How to View Margin Details of Purchase Bills in SwilERP Software

Margin Details of Purchase Bills

How to View Margin Details of Purchase Bills in SwilERP


In a general business context, the margin details reflect the rate, cost, and MRP of products you purchased. Margin details can also refer to the portion of the Discount calculation, Promotion details, Freight calculation, Vendor Margin, Customer Margin, Tax details, etc.

With SwilERP, you can easily view margin details of your product for whom you already create a purchase invoice. You can easily do this process from the purchase menu in purchase invoice form.

Start with login in SwilERP dashboard to initiate the Process

  1. Go to the Menu> Purchase Menu> Purchase Invoice.
Reference image:

SwilERP Dashboard Window

Process to view Margin Details

  1. A new window of Purchase Invoice will appear in the next slide.
  2. Open the invoice in which you want to view the margin details. For this, go to the View section and Browse your Purchase invoice.
Reference image:

View Margin Details

  1. After that, all the products you have created invoices for are displayed on the screen.

  2. Go to the Review section and click on the Margin Details option.

Reference image:

Purchase Invoice Window

After that, you will see a window of Selling Rate calculation in which you can view following details.

  1. Vendor, Product, Invoice Number, MRP, Sale Rate, and Purchase Rate these details are shown in the first column of the window.
  2. Cost Calculation: Users can view calculation of cost rate in this column.
  3. Cash Discount Calculation information will show here.
  4. Freight Calculation, if any, show in this column.
  5. Selling Rateswith & without vat, are reflected here.
  6. Vendor/Customer/MRP Margin information will show here.
  7. Net Selling Rate Calculation is reflected in this column.
  8. User Defined Rate will be visible here.
  9. Selling Rate: Selling rate including MRP, and Batch Number will show in this column.
    1. If you want to Edit MRP, batch number, or selling rate (with vat) then, you can do it from the selling rate option.
  1. Lastly, there is an option to Update in Lot. If you want to do it, then click on this button.
  2. Exit and Cancel options are also available.
Note: If you do not have promotions, then a note will be reflected that sales promotions are not considered.

Reference image:

Selling Rate Calculation Window



      • Related Articles

      • Change Tax Details on Created Purchase Bills

        How to Change Tax Details on Created Purchase Bills in SwilERP The need to modify the purchase Bill occurs when the user needs to make any changes in the Bill/Invoice, like in case the product tax rate needs to be changed or a wrong bill amount has ...
      • Process to View Sales Margin Report

        How to View Sales Margin Report in SwilERP Software SwilERP Software allows users to access margin details within the product-wise sales report. Users can also view margin specifics categorized by customer, product, series, or selected parameters. ...
      • Navigating Purchasing Processes with SwilERP

        Streamlining Purchasing Processes with SwilERP: A Comprehensive Guide Understanding Purchase Orders in SwilERP A Purchase Order (PO) is a vital buyer-to-seller document that signals the need for new stock or specific items. It contains ...
      • Print Multiple Bills

        How to Print Multiple Bills in SwilERP Software An invoice is a commercial document that records a transaction between the buyer and the seller. Printing an invoice means keeping or storing a physical copy of any transaction. A business owner should ...
      • Flowchart for Handling Purchase Returns in SwilERP

        Overview Received defective or incorrect goods? The Purchase Return feature lets you handle returns quickly while adjusting your inventory and accounts. Steps to Process a Purchase Return Go to the Purchase Menu → Select Purchase Return → Add details ...