Sales
Boost Your Sales Using the Smart Salesman Feature
How to Boost Sales in SwilERP by Viewing the Smart Salesman Product List During Sales Billing This article explains how to use the Smart Salesman feature in SwilERP to increase sales during sales bill or sales challan billing. By viewing the product ...
Order Fulfilment in SwilERP (RetailGraph) with Mobile Apps
How to Streamline Order Fulfilment Process with Mobile Apps Operational Overview RetailGraph provides an order management system for the business. All types of orders, challans, and invoices seamlessly flow through a defined workflow, which includes ...
Add Extra Charges While Billing
How to Add Extra Charges While Billing in SwilERP In SwilERP Software, if the user wants to add extra charges while billing, it can be done using the billing head option. Extra goods charges make the goods for salable transportation, safety purposes ...
Adjust Sales Credit Note Against Bill
How to Adjust Sales Credit Note Against Bill in SwilERP Adjusting sales credit notes against bills is a crucial process for businesses that deal with sales transactions. It helps track credit amounts owed to customers and ensures accurate financial ...
At the time of Sales billing calculate Rate on the basis of inclusive Rate
How to calculate Rate on the basis of inclusive Rate at the time of Sales billing in SwilERP (RetailGraph) This option enables the user to auto-calculate the billing rate of any product if the user knows about the inclusive rate of the product. To ...
Modify Customer Name In Sales Bill
How to modify customer name while creating Sales Bill in SwilERP (RetailGraph) If your Sales Bill needs to be corrected in a customer name, you can use the Alt+F2 keys to make the necessary changes in the customer name. In this article, we will ...
Process to configure Laser Printer
How to Configure Laser Printer in SwilERP (RetailGraph) Laser printing is an electrostatic digital printing process. SwilERP software also has a feature where users can print their bills through the Laser printer. This article will discuss how to ...
Enable or Disable GST column in Sales bill
How to enable or disable GST column in Sales bill in SwilERP (RetailGraph) Software In SwilERP Software, there is an option to enable the GST Column in the Sales billing window. After that, you can see easily applied tax on products. In this article, ...
Export Quotation in PDF
How to export Quotation in PDF format in SwilERP (RetailGraph) Software A Quotation is basically a type of document that the suppliers or vendors provide to their customers in which the price of goods and services are specified. In SwilERP software, ...
Process to Add/Less Billing Head in Sales Invoice
How to Add/Less Billing Head in Sales Invoice in SwilERP (RetailGraph) Software A Billing Head is a head used for accounting purposes to post transactions in accounts. Users can define the deduction or collection of Products, Services, and Capital ...
Process to create Credit Card Type
How to add Immediate Credit Card Type while doing Sales Billing in SwilERP (RetailGraph) If a customer has bought some goods from us and wants to pay for it via credit card then we can select the credit card method while doing payment entries in ...
Find Vouchers Entries in Sales Invoice Menu
How to Find Voucher Entries in Sales Invoice Menu in SwilERP (RetailGraph) Overview Users can view the voucher details during the creation of the sales invoice. After making the sales invoice, if you want to see voucher detail for the same invoice, ...
Product Info While Creating Sales Invoice
How to View Product Info While Creating Sales Invoice in SwilERP (RetailGraph) In SwilERP Software, users can conveniently access product information with ease while creating a sales invoice. This data includes Location Details, Rate Details, Vendor ...
Quotation Creation in SwilERP (RetailGraph)
How to Create Quotation in the SwilERP (RetailGraph) Software A business quotation is representative of all that you offer to your customers. You should send the quote in a way that is easily accessible to the customer to receive a quicker response. ...
Recovery of Deleted Bills
How to Recover Bills which are Deleted by Default in SwilERP (RetailGraph) The need to recover bills deleted by default arises when a bill of any party or customer has been misplaced or deleted by mistake. This creates problems in the party's ...
Search Customer/Vendor Name by Using the Mobile Number
How to Search the Customer/Vendor Name by Using the Mobile Number in SwilERP (RetailGraph) While creating a sales or purchase invoice, if you want to search customer or vendor name using the mobile number, you can do it from the sales or purchase ...
History of Created Sales Invoice
How to View Created Sales Invoice History in SwilERP (RetailGraph) With SwilERP users can easily view the Invoice History of previously created sales invoices. It helps you to identify and review a quickly detailed list of all activities pertaining. ...
