How to view, print, export or analyze Purchase Order reports in Retailgraph Software

Purchase Order Status Report

How to view Purchase Order Report in SwilERP (RetailGraph)


What is a Purchase Order Report? 

Purchase order status is an option in SwilERP, that is used to view the real-time status of purchase orders. This report shows all the orders given to the suppliers on which date and amount. With this report, users can also track the order status as they are adjusted, partially adjusted, or pending. 

With SwilERP, users can easily view the purchase order status in summary and detail wise by the given option. Please find the below-given link to know the process for creating a purchase order entry: 
Reference Link:  Create Purchase Order

Start with Login in SwilERP Dashboard  

  1. Go to the Reports> Transaction Status Report> Purchase Order Status
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SwilERP Dashboard Window

Process to view the Report   

A new window of purchase order status  will appear in the next slide .   Follow the below-mentioned steps to know the process :
  1. Select the  Date Range "From"  to  "To" ,  in which you want to view the details. 
  2. Select the  Report Type   as  Summary   or  Detail   to view the report. 
  3. Choose the option in between:  All/ Adjusted/ Pending ,  in which you want to the report. 
  4. If you choose options of  adjusted  or  pending , then tick mark on the  Partially Adjusted .
  5. Users can also filter the  Vendor   and   Series   from the given option. 
  6. Click on the  View  tab.
  7. And, there you'll see the details of purchase order status report. 
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How can you analyze purchase return report?

In this section, you can analyze your purchase order report. You can find this report similar to the pivot table, in which you can view the products order details. 
  1. Go to the   Analysis  section .
  2. Select the details as same as you selected in the  Home   section .
  3. Click on the   View  option. 
  4. After that,  Choose fields to add to report.  Tick-mark on the options; then, they will automatically field in the below-given areas. 
  5. You can also   Drag fields between below-given four areas :   Filter, Columns, Rows, Values. 
  6. The data reflect in the   Analysis Grid   section. 
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  1. Click on the  Chart  tab to view the report in chart format.
  2. Here you'll see the   r eport's chart along with reflected every detai l .  
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  1. You can also view the report in   Raw Data ,  where you can find every detail.
  2. Click on the   raw data and  there you will see   P urchase order   report .  
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To Print and Preview the Report 

  1. Go to the  Display   section.
  2. Select the  Pr int   and  Preview   option to take printout of the report. 
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To export the file in excel format 

  1. Go to the  Display   section. 

  2. Click on the  ''T'' button,  and there, you'll see the options to convert your report into an excel file. 

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