Swift Cloud ERP Support Centre
Introduction - What is Swift Cloud ERP? Welcome to Swift Cloud ERP, a software helping amazing businesses and organizations transition from manual to digital operations. Swift Cloud ERP helps business owners and managers like you achieve 3 objectives; firstly, to monitor operations realtime, secondly, it helps your team become more productive, lastly, to better manage all engagement with customers and leads as well as sell online. more... |
Navigation - finding your way around This describes different sections of the software. It is made up of two main sub sections, the top sub section and the side sub section. The top contains a notification bar, an icon to get help and imail for chatting with your team members. The left section contains all software menus. more... |
CRM - Customer Relationship Management The Customer Relationship Management (CRM) module helps you manage all engagements with leads, customer and vendors through marketing campaigns, support tickets, SMS and email. You can also manage all transactions with them such as raising electronic invoices, orders, making payments, etc. more... |
Inventory: Take control of your inventory The Inventory module is a very robust module that helps you create and manage your products/services. It supports creating multiple storage locations like branch offices and warehouses, as such, you can transfer stock between branches offices and warehouses. You can also make sales, purchases, stock adjustment, stock return and view more than 20 reports of stock levels, stock movement, stock outflow, inflow and other reports. Inventory module allows you to set up your case count/ wholesale start quantities. It also allows you to download various excel templates ranging from product upload, starting balance excel, product attribute excel, price update excel, product linking between the head office and the branch excel more... |
Accounting - Introduction The accounting module is rich with many features to manage and monitor the flow of cash in your business. It is fully integrated with most of the other module to enable you easily manage finances and get all the reports that tells you about your financial position at any given time. Below are some important operations you can can execute; more... |
HR - Human Resources Management The Human Resources management module of swift cloud ERP is a comprehensive team management software. It is made up of 3 keys components; managing staff's records in electronic form, performance enhancement/productivity features and a self-service portal. more... |
Payroll: simplify your payroll The payroll feature is related to the Human Resources Management module of swift cloud ERP. It enables your accounting team create various salary scales (a combination of basic salary, deductions and benefits that make up salaries of different categories of staff) based on your salary structure, assign staff to their respective grade levels and compute their salaries at a click monthly. more... |
Reservation - for hotels, motels and guest houses The reservation module of swift.ng cloud ERP is created specifically for hotels and guest houses. It enables you manage all departments of your hotel seamlessly. It is made up of 2 components; on-site and off-site reservation. more... |
Case Management: make your law firm/legal departments smart. This module of swift cloud ERP is designed specifically for law firms or the legal department of your organization. It enables you manage your clients, their cases, updates to cases and facilitates collaboration and record sharing between you and your team. more... |
Project Management: plan and track your projects progress The project management module is used for planning complex tasks such as; building projects, software development, construction, etc. When a project requires breaking deliverables into steps, and further down to tasks, assigning the tasks to team members, determining the proposed budget, timelines, updating progress and comparing planned versus actual delivery, swift Cloud ERP's project management helps you do that an much more. more... |
Production: manage your production flow and inventory The production Module of swift cloud ERP is used by factories to monitor production inventory of both raw materials and finished products. more... |
Property Rental/Leasing Manager The property rental and leasing module of swift Cloud ERP is used to manage properties on rent/lease by customers. This module enables you create invoices for customers, manage payments, calls for repairs, expenses and SMS/email reminders to customers and property owner or agent before the due day. It is properly integrated with the Accounting and Customer Relationship Management (CRM) modules of swift to ensure you keep your customers engaged as well as get all necessary accounting reports needed to know the financial state of your property Business. more... |
Job Orders for service Businesses Job Orders is one very useful module of swift cloud ERP for service-based Businesses. It enables you specify steps customers jobs/orders take from start to finish with a view of knowing which step in the process each job/order is at and also notifying the customer when the need arises. |
Investment: manage your client's investment portfolio The investment module of swift cloud ERP enables investment firms manage investments of their customers. They can create different investment plans, create customers' profile, add customers' subscription and allow swift cloud ERP calculate the repayment plan based on the tenure as well as update the balance payable as repayment is made. more... |
Appointments: Schedule appointment and issue access passes The appointments module of swift cloud ERP is essentially used to schedule appointments. All staff with access can create appointments pending the confirmation by an approving party. Upon approval, swift cloud ERP notifies both visitor and host as well as it creates a pass that can be accessed by security at the gate. more... |
Admin: System Administrators This module anables the admin and super admin users carry out tasks that others users are not authorised to. The activities can be categorized into setting up and user access management more... |
