How to view Product/Month Wise Profit Analysis in SwilERP

Product/Month Wise Profit Analysis

How to View Product/Month Wise Profit Analysis in SwilERP


Meaning Of Product/Month Wise Profit Analysis.

The Product/Month-wise profit analysis report helps the users 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 product's month-wise profit analysis report. This Analysis Report provides detailed information about product name, month name, Sales value, Cost value, Margin, and Margin in percentage.



Log in SwilERP software:
  1. Go to the Analysis section:
  2. Select the Proft Analysis > Product Month Wise.
Product Month WiseSwilERP Dashboard Window

  1. How to view the details in analysis report:

    1. Go to the Home section.
    2. Enter the Date Range 'From to To'.
    3. If required, tick the mark in the Deduct Return and Deduct Cash Discount boxes.
    4. Select any option in which you want details in your analysis report in Details/Summary/Month Wise/Day Wise.
    5. If required, Select and apply the all filters in the Product tab.
    6. Click on the View tab and profit analysis report will be generated.
view the details in analysis reportAnalysis Report Window

  1. How to convert report in Chart form:

  2. Select the Home section.
  3. Click on the Chart tab.
  4. Inside the Chart tab, there are given many chart options. Select which you want to convert report into the chart form.
convert report in Chart formChart Analysis Report Window
  1. To view the additional details in the report:

          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 Area-wise, then they can select the below-mentioned options- 

         1. Region

         2. Area

         4. Locality

         5. Customer a/c

         6. ReferBy (zone), etc

  1. If the user wants to view the analysis report Group-wise, they can select the options below according to the requirement.
             Category /Brand /Product/Generic/Schedule, etc.
additional details in the reportAnalysis Report Window
 Select the Product-Station section:-
  1. 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
Product-Station sectionAnalysis Report Window

  1. How to Print and Preview this report:

  2. Go to the Display section.
  3. Click on the Preview tab when you want to view how your report will appear when printed.
  4. To take the Printout click on the Print tab.
Print and Preview this reportPrint And Preview Tab Window

  1. How to convert the report into Excel format:

  1. From the Display section.
  2. To convert a Report into Excel, PDF, Text, XML, etc. Click on the 'T' option.
report into Excel formatExport Report Window

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