How to View Purchase Summary (Date) Analysis Report in the SwilERP Pharmacy Software

Purchase Summary (Date) Analysis(Old) Report

How to View Purchase Summary (Date) Analysis Report in the SwilERP


Meaning By Purchase Summary Analysis Report.

The purchase summary report lists the number and amount of orders you have placed with various suppliers during a particular period. Users can use this information to analyze and manage their purchasing volume with your supplier. In the SwilERP Software, there is an option in the Analysis section to view the details of Purchase Summary Analysis report, Date and Supplier wise. Use this report to view the Vendor name, Entry Date, Entry Number, Net Amount, etc.

  1. Log-In SwilERP Software:

  1. Go to the Analysis section.
  2. Select the Purchase Analysis (Old) > Purchase Summary (Date).
SwilERP Dashboard Window

How to view the details in the report

  1. To view the report, follow the below-given steps:
  1. Go to the Purchase section.
  2. Enter the Date-Range 'From to To'.
  3. Select the Report Type in Detail/Summary/Month Wise/Day Wise, which you want to view in the report.
  4. Select the required Transaction.
  5.  Users can apply the filter in the Vendor/Sales Person and Series tab if they want to view the selected data in the report.
  6. If required, select the Invoice Attribute.
  7. Click on the View tab.
Report Window

How to view the report in Chart form:

  1. To convert the report into the Chart form:
  1. Select the Purchase section.
  2. Select the data or any column to convert into the chart form.
  3. Click on the Chart form.
Chart Tab Window

How to view the report Area-Wise:

  1. If the user wants to view the data Area-Wise in the report, they can see it with the below options:-
  1. Go to the Area section.
  2. Select the required option in the following given option:
  1. Region
  2. Area
  3. Locality
  4. ReferBy (Zone)
  5. ReferBy (Locality)
  6. Sales Person, etc.
  1. Now, click on the View tab.
Area-Wise Report Window

How to view the report Station-Wise:

  1. If the user wants to view the data Station-Wise in the report, they can see it with the below options:-
  1. Go to the Station section.
  2. From the options given below, select any you want to view in your report:
  1. Country
  2. State
  3. Station
  4. District
  5. Vendor A/c
  1. After the following above options, click on the View tab.
Station-Wise Report Window

How to Print/Preview and export the Report:

  1. To Print/Preview and export the report into excel and other formats:-
  1. Go to the Display section.
  2. Click on the Print and Preview tab to take the printout.
  3. Click on the 'T' point, and select the export option in which you want to export the report.
Print And Export Tab Window

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