How to view, print, export or analyze Purchase-Return Status reports in Retailgraph Software

Purchase Return Status Report

How to view Purchase Return Status Report in SwilERP (RetailGraph)


What is a purchase return status?  

A purchase return report is a report in which the goods returned to suppliers are recorded. This report shows the details of returned items after purchase, such as Item name, quantity returned, supplier details, date of return, and total amount. In the other way, a purchase return is a transaction where the buyer of inventory or other items sends these goods back to the seller. A purchase return report is a report in which the goods returned to suppliers are recorded. 

With SwilERP, users can easily view the purchase return status in summary and detail-wise. Please find the below-given link to know the process for creating a purchase return entry: 

Start with Login in the SwilERP dashboard 

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

Process to view the Report 

A new window of purchase report 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 return status report. 
Reference image: 

How can you analyze purchase return report?

In this section, you can analyze your purchase return report. You can find this report similar to the pivot table, in which you can view the products return 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   report'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 return   report .  
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To Print and Preview the Report 

  1. Go to the  Display   section.
  2. Select the  Print   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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