Using Hold Transaction in SwilERP
How to Use the Hold Transaction Feature in SwilERP
SwilERP provides a useful feature called Hold Transaction under the Sales Module > Fulfillment, which allows users to temporarily pause or hold a sales invoice. This is helpful in cases where a transaction cannot be completed due to issues like incorrect batch selection or product unavailability.
Open the SwilERP on your system to initiate the process:
- Go to the Sales menu.
- Click on Fulfillment at the bottom of the dropdown.
Choose the Hold Transaction option.
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Step 1: View Hold List
- A list of held transactions will appear with details like:
- Transaction Type (e.g., Sales Invoice)
Entry Number
Entry Date
Customer Name
Alias, Station, Employee
Status (e.g., Review)
- Click on the transaction you want to review or edit.
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Step 2: Review Product Details
- In this step, you’ll see a list of products from the held invoice. Each product displays key details such as Batch Number, MRP, Rate, Quantity, and more. (You can customize the grid columns as per your preference.)
- If there's an issue with a product, such as a missing batch, a message like "Batch Not Found" will be shown.
- To resolve such issues:
Select the correct Batch from the dropdown menu.
Modify the Quantity if required.
Click Update to apply the changes.
- Once all details are verified and corrected, click Next to proceed.
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Step 3: Review Log Details
- After clicking Next, the Log Detail screen opens.
- Left side shows old product/batch details.
Right side shows the updated ones.
🟩 Green = Added | 🟧 Orange = Edited
- Use this screen to quickly verify changes before finalizing the invoice.
Step 4: Finalize the Transaction
- Once all changes are confirmed:
- Click on the OK button to finalize the transaction and remove it from the hold list.
- Or click Back if you want to review it again.
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🔚 Conclusion
The Hold Transaction feature in SwilERP helps users efficiently manage interrupted or pending sales invoices. It gives flexibility to pause and fix the transaction without losing any data, ensuring a smoother billing process.
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