How to view Expiry Detail Report in SwilERP (RetailGraph)
What is Expiry Detail Report
The product expiry report helps the users to check expiration dates and if they are nearing the end of life. The users can customize this report either by date, product, manufacturer, or vendor. It shows stocks expiring within the given date range along with details like
Product Name, Category, Marketing Group, Lot No, Exp Date, Stock details, and other details related to the products.
With the product expiry report, the user can see which products expire within a specified time. Users can also view categories data by selecting Category, MktgCo, Brand, Strength, Product, Generic, and Schedule.
Here is the process to view the expiry report in SwilERP:
Start with login in the SwilERP dashboard to initiate the process
-
Go to the
Reports> Inventory Reports> Expiry Detail
Reference image:
SwilERP Dashboard Window
Process to view the Report
A new window of Expiry Detail will appear in the next slide. Follow the below-mentioned steps to view the report:
-
Select the
Date Range
"From" to "To", in which you want to view the report.
-
Users can also
Filter
the
Product/Vendor/Manufacturer
from the given options.
-
Tick-Mark
on the options, if required.
-
Print Nil Stock Lots
-
Print Lot wise detail
-
Print Near expiry
-
Users can also select the
following options
to view the details category wise:
-
Category
-
MktgCo
-
Brand
-
Strength
-
Product
-
Generic
-
Schedule
-
Click on the
View
tab.
-
And, users can view the products details on the below-given screen.
Reference image:
How can you analyze product expiry report?
In this section, you can analyze your expiry detail report. You can find this report similar to the pivot table, in which you can view the stock details.
-
Go to the
Analysis
section
.
-
Select the details as same as you selected in the
Home
section
.
-
Click on the
View
option.
-
After that,
Choose fields to add to report.
Tick-mark on the options; then, they will automatically field in the below-given areas.
-
You can also
Drag fields between below-given four areas
:
Filter, Columns, Rows, Values.
-
The data reflect in the
Analysis Grid
section.
Reference image:
-
Click on the
Chart
tab to view the report in chart format.
-
Here you'll see the
report's chart along with reflected every detail
.
Reference image:
-
You can also view the report in
Raw Data
, where you can find every detail.
-
Click on the
raw data and
there you will see
expiry report.
To Print and Preview the Report
-
Go to the
Display
section.
-
Select the
Print
and
Preview
option to take printout of the report.
Reference image:
-
Go to the
Display
section.
-
Click on the
''T'' button,
and there, you'll see the options to convert your report into an excel file.