Reservation - Current Guests This page allows one to view current guests which include guests who booked beforehand and those who have checked in. It displays details which include the guest room number, type of room, guest name and the duration of the guest stay. more... |
Reservation - Checking-out This page simply shows a list of current guest(s) that are to check-out on current day. more... |
Reservation - Date Search This page offers a simple feature that allows one to search for the status and details on rooms within a predetermined period of time. more... |
Reservation - Setup Rooms This sub-module is used to create different room categories based on the features and cost of these reservations for the guests. more... |
Reservation - Setup Discounts This page functions simply to setup discounts for room in the establishment. You simply click on 'Create New' and add a description and amount for the discount and click on Create more... |
Reservation - Guest Payments Clicking this links to a page with a ‘date’ search bar on top where one can generate a guest payment invoice based on the time period specified. The Details of the invoice include date, entered by, guest name, arrival, departure and amount. more... |
Reservation - Guest List Clicking this links to a page with a ‘date’ search bar on top where one can generate details of all guests that reserved a room in the establishment within a period of time. The details include Guest’s Name, Ref. Number, Phone Number, Arrival and Departure time e.t.c. more... |
Reservation - Settings The Reservation settings is used to enable VAT and/or Service Charge, setup guest bill options, make a header, introductory text, footer and reservation policy for the establishment. more... |
Admin -Company Users This sub-module displays all company users and is a module that helps you to assign role to each user. more... |
Inventory - Dashboard The inventory dashboard allows you to view at a glance a statistical representation of products unit, stock level, Top customers of the month and year, top debtors e.t.c. using charts and graphs. more... |
Inventory + Products Navigation: Inventory + Products Every business has the product it sells or services it renders. The inventory module gives you the ability to keep record of your stock, monitor the stock level, stock movement, expiry dates, reorder levels, etc. They are also many product related tasks you can carry out in this page. more... |
Inventory - Sell This session will teach you how to sell to anonymous customers. Anonymous customers refer to those customers who are not regular. For such customers you may not need to register them on swift.ng as your customers, therefore you can use the 'Sell' sub-module to sell your products to them. more... |
Inventory - Held Items This sub module shows all unfinished transactions. it automatically saves all unfinished sales ( when selling to a customer for one reason or the other you want to sell to another customer, that transaction will save automatically when you click on sell or customer) more... |
Inter Branch Transfer This action allows you to transfer products from one branch to another. This is possible only when your products are linked accross branches. more... |
Inventory - Invoices The Invoices sub-module allows you to view all your customer invoices as well as carry out payments or supplies on already created invoice. more... |
Inventory - Purchases This sub-module allows you to view all purchase transactions carried out. An icon that is color coded where ‘red’ means ‘undone’ and ‘green’ means ‘done’ to the right indicates the state of the purchase if it’s been supplied only, posted only, supplied and posted or not supplied nor posted. more... |
Inventory - Settings This sub-module allows you to determine the properties of products in the inventory such as VAT, Withholding Tax, Expiry Date and the contents of generated Purchase Invoice which includes Invoice header, Invoice Footer, Payment Conditions, and Invoice Paper size. more... |
Inventory - Reports This page allows you to automatically generate and print all inventory related reports which includes Sales, Purchases, Customer/Supplier Refunds, Starting Stock, Updated Stock Reports e.t.c. more... |
Admin - Branch Settings This module helps you to create and edit company information more... |
Admin - New Branch This enables you to setup other branches for your company or subsidiaries. Subsidiaries are companies owned by same person but with different company name. more... |
Admin - Message Setup This enables you to create customized messages e.g birthday, new year, new month, Christmas or sallah messages. more... |
Swift.ng - Account Setup Welcome to Swift.ng. This session will show you a few important settings you need to put in place to get started. Each step will be taken and explained one after the other. more... |
Swift.ng - Registration To get started on swift.ng, you can either download swift app on Google playstore and install on your device (for Android users) or open your browser (Mozilla Firefox is recommended) and type www.swift.ng in the address bar. more... |
Admin This Module houses alot of essential features of swift.ng. Access should only be given to the Admin of the company as it deals with staff related settings, branch settings and enabling or disabling features of Swift.ng as a whole for the establishment. more... |
CRM - Target Dashboard This feature enables users monitor their sales target. more... |
CRM - Sales Target This sub-module enables users measure and estimate opportunities with ease and also reflects how this opportunities contribute to a set sales goals. more... |
Roles on Swift.ng-Override Reserved Products User assigned this role can access products on swift that has settings that enables companies to reserve some of their products. more... |
Roles on Swift.ng-Payroll Admin Payroll Admin user enables user access to all sub-module on payroll module more... |
Roles on Swift.ng-Payroll User Payroll User can only use what the payroll admin has already setup on the payroll module more... |
Roles on Swift.ng-POS This user can carry out sales end-to-end from creating Customers to selling more... |
Roles on Swift.ng-Project Admin Project Admin enables user access all sub-modules on the project module more... |
