A Comprehensive Guide to Analyzing Product Purchases in SwilERP Enterprise

Purchase Analysis by Product

A Comprehensive Guide to Analyzing Product Purchases in SwilERP Enterprise



This report serves as your primary resource for evaluating all purchase transactions within your SwilERP system. It simplifies the analysis of your product acquisitions, enabling effortless data customization and visualization through pivot tables. Whether you're tracking purchases, managing inventory, or assessing supplier performance, this report streamlines the process to provide a clearer understanding of your procurement activities. Plus, it's fully customizable to suit your specific requirements.

Start with Login in SwilERP Dashboard to Initiate the Process:

  1. Go to Analysis menu > Product Wise Purchase

Reference Image:
SwilERP Dashboard Window

How to analyze Purchases Products on next appearing window:

  1. Select the Date Range.
  2. Choose the Report Type (Summary/Details/Month-Wise/Day Wise).
  3. Select the Purchase Transaction for analysis.
  4. Optionally, include or exclude Branch Transfer.
  5. Analyze data by Series, Product, Sales Person, Vendor, or Invoice Attribute as needed.
  6. Click on the View tab to generate the report.
Reference Image:
Purchase Analysis Window
  • Please select the desired fields by checking the checkboxes to generate a personalized report.
  • Select report fields, customize layout by dragging fields between Filters, Columns, Rows, Values, and view data in the Analysis Grid section.
    • Reference Image:
    Product Wise Purchase Analysis Window

    Creating a Customizable Report:

    After selecting parameters, personalize the report by following the below steps:
    1. In the Drag Fields areas, right-click on the chosen field (e.g., Invoice no.).
    2. Select Field Settings from the menu for customization.

    Reference Image:
    Field Settings Window
    1. Upon clicking, a new window for "Field Setting: Invoice no" will open.
    2. Inside this window, you'll find various options for report customization:
      1. Filter
      2. Subtotals
      3. Show As
      4. Format
      5. Display
      6. High Values
      7. Low Values

    Reference Image:
    Field Settings Window
    1. For instance, if you want to view the average of Invoice numbers.
    2. Navigate to Subtotals and select the Average option.
    3. To confirm your selection, click the "OK" button, and the system will display the total average of invoice numbers.
    Reference Image:
    Field Settings Window
    1. After customization, you can convert it into chart format by clicking on the given Chart option.

    Reference Image:
    Chart Window
    1. If the user wants to view the 'Raw Data' of a Purchase Transaction, they can select the given Raw Data option.
    Reference Image:
    Raw Data Window

    How to save Customized Report:

    1. To save your customized report, follow these steps:
    1. Enter the desired report name.
    2. Click on the Save option.

    Reference Image:
    Save Report Window
    1. If you need to access a previous report, simply do the following:
    1. Select the report name from the drop-down list.
    2. Click the Open tab.
    1. To Remove/ Export/ Import a report, take these actions:
    1. Select the report name from the drop-down list.
    2. Open the report.
    3. Click on the Remove/ Export/ Import tab.

    Reference Image:
    Remove/Export/Import Window

    1. Now go to the Display tab.
    2. To take the printout, click on the Print & Preview tab.
    3. To export the report, simply click on the 'T' icon.
    4. Inside the 'T' icon menu, choose the export options that best match your requirements.
    Reference Image:
    Print /Preview & Export Window