How to view Product/Day Wise Profit Analysis in SwilERP
Product/Day Wise Profit Analysis
How to View Product/Day Wise Profit Analysis in SwilERP
Meaning of Product/Day Wise Profit Analysis
The Product/Day-wise profit analysis report helps the user to track the overall profitability or cost of the stock item without affecting stock values during the entire process.
In the SwilERP software, there is an option to view the report of Product Day-Wise Profit Analysis. This Analysis Report provides detailed information as per the product name, Entry date, Sales value, Cost value, Margin, and Margin in percentage.
Open the SwilERP dashboard:
Go to the Analysis section:
Select the Profit Analysis > Product/Day Wise.
How to view the details
:
Go to the Home section.
Select the Date Range 'From to To'.
If required, tick the mark in the Deduct Return/ Deduct Cash Discount boxes after that profit will be deduct accordinglly.
Select the Report type in Day wise/Summary/Month Wise in which you want to view the details in the report.
If the user wants to apply the filter in the details, select the Product tab and use all filters.
Now, click on the View tab.
Analysis Report Window
How to view the report in Chart form
:
From the
Home
section.
Click on the
Chart
tab.
Inside the Chart tab, there are given many chart options; select the required chart form.
Chart Analysis Window
To view additional details
:
If the user wants to view some other additional details in the analysis report, then they can select the below steps.
Select the
Product-Area
section:-
According to the user's requirement, if users want to view details
Group-wise
, then they can select the below-mentioned groups-
Region
Area
Sales Person
Locality
Customer a/c
ReferBy (zone)
Category
Brand
Product, etc.
Analysis Report Window
Select the
Product-Station
section:-
If the user wants to view details as the Station wise, then they can select the below steps:
1. Country
2. State
3. District
4. Station
5. Customer
6. First ReferBy, etc
Analysis Report Window
How to Print and Preview this report
:
Go to the
Display
section.
Click on the
Preview
tab when you want to view how your report will appear when printed.
To take the Printout click on the
Print
tab.
Preview & Print Window
How to convert the report into Excel format
:
From the
Display
section.
To convert a Report into Excel, PDF, Text, XML, etc. Click on the '
T
' option.
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