How to View Group Wise Profit Analysis Report in SwilERP Pharmacy

Group Wise Profit Analysis Report

How to view Group Wise Profit Analysis Report in SwilERP Software


Profitability being the most important objective of any business, every business person needs a tool to help them asses the same. Group-wise, product profitability is one way that enables the business owner to know the profitability of each product considering the cost and sales value.

In the SwilERP software,  there is an option in the Analysis section on how to view the Group-Wise Profit Analysis Report, and Which product is giving how much margin?

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

  1.  Go to the Analysis section.
  2. Select the Profit Analysis > Group Wise.
Reference Window:
Group Wise Profit AnalysisSwilERP Dashboard Window

  1. How to view the report details:

    1. Go to the Home section.
    2. Enter the Date-Range 'From to To'.
    3. If required, tick mark in the boxes of Deduct Return and Deduct Cash Discount.
    4. As per the requirement select any option in Detail/Summary/Month Wise/Day Wise.
    5. If the users want to view details of the particular product click on the Product tab and apply a filter in it.
    6. Click on the View tab.
Reference Window:
details in profit analysis reportAnalysis Report Window

  1. How to convert report into the Chart format:

The Chart is a graphic representation of the data. There are many types of Charts, i.e. Bar, Area, Column, Line etc.; you can change the data to another type of Chart if required.
  1. From the Home section.
  2. Click on the Chart tab and select which type of Chart you require.
Reference Window:
report into the Chart formatChart Report Window

  1. To view the additional details, follow the below-given steps:

    1. Select the Area-Product section.
    2. If the user wants to view the analysis report Product Group-wise, they can select the options below according to the requirements.
              Category /Brand /Product/Strength/Generic/Schedule, etc.
    1. If the user wants to view the details Area-wise, they can select the below-mentioned options as per the requirements.

             1. Region

             2. Area

             3. Sales Person

             4. Locality

             5. Vendor a/c

             6. ReferBy (zone), etc.

    1. After Following the above options, click on the View tab.
Reference Window:
additional detailsReport Analysis Window
  1. Select the Product-Station section:-
  1. If the user wants to view details as the Station-Product wise, then they can select the below steps:
    1. Country
    2. State
    3. District
    4. Station
    5. Customer
    6. First ReferBy, etc.
    7. Sales Person
    8. Customer account
  2. After following the above steps click on the View tab.
Reference Window:
Produc-StationtReport Window

  1. How to Print and Preview:

          If user wants to take the printout of this report then they can follow these easy steps:-

  1. Go to the Display section.
  2. Click on the Preview tab when you want to view how your report will appear when printed.
  3. To take a printout click on the Print tab.
Reference Window:
Print and PreviewPrint & Preview Tab Window

  1. How to Export the report:

          To export the report which is currently displayed on your screen, follow the below-given steps:-
  1. Go to the Display section.
  2. Click on the 'T' point.
  3. Inside the 'T' point, select one of the export formats as per requirement:-
  1. Excel
  2. Text
  3. PDF
  4. XML
  5. HTML
  6. RTF
  7. Advance Options
Reference Window:
Export Report Window

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