Roles on Swift.ng-Project User This user can only use what the project admin has already setup on the project module. more... |
Roles on Swift.ng-Property Admin This user is allowed to access property management as an admin without restrictions. more... |
Roles on Swift.ng-Purchase This role allows user to key in products purchase details. In taking stock of items/products purchases, the user is given access to key in purchases and price on issued invoice which reflects on the product dashboard. more... |
Roles on Swift.ng-Sales This role enables user to make sales more... |
Roles on Swift.ng-Super Admin The Super Admin is designated to the Business owner. This role gives him/her access to control all modules and manages activities of all branches. more... |
Roles on Swift.ng-Supplier Admin Supplier Admin user has access to vendor sub-module. This role enables user to create vendor categories, more... |
Roles on Swift.ng-Supplier User This role enables user to create vendors more... |
Roles on Swift.ng-Property User This user is allowed to access property management but is restricted to some aspect since the user is not an admin. more... |
Project - Dashboard This sub-module shows the different phrases assigned to a given project hence, users are able to know when a project is ongoing or completed. Project dashboard shows you the total projects that has been embark on, ongoing projects, completed projects. It also shows you projects within a budget and projects that exceeds a particular budget. more... |
Assets An Asset is anything that produces a current, future and potential economic benefits for an individual or an entity (organisation). The Asset module keeps track of all existing asset. more... |
HR - Excel Upload This sub-module enables users upload Excel documents. more... |
Production This module comprises of all the processes in production of goods from raw materials to finished products. more... |
Production - Raw materials This feature keeps track of all raw materials, should a user decide to categorize and group raw materials for production. Before you create a raw material, you must first create the various categories for the raw materials. Categories: to create a category, user should click on categories on the top right hand of the screen, click on create new and then enter the name of the category and create. Upon creating a category, user still needs to click on the category that has been created so as to add it to a sub category, without doing that, when creating the raw material user would not see the category he/she has created to pick. Groups: raw materials can be grouped for ease of work. To create a group, user should click on grouping and then enter the group name and group description and create. more... |
Production - Finished product setup This feature shows and categories finished products. more... |
Production order This sub-module enables user create production requests, pending and approved order. more... |
Admin - My Company This feature enables users edit company's profile (company details, company branch and assign roles to staffs in an organization). more... |
Admin - My Menu With the menu sub-module, a user can disable, enable, edit and delete any module if need be. more... |
Admin - All branches With this feature, business owners/managers can view and monitor the details/activities of other branches. more... |
Delivery Setup This feature enable users to setup their delivery route. This module of swift cloud ERP can be used by logistics companies and Transport companies. To create a new delivery setup, click on create new and fill in all the fields required and save. more... |
Track Delivery Enable users keep track of all their deliveries, delivery current location till its final destination. To track your delivery, click on delivery tracking, you can either select all, reference number, or route then pick the dates and search, You can also start a new delivery from this page by clicking on start new delivery on the top left hand of your screen and proceed with the delivery. more... |
Referral Level With this feature, users can setup and check their referral levels more... |
Referred Client This feature shows and keeps record of referred clients, active and inactive clients. more... |
PVs PVs otherwise know as Payment Voucher, is used to capture all payments made by a company to staff, vendors and customers. To create a new payment vouchers, Swift Cloud ERP has two ways of achiving that. The first is through Expenses. This is done by simply creating an expense. To learn more about expenses, click the following https://www.swiftclouderp.com/adminHelpMasters/details/73 The second method is through Cash Requests Workflow. Cash Request workflow enables subscribers of Swift Cloud ERP, create multiple approval steps through which requests for cash by staff can be processed from the point of requests to when payment is made. For more details, click this link https://www.swiftclouderp.com/adminHelpMasters/details/131 more... |
Accounting - Stock Request This feature enables staffs and users make request for products in stock. It requires that the stock request workflow or stock request steps are first set up. Stock Requests Steps can be found in the Team + HR Settings + Stock Reques more... |
Accounting - Cash Request This sub-module enables staffs make cash requests. Its depends on Cash Request workflow in the HR Settings (HR + HR Settings). The Cash Request workflow is a set of steps that is followed from the point where request is made for cash to the point payment is made. Once this is done, then a staff can log into Swift Cloud ERP, click his/her profile, navigate to Cash Request and click Create New Cash Request to start the process. more... |
Upload Document This feature allows user upload bank statements, journals, appointment letters, Landed Document, download excel document format and record statement more... |
Inventory - Held Purchases This sub-module show all unfinished transactions. It also saves automatically unfinished purchases when buying from a vendor. more... |
Roles on Swift.ng-User The User role is assigned to all staffs on Swift.ng more... |
Roles on Swift Cloud - Accommodation User Accomodation User can only use what the accommodation admins has already setup. more... |
