This guide walks you through the steps to integrate Razorpay POS with SwilERP Admin and use it while billing.

Step 1: Log in to Swil Admin

1. Open the Swil Admin login page. ( admin.swilerp.com)
   
2. Enter your registered email address and password.

3. Click on Sign In.
   

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Swil Admin Login Window

Step 2: Go to Integration  

1. After login, you will see the Swil Admin Dashboard.

2. From the left-side menu, select Integration.
   

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Swil Admin Dashboard Window

Step 3: Select Payment Integration  

• Inside the Integration module, you will see a list of available payment gateways:

• Razorpay POS

• Paytm

• Fingpay

• PhonePe

• Click on Connect Razorpay.
  

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Payment Integrations Window

Step 4: Add Devices  

• After connecting Razorpay POS, you will see the list of already added devices (e.g., PineLAB, AxisPOS).

• To add a new device, click on the + Add Device button.
  

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Add Device Window

Step 5: Enter Device Details  

Fill in the following details provided by Razorpay:

• Device Type: Razorpay POS (selected by default)

• Select Branch: Choose the branch name (e.g., Krishna Enterprises)

• Other Details: Enter the Merchant ID, Terminal ID, Device ID, Username (API), App Key, Device Name, and Password provided by Razorpay.

• Once all details are entered, click on Add to save the device.
  

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Add Device Window

Steps to Create Credit Card Types in SwilERP  

• Go to Masters → Others → Credit Card Type.

• A new window will open, showing the list of existing payment types.

• Click on New to create a new type.
  

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SwilERP Dashboard / Credit Card Type Window

Create RazorPay Card Type  

• Credit Card Type: RazorPay Card

• Account: Select Bank Account

• Parameter: PY-CARD

• Click Save
  

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Razorpay Card Type Window

Create RazorPay QR Type  

• Credit Card Type: RazorPay QR

• Account: Select Bank Account

• Parameter: PY-QR

• Click Save

• Now, both RazorPay Card (for card payments) and RazorPay QR (for QR payments) will be available for billing.
  

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Razorpay QR Type Window

Steps to Create a Sales Bill in SwilERP  

• Go to Sales > Sales Invoice.
  
• Enter customer and product details.

• Click on Save to generate the sales bill.
  

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SwilERP Dashboard / Sales Invoice Window

Add Payment Details  

• After saving, the Payment Details window will open.

• Select Card/UPI as the payment option.

• Choose RazorPay Card or RazorPay QR from the dropdown.

• Click Save.
  

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Payment Details Window

• The Payment Device List window will appear.

• From the list of POS devices (e.g., AxisPOS, PineLAB, PhonePePOS), check the box next to the Razorpay device.

• Click OK.
  

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Payment Device List Window

• The message Waiting for Payment Confirmation will appear.

• Click Check Payment Status to verify.

• If confirmed, the system updates the status and completes the transaction.

• If not, you can click Cancel to stop.
  

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Payment Status window

• Once successful, a message will appear: Payment completed successfully.

• Click OK to confirm.
  

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Payment completed confirmation Window