How to View Product Wise Profit Analysis Report in SwilERP

Product Wise Profit Analysis

How to View Product Wise Profit Analysis Report in SwilERP


Meaning By Product Wise Profit Analysis.

Every business wants to know which products are making good profit and which are not, in terms of profitability for a specific duration. It is tough to find profitable products from large product stock. And by product-wise profit analysis report, users can identify the product profitability.




In the SwilERP software, there is an option to view the Product's wise profit analysis report. This Analysis Report provides detailed information about Product name, Sales value, Cost value, Margin, and Margin in percentage.


Log in SwilERP dashboard:
  1. Go to the Analysis section:
  1. Select the Profit Analysis > Product Wise.
SwilERP Dashboard Window
  1. How to view the Analysis Report:

    1. Firstly select the Home tab.
    2. Enter the Date Range 'From to To'.
    3. In Detail/Summary/Month Wise/Day Wise, select an option in which you want to view details in your report.
    4. If required, tick the mark in Deduct Return/Deduct Cash Discount boxes.
    5. If you want to apply a filter and view the details of the particular Product in your report, select the Product tab and apply all the filters.
    6. Click on the View tab.
Analysis Report Window
  1. How to convert report in the Chart:

  1. From the Home section.
  2. Click on the Chart tab and select that Chart which you want to convert report.
Chart 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:-

  1. Select the Area-Product section:- 
  2. According to the user's requirement, if users want to view details Station-wise, then they can select the below-mentioned options- 

         1. Region

         2. Area

         3. Locality

         4. Customer

         6. ReferBy (zone)

          5. Sales Person, etc.
  1. If the user wants to view the analysis report Group-wise, they can select the options below according to the requirements.
             Category /Brand /Strength/Generic/Product/Schedule, etc.
  1. After following the above steps click on the View tab.
Analysis Report Window
Select the Station-Product section:-
  1. If the user wants to view details as the Station-Product wise, then they can select the below steps:
           1. Country
           2. State
           3. District
           4. Station 
           5. Customer
           6. First ReferBy
           7. Sales Person, etc.
  1. After following the above steps click on the View tab.
Analysis Report Window
  1. How to Preview and Print the report:

  1. Go to the Display Section.
  2. Click on the Print and Preview tab to take the printout of this report.
Print & Preview Tab Window
  1. How to export the report into Excel format:

  1. From the Display section.
  2. Click on the 'T' point; there are given many options to export reports and select as per the requirement.
Export Tab Window



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