Roles on Swift.ng- Accommodation Admin Accomodation admin user can perform functions such as setting up room, categories, giving discount, etc. This applies to every role that has ''admin'' and 'user'(inventory, account, crm, lead)etc more... |
Roles on Swift.ng- Account Admin The Account Admin role is assigned to the account manager, this roles enables user to carryout all Accounting related issues on Swift.ng. more... |
Roles on Swift.ng- Account User The Account User role are assigned to accountants under the supervision of the account manager. This user is restricted and only granted access to designated task more... |
Roles on Swift.ng-Adhoc Staff Adhoc Staff as the name implies, are roles assigned to temporary staffs within a given duration after which roles are dissolved. more... |
Roles on Swift.ng-Admin The Admin role is often issued to the business managers, this role enables the assigned user to control all modules exception of the Admin modules, controlled by the Super Admin more... |
Roles on Swift.ng-Case Admin This role works with the Case Management Module, the user is able to administrate all functions of the module. more... |
Roles on Swift.ng-Case User This role also works with the Case Management Module, user is restricted and granted access to task by the Case Admin. Thus user can create only cases more... |
Roles on Swift.ng-Cashier more... |
Roles on Swift.ng-Customer Admin Customer Admin role administrate all other Customer roles, this user has access to the CRM module. more... |
Roles on Swift.ng-Customer User Customer user is enabled to create only customers more... |
Roles on Swift.ng-Discount This role is assigned only to sales person's who should issue discounts on goods/services. more... |
Roles on Swift.ng-Document more... |
Roles on Swift.ng-Document User This user has access to the document module more... |
Roles on Swift.ng-HR Admin The HR Admin role has access to the entire HR modules, the field on HR settings are filled in by this user. more... |
Roles on Swift.ng-HR User The HR user has access to all sub-modules on HR and except the settings more... |
Roles on Swift.ng-Inventory Admin The Inventory Admin has access to sub-modules on the inventory module. Inventory User: an inventory User can view and sell products and services, but can't make any modification on products and inventory settings. more... |
Roles on Swift.ng-Inventory User Inventory user has access to sub-modules on Inventory module except the Inventory settings Inventory User: an inventory User can view and sell products and services, but can't make any modification on products and inventory settings. more... |
Roles on Swift.ng-Lead Admin Lead Admin has access to the lead sub module and creation of Lead steps more... |
HR - News This page fuctions as a News/Update board. Every new/update within the company is displayed on this page to be viewed by staff memebers. There is a date and time stamp under each created news that shows exactly when it was created. more... |
How to use the Help and Support Center This document describes how to use the help center. more... |
Daily Summary. This page enables you to view all your Daily Financial Summaries, Total Debit, Total Credit etc. more... |
Monthly Income Statement. This page allows you to view all your monthly income statement. more... |
Annual Income Statement. This page allows you to view your annual income statement. more... |
CRM - SUPPLIERS Vendors are you suppliers. This sub-module helps you to monitor the transactions between you and your vendors/suppliers. more... |
I-mail This page enables you to send and receive ,delete and print mails more... |
Selling or making sales They are 2 types of sales; Anonymous sales and customer sales. Anonymous sales are sales to walk-in customers. This type of customers don't require their profiles being created. The second type is customer sales, in which case, you create the customer's profile. The former is recommended in shops when you don't necesarily need to keep records of your customers while the latter is recommended espcially in wholesale settings, where credit sales is allowed or when you need to keep a customer list. more... |
Staff Departments This page allows you to create staff departments within the organisation. you can also edit and delete a department. more... |
Staff Bank This page allows you to create your staff bank. You can also, edit or delete a bank. more... |
Work Done This page enables you to post all your accomplishments for the day. more... |
Document Category. This page enables you to create,edit and delete all documents categories. To create a document category, click on document and go to create new then type the new category and save. Document groups: this allows you to create different groups for documents and also include descriptions to the document. Documents in Group's: this allows you to search for documents that are in groups. Documents Dashboard: the dashboard shows you all documents categories, documents in groups and the location of the document. Document Locations: this allows you to create various locations for documents. more... |
Properties. This module is basically designed for real estate or properties established firms. With this a user is able to keep record of all properties related issues. Hence, shows when properties are available, unavailable or rented out, its also have a report function. more... |
Un-Available Properties. This page enables you to view properties that are Un-available for rent and also rent out these properties. more... |
Attendance. This page enables all staff of an organization keep record of how often someone has been present at work. more... |
Accounting - Dashboard The Dashboard functions a feature that displays the Account Summary of a company using charts and graphs. The displayed contents include Sales, Purchases, Expenses, Revenue e.t.c. It helps the user to know at a glance the basic state of one's accounts. more... |
Accounting - Chart of Accounts Enables you categorise your various accounts. You can create cash and various bank details for receiving money. Swift.ng already populates this page with all required account for your business. you can also edit. At a click of a button assign account to already existing objects e.g you can assign a revenue account to all products already in store. more... |
