Master Data
New Updation In SwilERP
How to Update Product H1 Information in SwilERP Software In SwilERP Software, we made some required changes in updating product H1 information. Users can follow the below steps to download and updates the same. Start with login in the SwilERP ...
Delete Item/Product in SwilERP
How to Delete Item/Product in SwilERP Software In SwilERP software, deleting an item with transactions requires a two-step process. Users can only delete an item if it does not have any associated transactions. If an item has transactions, the user ...
Create Bank Master
How to create Bank Master in SwilERP Software SwilERP offers a useful feature to track your financial transactions by adding a Bank Account. This helps you to automatically import your bank feeds into the software and reconcile vouchers and bank ...
Create Credit Card Type
How to Create Credit Card Type in SwilERP Software Uses of Credit Card in SwilERP A credit card type defines the name of your payment mode. Users can select the credit card method while doing payments and receipt entries via SwilERP software. In ...
Give User Rights
How to Give User Rights in SwilERP Software The authorization given to the users enables them to access the software's menu option. If you want to give a user the right to see a specific menu, then you can do it from this option. Also, you can remove ...
Redeem Reward Points
How to Redeem Reward Points in SwilERP Overview Once a certain number of reward points are accumulated, customers/patients can redeem them to avail of rebates and discounts on their purchases. This article explains how to do the reward points ...
Free Reward Points in Sales Promotion
How to Apply Free Reward Points Sales Promotion in SwilERP What is Free Points? Reward point-based promotions are used for promoting sales in pharma retail businesses. Each time a buyer makes a purchase from the business, they receive reward points, ...
Sales Discount Master In SwilERP
How can a Pharmacist add Discount Scheme for Patient/Customer Learn how to add discounts in patient master. In the SwilERP software, there is an option to add a sale discount for a particular customer for a particular product. This article will show ...
Create Sales Promotion
How to Create Sales Promotion in SwilERP Software What does mean by sales promotion? A sales promotion is a marketing strategy in which a business uses an offer to increase interest or demand in its product. There are many reasons why a business may ...
Schedule Reminder for Patient/Customer
How to schedule reminder for patients/customer in SwilERP SwilERP featured an option of schedule a reminder for their patients. With this option, users can easily share reminders, birthday or anniversary wishes, and also share a report directly from ...
Create Patient/Customer Master
How to Create Patient/Customer Master & View List in SwilERP In SwilERP, there is an option for the patient list, in which you can create and view patient lists, particularly name-wise. The patient is also called a customer in the pharmacy sector. A ...
View and Create Doctor List from Master Data
How to View Doctor List in SwilERP What is Doctor List? During generating a transaction invoice there is an option to select refer-by doctor name. This option lets you view the doctor list and create a new doctor. In SwilERP, there is an option to ...
Create Transaction Series
How to Create Transaction Series in SwilERP Software A succession of volumes with related subjects, billing head, similar format and price, or continuous numbering is called series. So according to the transaction or branches, if you want to create a ...
Create Tax Type From Master Data
How to create tax type from master data in SwilERP Taxes are termed as an obligatory contribution made by individuals or corporations falling under the tax slab, to the Government of India. The government’s authority to levy tax in our country is ...
Create Discount Master for Supplier
How to Create Discount Master for Supplier in SwilERP A Discount on Supplier/Vendor is an option for applying a fixed discount on purchasing products. Users can apply discounts specifically Vendor-wise, Product-wise, or Category-wise. For example, If ...
Reconcile Opening Stock
How to Reconcile Opening Stock in SwilERP In SwilERP, users can reconcile the opening stock, ensuring accurate product quantities. This feature allows users to add stock quantities according to their needs, whether for newly created or existing ...
Create New Billing Head in SwilERP
How to Create New Billing Head in SwilERP A Billing Head is an accounting tool used for posting transactions related to products, services, and capital goods. It allows users to define deductions or collections within these categories. The feature ...
Create Schedule for Generic Name
How to create schedule in SwilERP During the creation of a generic name, there is an option to select Schedule. A schedule indicates the product's drug name in which your product is prescribed. Users can also define their schedule by given them ...
Generic Name of Drugs in SwilERP
Process to Create Generic Name of Medicines/Drugs A Generic Name is the chemical name of a drug, which is an alternative to the Brand name. In SwilERP, you have the flexibility to define and manage products by their generic names. You can easily ...
Create Product Category (Type)
How to Create Product Category (Type) in SwilERP What is Product category? A product category is a type of product. An organization typically creates product categories to organize products. For example, tablets, sanitizer, syrup, and injection are ...
Create Group Name by Master Data
How to Create Group Name in SwilERP Meaning of Group Name? The Group defines the products manufacturing company name. For Example, in the pharmacy sector, "Cipla" is product's group name that we enter while creating the product. In the Master ...
Scheme Creation for Supplier
How to Create Scheme (Supplier) in SwilERP In SwilERP, there is an option to create a scheme for suppliers it is a fixed promotion that is created by a buyer for the vendor. When buyers will buy a product in fixed quantity and then they will get free ...
Create Stock Entry From Masters
How to Add Stock in SwilERP What is Stock Entry? This option allows users to add stock quantities in products as per their requirements. Users can add Lot number-wise stock after filling in batch and rate number columns. The new lot number will ...
Create HSN Code and View HSN List
How to Create HSN Code and View HSN List in SwilERP An HSN "Harmonized System of Nomenclature" code is used for the classification of goods and services under GST. HSN codes for goods at 6 digits are universal common but, there are also 4 or 8 types ...
Create and View Master Group
How to Create and View Master Group in SwilERP Definition of Master Group In SwilERP, there is an option of master group in which you can define product's marketing company. A marketing company classify product segment wise. This is a classification ...
Product (Name/ Code Wise) List
How to View Product (Name/ Code Wise) List in SwilERP In SwilERP users can view their Product List with the option of Product Information, you can also add a new product and edit the previous one. There is an option to view the product list name-wise ...
Create Supplier/ Vendor Master
How to Create Supplier/Vendor in SwilERP What is Vendor? Vendors play an important role in the supply chain process for businesses that sell goods. a vendor is an individual or company that supplies the products to businesses or consumers. In ...
Create Refer By name
How to Create Refer By name in SwilERP Meaning of Refer By During the creation of a retail invoice, users have to select the "Refer By" doctor name. Refer By indicates the reference of the doctor who prescribes the medicine to the patients. Selecting ...
Create Product Master
How to Create Product Master in SwilERP Software What is Product Master? In SwilERP software, the first step in setup is adding products to the product master. The product master allows users to add new products and view them by name or code wise. ...