Purchase Return Status Report
How to view Purchase Return Status Report in SwilERP
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
-
Go to Reports> Transaction Status Report> Purchase Return Status.
Reference image:
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:
-
Select the Date Range "From" to
"To",
in which you want to view the details.
-
Select the Report Type as Summary
or Detail
to view the report.
-
Choose the option in between: All/ Adjusted/ Pending,
in which you want to the report.
-
If you choose options of
adjusted or pending
, then tick mark on the Partially Adjusted.
-
Users can also filter the Vendor
and
Series
from the given option.
-
Click on the View tab.
-
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.
-
Go to the Analysis section.
-
Select the details as same as you selected in the Home
section.
-
Click on the
View option.
-
After that,
Choose fields to add to report.
Tick-mark on the options; then, they will automatically field in the below-given areas.
-
You can also
Drag fields between below-given four areas: Filter, Columns, Rows, Values.
-
The data reflect in the
Analysis Grid
section.
Reference image:
-
Click on the Chart tab to view the report in chart format.
-
Here you'll see the
report's chart along with reflected every detail.
Reference image:
-
You can also view the report in
Raw Data,
where you can find every detail.
-
Click on the
raw data and there you will see
Purchase return
report.
To Print and Preview Report
-
Go to the Display
section.
-
Select the Print
and Preview
option to take printout of the report.
Reference image:
-
Go to the Display
section.
-
Click on the ''T'' button, and there, you'll see the options to convert your report into an excel file.
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