Accounting - POS Charges This feature enables you to set up transactions carried out using a POS more... |
Accounting - Requisition more... |
Accounting - Income This sub-module enables you to enter all you company/business income more... |
Accounting - Expenses This sub-module enables you to enter all you company/business expenses more... |
Accounting - Cash Transfer This feature allows you to easily transfer funds from one account to another. All you have to do is enter the required details and click the transfer button. more... |
Accounting - Account Summary Here you can check your daily, monthly as well as yearly summary of accounts easily. It is equiped with a date search bar that helps make the search easier for specific searches. more... |
Accounting - Bank Statement This page allows the user to view and print out statements of either all or specific type of transactions carried out which could be cash or from a bank. The details it covers include date, account, ref. number, type, debit amount, credit amount and balance. It also provides a date search bar to easily track trasactions carried out between a period of time. more... |
Accounting - Customer Activity This page provides the details of all financial transactions with customers on a daily basis or within a specified period of time. The general customer ledger can also be printer out for reference purposes. more... |
Accounting - Supplier Activitiy This page provides the details of all financial transactions with suppliers on a daily basis or within a specified period of time. This can also be printed out for reference purposes. more... |
Accounting - Journal Entry This helps you to enter records of financial transactions carried out by the business organization more... |
Accounting - Reports This page helps one to easily print financial reports which include Income Statement, General Ledger and Balance Sheet. Clicking on any of the possible financial reports links you to a page with a search bar by date above it. The searched period of time generates a report directly below that can be exported as a Word, Excel or PDF document. more... |
HR - Dashboard The HR dashboard allows you to view at a glance the number of your company's team members, your Departments, Your KPI's and several others. To access the dashboard simply click on 'HR' and select the dashbaord from the drop down list. more... |
HR - Settings HR settings enable you to setup Categories, Departments, Banks, Pension provider and many more for you company. This setup is essential for the proper running of Swift.ng online ERP. more... |
HR - Team This page enables you to create Team members or staff of your organization. You will also be able to edit and disable (in case of death,suspension, etc.). You can also creat different categories of staff, assign them to departments, set grade levels, steps, send them SMS during birthdays, new month, new year and special occasions at a click. Other features include: staff work plan, work done, departmental access restrictions, KPI (key performance indicators) and process their salaries. more... |
HR - Tasks This Page shows the viewer in a graph and text the status of tasks assigned to a staff member. If complete or incomplete. The details shown include Staff, Date, Note, Status, Last Updated and Priority of the tasks assigned to the staff. A search bar by date above allows one to narrow down the search to specific periods of time. more... |
HR - Send Message This page simply functions as a message sender to different departments in the organization. You simply type in the subject of the message and leave blank if it's to be an sms, select the recipients, type the content of the message and click on the send button at the bottom of the fields. more... |
HR - Reports This page is used to generate reports on staff members. The reports include Official Information, Personal Contact information and Sureties/Referees. more... |
Payroll - Deductions & Allowances This page functions as a means to reward staff members for great performance or serve as a deterrant to work related misconduct through the means of deductions. Deductions can come about as a result of many reasons which could include missing items, lateness to work, incompete tasks within requested period of time e.t.c. Also rewards can also be as a result of sales commission, monthly allowances etc. more... |
Payroll - Reports This page allows you to view/print payroll reports which includes annual reports and individual staff view. The annual reports comprises of spreadsheets, deductions and benefits, and the individual view comprises of same parameters as that of the annual reports. To print out your spreadsheet, click on it and it loads for you to print more... |
Leads Navigation: CRM - Leads You can create profiles of leads or prospective customers using this module. Additionally you can also create a leads funnel or lead steps - steps that make up your sales process. This enables your sales team move leads down the sales funnel in order for you to know which step all leads are. more... |
CRM - Support Tickets Support ticket is a tool that is used to track if things are being done as they should. Allowing your business to create, update, and hopefully resolve any issues your customers might have or issues within the organization, these systems allow teams to capture, manage, and track the status of issues. For each task or concerned customers, there’s a ticket issued with details about what was done, who did what and when, and what else needs to be resolved, among other information. more... |
Create New Lead Navigation: CRM - Leads - Create New Lead This page enables you create a new Lead. All you need to do is fill the form and click the Create button at the bottom of the page and swift cloud ERP will redirect you back to the List of Leads. more... |
Lead Steps Setup Navigation: CRM - Leads - Lead Steps Setup This page enables you create Leads acquisition steps also known as a sales funnel; a set of steps all prospective clients pass through for a sale to be closed. You are expected to create them here, then when creating a new lead, you can choose which of the steps to place the lead. You can also change the step as you make progress with the lead. It may serve as a tool for qualifying your leads with a view of enabling you know which step in the sales process your leads are. more... |
