Masters Data
Creating Tray and Status Masters in RetailGraph
How to Create Tray & Status Masters in SwilERP (RetailGraph) Software Tray Master: Tray Master helps us organize and handle trays while making things in a business. It makes our work smoother and more efficient by managing how we use these trays. ...
Set Price List for Customer
How to Set Price List for Customer in SwilERP Software In SwilERP Software, you can easily create a price list master, allowing you to set custom prices for specific customers. Users can set products or price for regular customers by using this ...
Add Freight Charges with Tax in Sales Bill
How to Add Freight expenses with tax in Sales Bill in SwilERP (RetailGraph) With the help of SwilERP Software, the user can easily maintain expenses and applied taxes. This article will explain adding freight charges with tax amounts while creating a ...
Create Refer By/ Sales Person Master
How to Create Refer By/ Sales Person Master in SwilERP Software During the creation of Sales or Purchase Invoice, there is an option to select "Refer By" name in the column. Refer by indicates the reference of the doctor who prescribes the medicine ...
Enter Mobile Number In Party Ledger
How to enter Mobile number in the Party Ledger in SwilERP (RetailGraph) SwilERP software has a feature where users can enter and modify the mobile number in the existing Party Ledger account. In this article, we will explain how to do this process. ...
New Updates in RetailGraph
How to Update Product H1 Information in SwilERP (RetailGraph) Software In RetailGraph Software, we made some required changes in updating product H1 information. This article will explain how to download and upload new updates, which is about the ...
Create Lock MRP Master According to DPCO's New Issued Restricted MRP in SwilERP (RetailGraph)
How to Create Lock MRP Master According to DPCO's New Issued Restricted MRP SwilERP featured a new option for users to lock their products MRP wise. According to the government's new guidelines, MRP is restricted on some drugs. The pharmacist can't ...
Change Rate of an item
How to Change the Rate of an item in SwilERP (RetailGraph) In SwilERP Software, users have the ability to adjust or change item rates as needed. To modify the rate of an item, users should follow the steps below: Login in the SwilERP dashboard to ...
Process to Email Stock Valuation Report
How to Email Stock Valuation Report in SwilERP (RetailGraph) The stock valuation report in SwilERP software helps manage inventory data and assess stock value in terms of overvaluation, undervaluation, or market price. Users can access this report ...
Set Default Checks Options for Product Master
How to Set Default Checks Options in SwilERP (RetailGraph) Software SwilERP software provides a convenient option to set default checkmark selections in the product master window during new product creation. Users can tick the desired options from ...
Change User ID & Password
How to change the user ID & Password of the operator in SwilERP (RetailGraph) Software If the user wants to change the Id and Password to operators they can do it in the SwilERP. In this article, we will discuss how to change it. The user needs to ...
Create Carrier (Transport) Master
How to Create Carrier (Transport) Master in SwilERP (RetailGraph) Software A carrier is a person or company that transports goods for any person or company. The SwilERP software also has a feature: if a vendor/software user wants to print transport ...
Create Ledger Account in Master
Process of Ledger Creation, Modification, and Deletion in SwilERP (RetailGraph) Overview of Ledger Account? A ledger is a book of accounts in which account transactions are recorded. The basic purpose of the creation of Ledgers in SwilERP is to ...
Billing Head
How to Create Billing Head in SwilERP (RetailGraph) A Billing Head is a head used for accounting purposes to post transactions in accounts. Users can set the Add or Less amount transactions in which they will be creating a billing head. An invoice is ...
Vendor Creation
How to Create Vendor in SwilERP (RetailGraph) A vendor, also known as a supplier, is an individual or company that sells goods or services to someone else in the economic production chain. Users can also create a vendor according to their Locations. ...
Create Customer Master
How to Create Customer in SwilERP (RetailGraph) Software Creating a customer in SwilERP software refers to adding a new customer to the system. The customer record typically includes details such as the customer's name, contact information, address, ...
Create Product Category
How to Create Product Category in SwilERP (RetailGraph) A product category refers to a particular sort of item or service. A company usually creates product categories to arrange products, and users can also edit and view the already created ...
Create Marketing Group
How to Create a Marketing Group in SwilERP (RetailGraph) Software In the SwilERP software, the Group refers to the name of the manufacturing company for a particular product. For example, in the pharmacy sector, the product group name is entered as ...
Opening Stock Entry
How to Add Opening Stock in SwilERP (RetailGraph) Software Opening Stock is the amount and value of materials a company has available for sale or use at the beginning of an accounting period. In SwilERP, you can add opening stock in your product. ...
Create Product By Product Master
How to Create Product by Product Master in SwilERP (RetailGraph) Software When a new user does the setup of RetailGraph, they first do "Add Products " in the product master. In the SwilERP software, inventory management is the most important part; ...
