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 (RetailGraph)


What are Margin Details?

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 Rates, with & 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:
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Selling Rate Calculation Window

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