Edit Leads Step Navigation: CRM - Leads - Leads Steps Setup - Edit Leads Step This is where you edit the details of a Leads step. You will find the existing fields made up of the name of the step and the order of presentation (a step with the value 1 means, the step will be presented first, the value 2, will be the second and so on) more... |
Delete Leads Step Navigation: CRM - Leads - Leads Steps Setup - Delete Leads Step This is where you delete or remove a Leads step. Upon clicking the link, you are navigated to a confirmation page where you either click delete to confirm your action or click "Back to List" to take you back to the list of Leads steps. more... |
Disable Leads Step Navigation: CRM - Leads - Leads Steps Setup - Disable Leads Step This link enables you disable a step from your Leads Steps. This will prevent the step from being displayed in the Leads page. Users will therefore not be able to add leads to the step. Conversely, you can also use the same link to enable a step that has been disabled. The enable icon is a thumbs up while the disable icon is a thumbs down. more... |
Customers Navigation: CRM - Customers This page manages all customer-related information . You can create a new customer, edit details of existing customers, create and manage customer categories and groups. You will also be able to send a message (email or sms) to individual customers or a category of customers, create and manage, view customer invoices, enter customer payments, products return, cash refund, orders, view customer invoices, and print customer list. The call memo features enables you to enter summaries of communication with customers and set appointments. more... |
Create New Customer Navigation: CRM - Leads - Create New Customer This page enables you create a new Customer. All you need to do is fill the form and click the Create button at the bottom of the page and swift cloud ERP will redirect you back to the List of customers. more... |
Edit Customer Navigation: CRM - Customers - Edit Customer This page enables you make changes to an existing Customer's profile. All you need to do is type in the changes in the the form and click the Save button at the bottom of the page and swift cloud ERP will redirect you back to the List of customers. more... |
Customer's Profile Navigation: CRM - Customers (search for specific customer and click customer's name) A Customer's profile shows all records and activities of a customer and are grouped into the following; customer details, links and activities. more... |
Making a sale Navigation: for customer sales, CRM - Customers - New Sale or New Sale (Date). while for walk-in customers, click Inventory - Sell. more... |
Create new user Navigation: Admin - New User This helps to create new users that can use this software. You need to enter the user's email, password, phone number and role. After creating a user, you will need to do three things; 1. Add the user to the roles (Admin - Company Users + Add Users to Role) 2. Add User to branch(es) if you have multiple branches 3. Update the user's full details in HR + Team. More about users below. more... |
Getting started Before you start using swift cloud ERP, it is pertinent you setup a few things in order to guarantee smooth onboarding. This includes; creating users, assigning roles, adding users to branches, setting up your branches, adding existing customers and balances, starting stock, invoice type, invoice view type, account information and starting balances, reservation settings, etc. more... |
Warehouses A warehouse in swift cloud ERP is a part of the Inventory module. It is a storage location for a branch of a business. Stock can be received from the main Warehouse and transferred to and from the warehouse more... |
Stock Transfer Stock Transfer is a menu that you use to move stock from one branch or warehouse to another. They are 4 types of stock transfer; 1. Inter Branch 2. Inter Warehouse 3. Warehouse to Branch and 4. Branch to warehouse more... |
Create New Product Navigation: Inventory + Products + Create New Product This page enables you create your products and services. Please note that, if you cannot see the create new product link, you either don't have access to create products or product creating is not enabled in your inventory settings ( Inventory + Settings - set the field named Allow product create to Yes and click save). For role related issues, contact your super admin to assign you to a role that will allow you create products. more... |
Roles on Swift.ng-Lead User The lead user creates only leads and assigned them to created lead steps more... |
Edit Product Navigation: Inventory + Product + Edit (Pencil icon) right hand side of each product This enables you make changes to product details such as changing prices, spelling mistakes, etc. Pleas note that not all users can maek changes to products. You need Inventory Admin role and other admin roles to be able to edit products. more... |
Reseller Program Unlock Your Tech Entrepreneurial Journey Are you ready to venture into the dynamic world of technology without the hassles of time constraints and development costs? Swift Entrepreneur is your exclusive gateway to becoming a tech-savvy entrepreneur or investor in a proven and tested ecosystem. more... |
Education Sector Swift Cloud ERP offers a comprehensive suite of features designed to streamline school operations for owners and managers. Our platform simplifies fee payment processes through a secure payment gateway, allowing schools to effortlessly generate electronic fee invoices and send them to parents for payment. With instant debit to bank accounts and payment receipts emailed to payers, fee management becomes seamless. Additionally, Swift Cloud ERP caters to school owners with multiple establishments, enabling centralized management under a single subscription. Our cloud-based delivery eliminates the need for complex server installations, ensuring a smooth implementation process without a steep learning curve. Coupled with top-notch training, comprehensive how-to videos, and AI-powered support assistance, users can confidently navigate the software for optimal performance without any obstacles. more... |
