How to view the Purchase Daily Reports in SwilERP & Track Purchase Stock

Purchase Daily Reports (Retail)

How to View Purchase Daily Reports (Retail) in SwilERP

In Purchase Section, users can view their Daily Reports. There is an option to view seven reports Check Purchase Bills/ Check List(Date wise)/ Check List(Product Wise)/ Check List(Supplier Wise)/ Daily Purchase Report/ Challan Summary and Supplier Ledger. This option will help you to maintain your data on daily basis.  



To View Daily Reports (Retail) open SwilERP

  1. Go to Purchase> Daily Reports (Retail).
  2. Click on the Report that you want to view.
View Daily ReportsSwilERP Dashboard Window

Check Purchase Bills Reports. 

  1. Go to Check Purchase Bills Report: 
    1. Enter the Date Range 'From' to 'To'.
    2.  Select Invoice Range.
    3.  Tap on the View option.
Purchase Bills ReportsPurchase Details Window
  1. To View details in Chart Format:
    1.  Go to the Chart option that is given on top of the right side.
    2.  Click on the Chart option.
Chart FormatChart Details Window
  1. To Preview and Print the details:
    1. Go to Display.
    2. Click on the Preview or Print option and Print your report. 
Preview and Print the detailsPrint and Preview Window

Check List (Date Wise) Reports.

  1. Go to Check List (Date Wise) Report:
    1. Enter Date Range 'From' to 'To'.
    2. Select the Invoice PayMode that you want to view in the report All/ Cash/ Cheque/ Credit/ Credit Card.
    3. Tap on the View option.
Check ListCheck List(Date Wise) Details
  1. To View details in Chart Format:
    1. Go to the Chart option that is given on top of the right side.
    2.  Click on the Chart option.
Chart FormatChart Option Window
  1. To Preview and Print the details:
    1. Go to Display.
    2. Click on the Preview or Print option and Print your report. 
Preview and Print the detailsPrint and Preview Option Window

Check List (Product Wise) Report.

  1. Go to Check List (Product Wise) Report:
    1. Enter Date Range 'From' to 'To'.
    2. Select the Series of your transaction.
    3. Filter your Product, Sales person, and Vendor.
    4. Tap on the View Option.
Check List Check List(Product Wise) Window
  1. To View details in Chart Format:
    1. Go to the Chart option that is given on top of the right side.
    2. Click on the Chart option.
Chart FormatChart Wise Details Window
  1. To Preview and Print the details:
    1. Go to Display.
    2. Click on the Preview or Print option and Print your report.
Preview and Print the detailsPrint and Preview Details Window

Check List (Supplier Wise) Reports.

  1. Go to Check List (Supplier Wise) Reports:
    1. Enter Date Range 'From' to 'To'.
    2. Select Parameter or select Invoice PayMode.
    3. Filter Vendor details.
    4. tap on the View option.
Check List Supplier WiseCheck List (Supplier Wise) Details Window
  1. To View details in Chart Format:
    1. Go to the Chart option that is given on top of the right side.
    2. Click on the Chart option.
Chart FormatChart Format Window
  1. To Preview and Print the details:
    1. Go to Display.
    2. Click on the Preview or Print option and Print your report.
Preview and Print the detailPrint and Preview Details Window

View Daily Purchase Reports.

  1. Go to Daily Purchase Reports:
    1. Enter the Date Range.
    2. Select Invoice/Return.
    3. Edit your Series of transactions and User.
    4. tap on the View option.
View Daily Purchase Report ReportsPurchase Report Window
  1. To View details in Chart Format:
    1. Go to the Chart option that is given on top of the right side.
Chart FormatChart Details Window
  1. To Preview and Print the details:
    1. Go to Display.
    2. Click on the Preview or Print option and Print your report.
Preview and Print the detailsPrint and Preview Details Window

View Challan Summary Reports.

  1. Go to Challan Summary Reports:
    1. Select the Date Range 'From' to 'To'.
    2. Edit Report Type if you want to view it in Summary/Detail/ Month Wise/ Day Wise/ Monthly/ Quarterly/ Cumulative.
    3. Filter your Product/ Sales Person/ Vendor.
    4. Tap on the View option.
Challan Summary ReportsChallan Summary Details Window
  1. To View details in Chart Format:
    1. Go to the Chart option that is given on top of the right side.
Chart FormatChart Details Window
  1. To Preview and Print the details:
    1. Go to Display.
    2. Click on the Preview or Print option and Print your report.
Preview and Print the detailsPrint and Preview Details Window

View Supplier Ledger (Summary) Reports.  

  1. Go to supplier Ledger(Summary) Reports:
    1. Select the Date Range.
    2. Choose the Location and Report Type in which you want to view the report.  
    3. Select Vendor details.
    4. tap on the View option.
View Supplier LedgerSupplier Ledger Summary Details
  1. To Preview and Print the details:
    1. Go to Display.
    2. Click on the Preview or Print option and Print your report.
Preview and Print the detailsPrint and Preview Details

Covert Reports into Excel Format 

  1. To convert your reports into excel format:
    1. Go to the Display tab.
    2. Click on the 'T' then select the option in which you want to view your reports.
Covert Reports into Excel FormatExcel Format Window

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