Create HSN Code
How to Create HSN Code in SwilERP (RetailGraph) The Harmonized System of Nomenclature (HSN) initially employed 6-digit codes for Customs and Central Excise classification. While 6-digit HSN codes are universally common for goods and services, there ...
Create Transaction Series
How to create Transaction Series in SwilERP (RetailGraph) A transaction series helps you to maintain your every transaction. When users want to create transaction series in SwilERP, they can create it from the Masters menu. In SwilERP, there is an ...
Credit Card Type
How to Create Credit Card Type in SwilERP (RetailGraph) In SwilERP, creating a credit card group enables seamless payment and receipt entries via credit cards. Users can effortlessly establish credit card types in the masters section, selecting the ...
Add Bank Account Details
How to Add Bank Account Details in SwilERP (RetailGraph) If you want to keep track of your transactions, you can add a Bank Account in SwilERP. This will allow you to receive automatic bank feeds and easily reconcile vouchers and bank account data. ...
Create Account Group
How to Create Account Group Name in SwilERP (RetailGraph) In accounting, an account group is defined as the supporting report or document which includes detailed information of financial reports. For example, you can create current liabilities for ...
Create Tax Type Category
How To Create Tax Category in SwilERP (RetailGraph) In SwilERP, you can create a tax category for every slab rate on your sales and purchase transactions. If you want to add a tax rate on your products, you can create it manually, or you can also ...
Create Generic Name of Medicines or Drugs
How to create a Generic name in SwilERP (RetailGraph) What is a Generic Name? A Generic Name is "The Chemical name of a drug" this is a subsidiary name of the Brand name. Generic drug refers to a drug produced after the active ingredient of the ...
How to create a billing head to make a value Sales Credit Note or Purchase Debit Note
How to create a billing head to make a value Sales Credit Note or Purchase Debit Note In case you want to adjust any credit note or any amount from the vendor and adjust it in your accounts, then you have to follow the steps for this process. First, ...
Make customer directly from Sales Invoice without adding in Master
How to make customer directly from Sales Invoice without adding in Master. Now in the latest version of RetailGraph you can enter customer phone number and name in the column and save the bill, that Customer’s master will get auto create in the ...
Stock Location Master
Stock Location Master in RetailGraph This option is use-full who wants to maintain Stock location in the software. With the help of this option you can maintain your 2 or more location and manage their flow in the software. To make your stock ...
Create 6-Digit HSN Code
Important Steps about How to Create 6-Digit HSN Code in SwilERP (RetailGraph) As soon as the changing business comes into existence, we are seeing a huge change in the way products are being transacted around the world. To reduce errors when filing ...
Credit Card Entry Report
Credit Card Management With the help of this process, you will be able to see the entry's of your credit card and also you can clear those particular entry's. To access this process in RetailGraph please follow the instructions. First you need to ...
Invoice Product Attribute
How Invoice Product Attribute Option Works in SwilERP In SwilERP Software, users can categorize products at the time of billing using invoice product attributes. The invoice product attribute option allows you to set product attributes while ...
Link Generic to Product
How to Link Generic to Product in SwilERP (RetailGraph) In this article, we will see how to link Generic to product in RetailGraph. In below given image, there are two options highlighted, Generic Schedule and Generic. First, we will create a Generic ...
Give Role to a User
How to Give User Rights in SwilERP (RetailGraph) Software The mandate given to the users enables them to access the software's menu option. If you want to give a user the right to a specific menu, you can do it from this option. Also, you can remove ...
Sales Discount Master
How to Set Sales Discount Master in RetailGraph Sales Discount master Option is used to a given discount on different levels in the software. Click on Start -->Master-->Others--> Sales Discount Master After That Click on New Option a new window will ...
Set Promotion Scheme
How to Set Promotion In SwilERP (RetailGraph) Software You can set your promotions on the following bases. 1. Product 2. Product Category 3. Marketing Group 4. Brand, Invoice Value 5. Bar-code Promotion 1) Set Promotion On Product Click on Start ...
Receive payment through Credit Card
How to receive payment through Credit Card in SwilERP (RetailGraph) In RetailGraph, if we want to make/receive payment by credit Card then, First of all, we need to make a credit card in credit card type as shown in the below image. 2. We need to ...
Marketing Company/Marketing Group wise Sales and Stock Statement (Email Schedule)
Marketing Company/Marketing Group wise Sales and Stock Statement (Email Schedule) Many times we have required to emailing sales and stock statement report Marketing Company/ Marketing Group wise to respective MSR or Email contacts. For same we can ...
Data Seed
Data Seed Process in SwilERP (RetailGraph) What is data Seed ? Data seed is a process to give a unique identification of masters in data base like series, locations etc. Need of data seed. Data seed is used for multiple chain companies. When a ...