Hospitality Businesses In the fast-paced and dynamic hospitality industry, managing hotel operations efficiently is crucial for providing exceptional guest experiences while ensuring smooth business operations. Swift Cloud ERP emerges as a powerful solution tailored to meet the diverse needs of hotels, offering a range of features designed to streamline various aspects of hotel management. more... |
Distributor Business In the realm of distributor businesses, effective management of operations is paramount for ensuring seamless transactions, optimizing inventory, and fostering strong relationships with suppliers and customers. Swift Cloud ERP emerges as a comprehensive solution tailored to meet the diverse needs of distributorships, offering a suite of features designed to streamline various aspects of operations. more... |
Manufacturers Manufacturers operate in a complex environment where efficiency in production, inventory management, and resource allocation is crucial for profitability and competitiveness. Swift Cloud ERP presents a comprehensive solution tailored to address the specific needs of manufacturing businesses, offering a range of features to streamline operations and drive growth. more... |
Transport Business In the dynamic and demanding world of transportation, efficient fleet management, streamlined passenger booking systems, and seamless payment processing are essential for success. Swift Cloud ERP offers a comprehensive solution tailored to meet the unique needs of transport businesses, providing a range of features to optimize operations and enhance customer satisfaction. more... |
ICT Service Providers In the rapidly evolving landscape of information and communication technology (ICT) consulting, staying ahead of the curve while managing technical risks can be challenging. Swift Cloud ERP offers a unique opportunity for ICT consultants to streamline their services and expand their offerings through our White Label Partnership Program. This program empowers consultants to leverage our suite of products and services under their own brand, allowing them to focus on serving their clients while we handle the intricacies of technology. more... |
NGOs Non-Governmental Organizations (NGOs) play a vital role in addressing social, environmental, and humanitarian issues around the world. Effective management of projects, finances, and resources is essential for NGOs to achieve their mission and maximize impact. Swift Cloud ERP offers a comprehensive suite of modules tailored to meet the specific needs of NGOs, enabling them to streamline operations and gain a holistic view of their organization. more... |
Financial Services Financial services businesses, including banks and other financial institutions, operate in a highly regulated and competitive environment. Swift Cloud ERP offers a comprehensive suite of modules tailored to meet the specific needs of financial services businesses, providing robust solutions for customer account management, loan processing, payment integration, and overall operational efficiency. more... |
Retail Business Retail businesses operate in a fast-paced environment where efficiency, accuracy, and security are paramount. Swift Cloud ERP offers a comprehensive suite of modules tailored to meet the specific needs of retail businesses, providing robust solutions for general bookkeeping, accounting, inventory control, point of sale (POS), HR, payroll, and in-app payment integration. These features not only streamline operations but also enhance fraud prevention, increase efficiency, and improve overall business performance. more... |
Construction Companies Construction companies operate in a complex and dynamic environment, managing multiple projects, resources, and stakeholders simultaneously. Swift Cloud ERP offers tailored solutions to address the specific needs of construction companies, providing comprehensive modules for project management, accounting, inventory control, HR, and payroll. These modules streamline operations, improve efficiency, and enhance overall project success. more... |
Revenue Collectors Efficient revenue collection is paramount for any business's financial health and sustainability. Swift Cloud ERP offers a comprehensive solution tailored to streamline revenue collection processes, leveraging Customer Relationship Management (CRM), billing, payment integration, and communication tools. Additionally, Swift Cloud ERP provides robust modules for accounting, HR, and payroll, ensuring seamless operations across all aspects of revenue management. more... |
Investment Companies For investment companies, efficient management of investment plans, client subscriptions, and repayment schedules is crucial for maintaining financial stability and client satisfaction. Swift Cloud ERP offers a tailored solution with its Investment module, empowering investment firms to streamline investment management processes. Additionally, Swift Cloud ERP provides comprehensive modules for HR, payroll, sales lead management, accounting, inventory control, and budgeting, ensuring holistic financial management and operational efficiency. more... |
Business Use-cases We have created different use-cases to enable you understand all the features other businesses in your sector are using to streamline their operation in Swift Cloud ERP. more... |
Real Estate Real estate businesses thrive on efficient lead management, streamlined operations, and meticulous financial oversight. Swift Cloud ERP offers tailored solutions to meet the diverse needs of real estate firms, empowering their sales departments with tools like the Sales Lead Funnel for organized lead management. Additionally, Swift Cloud ERP provides modules for accounting, project management, budgeting, HR, payroll, property rental, inventory control, and investment management. These modules collectively optimize sales processes, financial management, and project execution, ensuring the success and growth of real estate businesses. more... |
