How to Create & Modify Branches in Swil Admin

Step-by-Step Guide to Create & Modify Branches in Swil Admin

How to Create & Modify Branches in Swil Admin


Swil Admin is designed to simplify branch management in SwilERP. With Swil Admin, users can easily create new branches that are automatically integrated into the SwilERP software. Additionally, it allows users to modify existing branches remotely through the Admin portal.

By following a few simple steps, users can create or update branches effortlessly. Swil Admin makes managing branches easier, improving workflow and helping users work more effectively.

To initiate the process, start by logging into Swil Admin

  1. Navigate to the Dashboard> Home and select the Branch option.
Reference image:
SwilERP Dashboard Window
  1. After that, you will see a list of all the created branches here.
  2. To create new branch click on the Create New(+) option.
  3. Select the specific branch to see the details on the right side.
  4. Here you can view:
    1. Branch Details
    2. Additional Details
    3. GSTIN Details
  5. You can choose any branch and make changes to it by Edit option.
Reference image:
Swil Admin Branch Details Window

How to Create New Branch Master

  1. Click on the Create New(+) option.
  2. A window with multiple options appears, prompting you to select the database in which you want to create a new branch.
  3. Select an option as appropriate and click on it.
Reference Image:
Database Options Window

Note: When selecting the Centralized Branch option, you can only enter details which are registered in the Swil CRM portal.

Create New Branch with the following process:

  1. After selecting option, a Branch Master window will appear. Fill in the branch details here.
  2. At first, select "Branch Type" from the drop down list.
  3. Enter the Branch Name in the column.
  4. Enter the branch Number & Password in the columns.
  5. If you want to give a short name to the branch then enter it in the Alias column.
  6. Enter Address, Station, locality and Pincode in the column.
    1. Fill Contact Details of customer i.e., phone/mobile number, email id, contact person, etc.
  7. You can also add following details:
    1. Server Name
    2. User Name
    3. Database & Password
    4. Customer/Supplier
    5. Port (Mobile Apps) and No. of Users
  8. Update the GSTIN details of each branch in their respective columns.
  9. You can also upload the Branch Logo here.
Reference image:
Create Branch Window

  1. Go to the Additional Details tab.
  2. Here you can select Non-Salable & Hold Location from the drop-down list.
  3. Enter the Licence details of your businesses, For example drug licence.
  4. Click on the Save button.
Reference image:
Additional Details

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