Learn How to View Adjustment Report in SwilERP Software

Adjustment Report

How to View Adjustment Report in SwilERP Software


What is Adjustment Report?

The adjustment report provides information about the inventory adjustments you make in the software. The adjustments you make to on-hand product quantities, including the adjustments that affect the net amount, also. This report will provide you all the stock adjustment details as per your entries. With SwilERP, users can view stock reconciliation details, i.e. shortage and surplus details, in which you make adjustments according to the actual stock.

For example, if you add 500 Qty stock with surplus reconciliation, then the surplus qty will reflect in the surplus column. Along with this, the product's net qty and net amount will also be shown in the columns.

Start with login SwilERP dashboard to initiate the process

  1. Go to the Reports> Product Wise Stock> Adjustment Report
Reference image:

Adjustment ReportSwilERP Dashboard Window

How to View the Adjustment Report

  1. A new window of Adjustment Report will appear in the next slide.
  2. Select the "Date Range" From to To for viewing report in selected date range.
  3. Select Report Type as Summary and Detail in which you want the details.
  4. Users can also apply the filter on products by clicking on Product option.
  5. You can also view the details of following options by selecting them:
    1. Category
    2. MktgCo
    3. Brand
    4. 'Product'
    5. Strength
    6. Product
    7. Generic
    8. Schedule
  1.  Click on the View option.
  2. After that, you will see details as shown in the following reference image according to the selected parameters.
Reference image:

View the Adjustment ReportAdjustment Report Window

To View the Report in Chart Format

  1. Select Any Column from the shown details in window.
  2. Click on the Chart option to view the report in chart format.
  3. Here you will see multiple options of chart format.
Reference image:

Report in Chart FormatChart Window
 

To Take Print or Preview and Convert into Excel Format

  1. Go to the Display section.
  2. Click on the Print & Preview option to take printout of the report.
  3. Go to the "T" point and click on the Excel option to convert it.
Reference image:

Print or Preview and Convert into Excel FormatConvert Into Excel Window

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