Fraud Prevention in Retail Businesses These are some effective ways Swift Cloud ERP helps prevent fraud in a retail business: Increased Awareness: The presence of computerized systems signals to staff that there are mechanisms in place to monitor activities, potentially deterring fraudulent behavior. Accurate Records: Swift Cloud ERP maintains precise records of stock inflow and sales. This transparency ensures that discrepancies in stock levels can be easily identified and attributed, discouraging staff from attempting to manipulate inventory for personal gain. Non-deletable Entries: By restricting the ability to delete entries, the ERP system ensures that all transactions, including errors, are documented and traceable. This transparency helps business owners identify anomalies and investigate them promptly. Role-based Access Control: Implementing different access levels allows businesses to assign specific roles to staff members, limiting access to sensitive information and functionalities. This prevents unauthorized personnel from tampering with critical data or processes. Comprehensive Reporting: The availability of searchable, comprehensive reports enables businesses to retrieve data for any period, facilitating audits and inquiries. This transparency enhances accountability and makes it easier to detect irregularities or suspicious patterns. Entry Logs: Swift Cloud ERP maintains detailed logs of all user activities within the system. These entry logs provide a comprehensive record of actions performed by each user, including login attempts, transactions, and modifications. By monitoring these logs, business owners can detect unauthorized or suspicious activities in real-time, allowing for immediate intervention and investigation. This added layer of transparency and accountability acts as a deterrent to fraudulent behavior and strengthens the overall security posture of the retail business. more... |
Pharmacy Product List HYPO 500ML Cleaner |
Document Locations Document Locations: this allows you to create various locations for documents. To navigate to document locations, click on document and then click on document locations and create new location then save. more... |
Document Dashboard Dashboard: the dashboard shows you all documents categories, documents in groups and the location of the documents. To navigate to document dashboard, click on document then go to document dashboard. more... |
Document In Groups Documents in Group's: this allows you to search for documents that are in groups. more... |
Document Groups Document groups: this allows you to create different groups for documents and also include descriptions to the document. more... |
New-Visitors This module enables you to create new visitors, enter their address, phone number, purpose of visit and the staff you intend to see. To create a new visitor, go to visitors and click on new visitors then create new visitors. more... |
Visitors - Log These allows you to check the list of visitor's,edit the visitor's profile, delete the visitor's profile if there is a mistake,and it enables you to check out the visitor. more... |
Project - Category Project categories allows you to categorize projects based on their context. Bellow are examples of some common project categories: Technology: This category includes projects related to software development, hardware design, artificial intelligence, internet of things (IoT), etc.
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Investment Plan Investment plan allows you to create all your investments, to enable you manage and control all your investments plan. Investment plan also allows you to consider your financial goals, risk tolerance, and time horizon. To create an investment plan, click on investment and click on create new and enter all details required. more... |
Investment Payment Schedule Investment payment plan enables you to generate all payments schedule for clients within a specific month and year. It allows you to see the amount paid, the date it was paid and balance yet to be paid more... |
Courses Welcome to Swift Cloud ERP Courses! Here, you can enhance your understanding of Swift Cloud ERP through various video courses. Below are guidelines on how to navigate the platform as a user and as an administrator. For Users: 1. Accessing Courses: 2. Enrolling in a Course: 3. Navigating Course Content: 4. Comments: |
Payroll-Pay Salaries Pay Salaries: this is the point where salaries can be paid after it has been processed. You select the month and the year and then click on continue to staff list. You can also untick staff a staff name from the right hand box if you dont want to pay that particular staff. Percentages can also be reduced from this page in cases where the company does not have enough money to pay complete salaries, the system automatically calculates the percentage you input and pay. |
Budgeting The Budgeting module of swift cloud erp helps organisations to create projected income and expense items. This module hepls compaines to plan generally and also helps in the buget perfomance. |
Sales Enquiry For specific features, functionalities and pricing, more... |
Pricing For specific features, functionalities and pricing: Contact Sales on: +2348030901092 |
Credit Offers Credit Offers, a feature within Swift Cloud ERP, streamlines access to credit facilities from financial services partnered with our platform. Financial Services can effortlessly create offers, provide required information and terms, include loan services, and submit them for approval. Upon approval, the offers become readily accessible in the Credit Offers section of Swift Cloud ERP. To create a Credit Offer, ensure you have completed the following steps: 1. Prerequisites: 2. Set Up Loan Services: 3. Activate Banking Module: Creating a New Offer: Please note that only users with Admin, Super Admin, and Account Admin roles have access to and can create Offers. Processing Offer Applications: The involves reviewing and potentially advancing applicants' requests without guaranteeing loan approval. To access applications, log in and navigate to Banking > Offers. Select the desired offer to view its applications; the number of applicants will be displayed at the bottom of the page. Click the "applicants" button to access the applicant list. Depending on your offer configuration, you may have options to view payslips and process applications for each applicant. Clicking the process button will transfer the applicant's data to your client list and generate a loan application for further evaluation. more... |