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. Follow the below-given steps to know the process.
Start with login in SwilERP dashboard to initiate the process
- Go to the Reports> Sales Reports> Product Wise Sales option.
- After that, a new window of Product Wise Sales will appear.
Reference image:
SwilERP Dashboard Window- Now, select the Date Range "From" to "To" in which you want to view the report.
- Report Type & Transaction details are automatically filled in the columns. If you want to change it then you can change it from the given drop-down options.
- Users can also apply filter on Series/ Product/ Sales Person/ Customer/ Invoice Attribute to view details accordingly.
- Click on the View option.
Reference Image:
Sales Detail WindowHow to Enable Margin Detail Column
- To view Margin column in the report you have to enable the column from Set Grid Layout option.
- Click on the Right side of your mouse, here you will see Set Grid Layout option click on it.
- Search Margin option in the search menu.
- Tick-Mark on the Visible column to allow this column.
- After that, click on the Save option.
Reference image:
Set Grid Layout Window- After enabling margin column from Grid Layout.
- Again click on the View option and the column show on the screen.
- Here you will see Margin Details on particular product and entry wise. The Total Margin also displays in the column.
- Users can also view the sales invoice by clicking on particular Entry Number.
Reference image:
Margin Window
Related Articles
View Margin Profit of a Particular Bill
How to view Margin Profit of a Particular Bill in SwilERP In SwilERP, users can view particular bill number-wise margin along with their Date, Time, Sales Value, Cost Value, Val rate amount. Here are the steps to view the Particular Bill wise profit ...
Month Wise Profit Report
How to View Month Wise Profit Report in SwilERP What is Month Wise Profit Report? Every business wants to know its profit report in terms of profitability for a specific duration. A month-wise profit report helps you to find out the month-wise profit ...
Date Wise Profits Report
How to View the Date-Wise Profits Report in SwilERP The Date Wise Profit report is a useful tool for tracking the profitability and cost of stock items without altering stock values. In SwilERP software, users can access this report through the ...
Report and Barcode Designer
REPORT AND BARCODE DESIGNER RetailGraph provides a utility named Report and Barcode Designer, which can be found in the Tool module. In Report Designer, we can create and edit formats of invoices/transactions/reports like sales invoices, Sales credit ...
Customer Wise Profit Report
How to View Customer Wise Profit Report in SwilERP Meaning of Customer Wise Profit Report Customer-wise profit report provides a method to help businesses see and understand their customers' profitability. With this report, you can get the total ...