Analyze Purchase Transaction

Analyze Purchase Transaction

A Step-by-Step Guide to Purchase Transaction Analysis in SwilERP Enterprise


In this guide, we'll show you how to analyze purchases in SwilERP Enterprise. By doing this, you can make better buying decisions and simplify your business processes. Plus, we'll demonstrate how to customize these reports to suit your preferences.

Start with Login in SwilERP Dashboard to Initiate the Process:

  1. Go to Analysis menu > Purchase Transactions


Reference Image:
SwilERP Dashboard Window
  1. The "Next Purchase Analysis" window will appear on the following slide.
  2. Choose the desired Date Range for the analysis.
  3. Select the Report Type from the options (Summary, Detail, Month-wise, Day-wise).
  4. Select the Purchase Transactions for which you want to analyze transaction details.
  5. If necessary, make selections for Vendor, Sales Person, or Series options.
  6. If required, select Invoice Attribute.
  7. Finally, click on the "View" tab.

Reference Image:
Purchase Transaction Window
  1. Choose report fields and customize the report by dragging fields between Filters, Columns, Rows, and Values.
  2. View data in the Analysis Grid section.
Reference Image:
Purchase Transactions Analysis Window

Customizing Your Report:

After choosing your parameters, tailor the report with these simple steps:
  1. In the Drag Fields section, right-click on your selected field, such as "Amount."
  2. Opt for Field Settings in the menu to customize your selection.
Reference Image:
Field Settings Window
  1. This action opens a new window titled "Field Setting: Amount," offering several report customization options:
  1. Filter
  2. Subtotals
  3. Show As
  4. Format
  5. Display
  6. High Values
  7. Low Values
  1. For example, if you wish to see the Maximum Values of amount.
  2. Head to Subtotals and choose the Maximum option.
  3. Confirm your choice by clicking OK.
Reference Image:
Field Settings: Amount Window
  1. And the system will promptly display the maximum value of Amount field.
Reference Image:
Maximum Value Window
  1. After that you can convert details into chart format by clicking on the given Chart option.

Reference Image:
Chart Window
  1. To view the raw data of a analyze Purchase Transactions, select the "Raw Data" option.

Reference Image:
Raw Data Window

 Steps to save Customized Report:

  1. Enter the desired report name.
  2. Click on the Save option.
Reference Image:
Save Option Window

Steps to Accessing a Previous Report:

  1. Select the report from the drop-down list and click "Open."

Managing Reports (Remove/Export/Import):

  1. Select the report from the drop-down list.
  2. Open the report and choose either "Remove," "Export," or "Import" as needed.

Reference Image:
Remove/Export/Import Window

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