transaction that helps you to reorder your stock quantity.
It provides detailed reporting and analysis of the entire business operations.
SwilERP is a powerful point-of-sale software for retail stores that automates
POS processes and store operations,
provides centralized control for multi-store retailers, and is integrated with other popular applications.
Kindly refer to the below- given link to learn more about SwilERP:
For the Setup of your software do follow the below-given process
The first step in setting up your software is an installation, for this go through the below-mentioned link:
When the installation of software is done, now the question is what's next?
There are two types of process
-
Online/ Centralized process.
-
Offline process.
What is the Online/Centralized process?
In SwilERP, users can set up centralized online working according to their
Branches.
For this process, users must have stable
Internet Connectivity to connect with the server. In the
Online Process, SwilERP's database created on the server system.
Here are the steps to setup your Online Process for SwilERP. Go through the below-given process:
- How to Set Centralized Online Working
- Step 1: Create Branches
- Step 2: Create Stock Location
- Go to the Stock Details tab
- Go to the User tab
- Go to the Product tab
- Go to the Customer Tab
- Go to the Vendor Tab
- Go to the Account Tab
- Step 3: Create Users
- Step 4: Create Transaction Series
- Step 5: Create a Product by product master
- Step 6: Create Customer/ Vendor
- Here are the steps to creating a Customer
- Here are the steps to creating a Vendor
- How to Export/ Import Master data
- Step 7: Create Billing Head
Do checkout the below-mentioned link, for the further online setup process:
What is the Offline process?
In SwilERP, there is also a process for Offline setup. In this setup, we will set the database in their respective Branches. The internet connectivity is required for importing and exporting data. SwilERP can be implemented in offline mode with a consolidated database and Master data.
Here are the steps to setup your Offline database for SwilERP. Go through the below-given process:
Do checkout the below-mentioned link, for the further offline setup process:
Registration with CRM
After the installation part, users have to register with CRM
to implement the online and offline setup.
In the online process, users give the branch name, address, station, and numbers of users to register on the CRM portal. First, we have to register the branches and users. After that, we can setup the online process.
In the offline process,
in this process, branches are registered separately according to their locations. After that, we can start working on the offline setup.
System Requirements
To set up your software, there are some system requirements that you should have in the system.
Recommended
-
System must have 8GB RAM
- Windows required - Windows 10
Minimum Requirements
-
System must have 4GB RAM
- Windows required - Windows 7 Service pack 1 and .NET 4.7.2
Integration with SwilERP Software
SwilERP has integrated with various applications to grow your business with SwilERP software. Check out the reference link below for information regarding integration with software. Here you can view multiple Applications that are integrated with SwilERP.
Reference Link: Integration with SwilERP
Report and Barcode Designer
SwilERP provides a utility named Report and Barcode Designer, which can be found in the Tool module. In Report Designer, we can create and edit formats of invoices/transactions/reports like sales invoices, Sales credit notes, Purchase invoices, and many more, which are given in SwilERP. For more information, do check out the reference link below.
Reference Link: Report and Barcode Designer
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