How to Analysis Product/Month (Compare 2 Yrs) in SwilERP
Meaning By Purchase Analysis Report Of Product/Month (Compare 2Yrs).
The purchase analysis report details the costs of purchasing every product during a given period. This report allows us to compare one year against another. Use this report to view the Product name, month, and year for every product purchased.
In the SwilERP software, there is an option in the Analysis tab to view the purchase analysis report of Product/Month (Compared 2Yrs).
Open the SwilERP dashboard:
Go to the Analysis section:
Select the Purchase Analysis > Product/Month (Compare 2 Yrs).
SwilERP Dashboard Window
How to analyze the Product/Month Wise (Compare 2Yrs):
Firstly, go to the Product-Area section.
Select the Date till which you want to analyze the stock.
Tick mark in the box of Last Year, by which your last year details will also be shown.
Select the Report Type as Cumulative if you want to analyze stock between two years/months.
Select the Transaction that you want to view in the report.
If you are working on more than one series, you can select a Series with their names.
Select the Sales Person if required. With the help of this, you can generate a report of that specific individual or all salespersons which you want to view in your report.
If the users want to apply the filter, select the Product and Vendor tab and apply the required filter.
If required, then select the Invoice Attribute.
Click on the View tab.
Report Window
Select the Area-Product section:
Users can view the report by grouping the following options:-
Go to the Area-Product section.
Region
Area
Locality
Vendor
ReferBy (Zone)
ReferBy (Locality)
First ReferBy, etc.
After selecting the above options, click on the View tab.
Report Window
Select the Product-Station section:
If the users want to view the analysis report according to the Group wise, they can follow the below easy steps:-
Go to the Product-Station section.
As per the requirements, select the below-given options:
Country
State
District
Station
Vendor account
Sales Person
Category
Brand
Schedule, etc
After choosing the above groups, click on the View tab.
Report Window
How to Convert the report into chart form:
Go to the Product-Area section.
After selecting all mandatory details, click on the Chart tab.
Inside the chart tab, many options of chart form are given; choose as per the requirement.
Chart Tab Window
How to Print and Preview:
Go to the Display section.
To take the printout, click on the Preview and Print tab.
Print Tab Window
How to export the report into Excel and other formats:
Go to the Display section.
Click on the 'T' point and select the format you want to export the report.
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