How to view the Group Wise And Group Supplier Wise Purchase Analysis (Old) Report in SwilERP

Group Wise/Group Supplier Wise Purchase Analysis

How to view the Group Wise And Group Supplier Wise Purchase Analysis (Old) Report in SwilERP


Meaning of Group Wise/Group Supplier wise purchase Analysis.

The purchase analysis report details the costs of purchasing every product during a given period. In the Group wise and Group Supplier Wise Report user can view the Groups name and Supplier name. 
In the SwilERP Software the user can view Group Wise/ Group Supplier Wise reports for transparency and for the user's benefit.
 
In order to view Group Wise/ Group Supplier Wise reports the user has to follow the certain steps:-

Start with Login in the SwilERP dashboard to initiate the process:

  1. Go to the Analysis section > Purchase Analysis (Old)
  2. Select the report which you want to view.

Reference Window:
SwilERP Dashboard Window

1-) How to view the Group Wise Purchase Analysis Report:

  1. Go to the Area-Product section.
  2. Enter the Date Range 'From to To.'
  3. Select the Report Type in which you want to view the Report as in Summary/Day Wise/ Month Wise/Quarterly/Monthly/Cumulative.
  4. If required, then select the Series of the purchase transaction.
  5. If the users want to apply a filter in the Report, they can choose the Product, Sales Person and Vendor tab and use all required filters.
  6. Select the Invoice Attribute, if needed.
  7. Click on the View tab.

Reference Window:
Group Analysis Report Window

How to view the report in the Chart Form:

  1. Select the Area-Product section.
  2. Click on the Chart tab and select the chart format to convert the report.

Reference Window:
Chart Tab Window

How to Print and Preview the report:

  1. Go to the Display tab.
  2. Click on the Print & Preview tab to take the printout.
Reference Window:
Print Tab Window

How to export the report into Excel format:

  1. Select the Display tab.
  2. Click on the 'T' point.
  3. Inside the 'T' point are many export formats options; select which export the report.

Reference Window:
Export Tab Window

2-) How to view the Group Supplier Wise Purchase Analysis Report:

  1. Go to the Product-Area section.
  2. Enter the Date-Range 'From to To'.
  3. Select the Report Type in which you want to view the Report as Summary, Detail, Month Wise, Day Wise, Quarterly, etc.
  4. If required, select the Series of Purchase Transaction.
  5. As per the requirements, users can apply the filter in their Report that selects and applies the filters in the Product, Sales Person, and Vendor tab.
  6. Select the Invoice Attribute, if required.
  7. Click on the View tab.

Reference Window:
Group Supplier Wise Report Window

How to view the report in Chart form:

  1. Select the Display section.
  2. Click on the Chart form, and select the chart form.
Note:- Kindly refer to the above-given Report (Product/Day Wise) to know how to export this report into Excel format.

How to Print/Preview and Export the report into Excel format:

  1. Select the Display section.
  2. To take the printout, click on the Preview and Print tab.
  3. To export the report into Excel and other formats, click on the 'T' point and select the export format.
​
Reference Window:
Print And Export Tab Window
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