Modify Tax Type in Sales Bill
How to Modify Tax Type in Sales Bill in SwilERP (RetailGraph) Overview of Change Tax Type in Sales Bill Taxes are termed compulsory contributions made by individuals or corporations falling under the tax slab to the Government of India. If users want ...
Change Lot Discount in Sales Bill
How to Change Lot Discount in Sales Bill in SwilERP (RetailGraph) Overview of Change Discount in Sales Bill In daily routine billing to customers, we give discount attraction to our customers or increase sales through giving them discounts or ...
Modify Sales Bill Amount
How to Modify Sales Bill Amount in SwilERP (RetailGraph) Software What does Modify Sales Bill Mean? The user can modify their sales bill after creating it. The need to modify the Sale Bill occurs when the user needs to make any changes in the ...
Sales Debit Note
How to Create Sales Debit Note in SwilERP (RetailGraph) What is Sales Debit Note? Sales Debit note issued by the seller to a buyer for the product's price difference. A sales debit note is issued to increase the product's price rate. The Sales Debit ...
Sales Credit Note
How to Create Sales Credit Note in SwilERP (RetailGraph) Software A credit note serves as official communication from a seller to a buyer, indicating a credit adjustment in their account. It's issued for various reasons such as expired, damaged, ...
Process of Sales Replacement
How to Create Sales Replacement Invoice in SwilERP (RetailGraph) What does mean by Sales Replacement? A sales replacement takes place when a product becomes physically or economically obsolete. In the SwilERP software, there is an option to create ...
Create Sales Return Invoice
How to Create Sales Return Invoice in SwilERP (RetailGraph) Software What is a Sales Return? A sales return is when a customer returns a product to the seller. A customer may return an item for several reasons, including:- Expired, Damaged, Saleable, ...
Process of Counter Sales Entry
How to Create Counter Sales Entries in SwilERP (RetailGraph) Counter Sales Definition Counter sales representatives help users to attend to the walk-in customers at the time of billing. Multiple Sales Entries can be generated in a single menu by ...
Create Sales Invoice in SwilERP (RetailGraph)
How to Generate Sales Invoice in SwilERP (RetailGraph) Software A Sales Invoice is a formal document issued by a vendor to customers for products or services rendered. In SwilERP, users can generate sales invoices from the sales menu, containing ...
Create Sales Challan & Convert Into Sales Bill
How to Create Sales Challan In SwilERP (RetailGraph) What does mean by Sales Challan? Sales Challan is an agreement to sell the goods in which property/ownership of the goods is not passed to the buyer till an Invoice is prepared. The customer only ...
Generate Sales Order & Convert into Sales Invoice
How to Generate Sales Order & Convert into Sales Invoice in SwilERP What is Sales Order? A sales order is a commercial document prepared by a seller and to a customer. It confirms the products or goods and details the specifics, including the ...
Sales Order Verification
Sales Order Verification in SwilERP (RetailGraph) Software This is one of those options that are in higher demand. This option helps in order verification and manages it if you want to discard the details. This process is generally used to verify ...
Re-edit the Saved Bill of Sales and Purchase
How to Re-edit the Saved Bill of Sales and Purchase in SwilERP (RetailGraph) This is a very basic question which customer demand in the software. Through this option you can easily modify the old bills or access their information. Remember this ...
Convert Order to Invoice
Convert Order to Invoice in SwilERP (RetailGraph) Software In the RetailGraph, we can convert Sales Orders into Sales Invoices by using Convert Order to Invoice option. It can be found in Start> Sales> Convert Order To Invoice. Through this option, ...
Change Rate
Change Rate From this option you can easily change the rates of sales invoice while making the bill or after you have saved the bill. To execute the following process you need to make bill in sales invoice as shown in the image. Now as shown in the ...
Payment Counter
How to Initiate Payment Counter Process Through SwilERP (RetailGraph) Software What is Payment Counter? The Payment counter option is enabled for single or multiple locations where you can manage how you pay through sales billing. This option in ...
Invoice Summary
Invoice Summary in SwilERP (RetailGraph) This option of invoice summary is used in RetailGraph for viewing the details of your sales invoice through different-different option. You can find this option in software START-SALES-INVOICE SUMMERY. Once ...