Start with Login in SwilERP dashboard to initiate the process

1. Go to Menu> Options Section> System Default.

1. Click on the System Default option.
   

2. After that, this option asks you to enter the Password to open this window.
   

3. For a password, you can contact your Local Service provider or make a ticket on Support.swildesk.com
   

4. After entering the password Product Information window will appear.
   

As shown in the below-given screen:

1. Product list optimization for:

1. Select from Barcode, Name or Alias in which you want to optimize your product list.
   

1. Locations:

1. There is an option to select stock location wise branch from the created branches. As you can see in the above-given reference image.
   

1. Billing Unit:

1. With this option, you can set the billing unit as Unit 1 or Unit 2, in which you sell and purchase.
   

1. Define Extra Rate Units:

1. If you tick-mark on this option, then the below-given options are enabled. You can enter rate units as per your requirements.
   

1. Vendor Wise Approved Products in Goods Received: This option is enabled for vendors. While creating vendors, there is an option to select approved products. In which you can select those products that are always sold to vendors. When you tick-mark on this option, the option is enabled in the vendor creation window.
   

1. Update Rate from Purchase: In the purchase transaction menu you can change or update the rate when you tick-mark on the update rate from purchase.
   

1. Use Color For Product Category: This option is to define colors for the product category. Only when you tick-mark on this option, then this option be enabled in the product category window. You can define categories colors-wise.
   

1. Use Lot Wise Rate(Y/N): With this option, you can easily enabled the option of use lot wise rate.
   

1. Show Expired Batch in Sales: Select this option if you want to see all expired batch numbers in the sales transaction menu. When you tick-mark on the show expired batch in the sales option, this option is enabled in the sales transaction menu.
   

1. Update Purchase Scheme in Sales Scheme: With this option, you can update all the purchase schemes in sales schemes.
   

1. Allow Discontinue Product in Sales:  Suppose your many products are discontinued in the SwilERP software. But you want to show them in the Sales transaction menu. Then you can tick-mark on the allow discontinue option and enable this option in the sales menu.
   

1. Show Category Group in Touch Screen: This option is for touch screen users. After the tick mark on this option allows for showing category groups in the touch screen window.
   

1. Calculate Sales Rate While Import: Whenever you import the sales transaction, there is an option to calculate the sales rate while importing the invoice. Tick-mark on the calculate sales rate while import to enable this option.
   

1. Show Virtual Products in Reports: With this option, you can enable the visibility of virtual products in the reports section.
   

1. Default Purchase Rate from Previous Lot: The new purchase rate is automatically fetched from the previous lot when you tick-mark on this option.
   

1. Merge Product on Lot Alias Scan: With this option, users can merge products on lot alias scan. That means you can easily merge your products lot-wise. The option is enabled when you tick-mark on the merge product on lot alias.
   

1. Merge Product on Barcode Scan (Only for sell loose items): Users can merge their products on barcodes by enabling this option. When you tick mark the merge product on barcode scan, the option is enabled in the SwilERP software.

   Note: This option is applicable only for sell loose items. That means when you sell the products in loose; the option is applied only on that.
   

1. Merge Product on Barcode Scan (Not applicable for sell loose items): By doing this option enables, users can merge products on barcodes. Whenever you tick-mark on this option, the option is enabled on products in SwilERP Software.

   Note: This option is not applicable for sell loose items. You can only apply this option to the products that are not selling in loose.
   

1. Check Different Expiry for Same Batch in Purchase:  With this option, users can check different products' expiry dates in the same batch. When you enable this option, this is applied to products in SwilERP software. Users can easily view batch-wise products' expiry dates.
   

1. Editable SKU Definition in Master:  Doing this option enables users can have the right to edit SKU definitions in the masters section. Stock Keeping Unit (SKU) is important to manage your stock. In inventory management, a stock-keeping unit is the unit of measure in which the stocks of a material are managed. When you tick mark on this option, the option is enabled on SwilERP software in masters.
   

1. Stock Basis: From this option, you can select the basis of stock. There are two options given in the product information section. 

                           1) Stock Date: Users can select the stock date option to manage their stock.

                           2) Expiry Date+ Batch Number: There is also an option to select expiry date+ batch number to manage their stock.
   

1. Batch Level: Users can also select the batch level in the product information section to manage batch numbers of products. There are two options given in the window:

   
   

                         1) Batch, Color, MRP: With this option, you can set products' batch as Batch, Color, MRP wise.

                         2) Color, Batch, MRP: With this option, users can set products' batch as Color, Batch, MRP wise.