SWIL Software Data Security Features
Features of Data Securities in SwilERP (RetailGraph)
SwilERP offers robust data security features to protect software data. These features include user access controls, secure authentication, data backup and recovery, auditing, logging, and more. With these measures in place, the software ensures data confidentiality, integrity, and availability. Users can control access to sensitive information, authenticate securely, and have peace of mind knowing that their data is backed up and can be recovered if needed. Additionally, the software provides auditing and logging capabilities for enhanced security and accountability.
Let's have a look into features that can secure your business
Swil Admin Controls
Swil admin allows users to control software master data and grant user rights through the admin portal.
Manage Branches | Control User Roles | Manage User | Stock Location | Application Rights |
Control your all branch master data with Swil Admin. | Create new user role and give them modules rights. | Create new user and update all details by giving edit rights. | Create new stock location for software. | With this option, you can provide applications (i.e. SwilPOS, SORT, Dispatch etc.) rights to user. |
Data Backup (Auto/Manually)
Backup is the process of creating copies of data to safeguard against loss or corruption. It is vital for businesses as data loss can be detrimental. SwilERP offers two methods for data backup: manual and scheduled automated backup.
For more details, please read further about the process: How to Take Manual & Auto Data Backup
Restore Data Backup in Software
Backup is the process of creating a copy of the data on your system that you use for recovery in case your original information is lost or corrupted. With SwilERP, you can easily take data backup and save it to your system or drive.
For more details, please read further about the process: Restore Data Backup
User Controls
User Role: This option allows users to control user roles within the software, enabling restrictions on multiple functionalities for specific users.
- Restrict any transactions
- Restrict master creation
- Lock browse history
- Set particular role for user
For more details, please read further about the process: Give User Rights
Transaction Rights: With this option, you can give sales & purchase rights to the user. Following are the options in which you can give user rights:
- Edit Date
- Edit Rate/MRP
- Edit Discount/Promotion Details
- Payment Modes
- Sales Credit Limit
For more details, please read further about the process: Transaction Rights
Recover Deleted Bills
With this option, users can easily recover deleted bills if the invoices are mismatched or deleted by mistake.
For more details, please read further about the process: Recover Deleted Bills
Lock Sales/ Purchase Transaction Data
Lock Date means the date after which you can no longer edit the transaction against or where any positions related to an invoice may no longer be edited. In SwilERP you can lock sale & purchase both transactions.
For more details, please read further about the process: Lock Sales Data & Lock Purchase Data
Audit Trail
With this feature, you can record all transactions and track any changes made or modifications. In SwilERP software, the audit trail feature has been added to record all your edited transactions and track the records for the same.
For more details, please read further about the process: Audit Trail
Log Backup
This option enables users to take transaction backups and restore them into the software for data recovery.
Transaction Status Reports
SwilERP software has the feature to view all transaction status reports at the end of the day. With this option, users easily view invoice status as follows:
- Invoice updating status
- Modification date & time
- Transaction name
- Entry date and more details.
For more details, please read further about the process: Transaction Status Report
Daily Reports
Sales daily reports provide day-by-day transaction details to users. In which they can view all the day end data of transactions.
For more details, please read further about the process: Sales Daily Report
Lock MRP/Product/Customer
With the "lock detail" option, users can restrict the sale of specific items such as MRP, products, or customers during sales transactions. By setting locks on these details, such as MRP greater than 120 rupees for a particular product, the system prevents selling that product at a price exceeding the specified limit. Similarly, users can lock individual products or customers to control sales and enforce customized restrictions within the software.
Security Setting in System Default
In the system default section, users have the ability to modify security settings. This option assigns users to edit rights based on their specific needs, allowing them to customize access and permissions to their requirements for enhanced system security and control.
For more details, please read further about the process: Security Settings
Payment Counter
This feature allows users on a billing system to enter their closing balance when their shift ends. Upon logging out, a pop-up window prompts them to input the closing balance. The entered balance then serves as the opening balance displayed to the next user upon login.
For more details, please read further about the process: Payment Counter
Discount Controls
Users can control the access discount in software. With this option, you can check the access discount details in the daily summary report by setting parameters on it. Options are as follows:
- Sales bill having excess discount % >= [ ]
- Sales bills having different rates
- Sales bills having other adjustment
- Sales bills having different scheme [i.e. Excess, Short or Both]
- Sales bills having discount/scheme (not in master)
- Sales bills having zero rate
- Sales bills having sale rate < net rate
You can view the details in report by selecting above given parameters.
- Add or Less Discount options: In product master, you can add or less discount on particular product while doing sales billing. For example, user create a discount master for marketing company or category. If they want to add a separate discount on the product, you can add it in the product master window.
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