Reconcile Current Stock in SwilERP (RetailGraph)
How to Reconcile Current Inventory with Surplus, Excess, or Shortage in SwilERP
Overview of Reconcile Current Inventory:
To reconcile current stock with a surplus or shortage, you need to compare the actual stock level with the desired stock level. The desired stock level is the amount of inventory that you need to have on hand to meet customer demand and avoid stockouts or overstocking. Here are the steps to reconcile current stock with surplus/shortage:
To start the process, log into the SwilERP dashboard.
- Go to Inventory > Reconcile Current Stock.
Reference Image:
SwilERP Dashboard Window- Reconcile Current Stock window will appear on the next slide:
- Firstly go to the Home tab.
- Select your Product details from the list.
- Select the Batch Number of your product.
- Enter Actual Stock, which you have physically.
- After entering the actual stock, you will see data in the Surplus or Shortage automatically.
- To save the window, click on the Save tab.
- If you want to take out the print of these window details, click on the Print tab.
Reference Image:
Reconciled Current Stock How to view the last entries of Surplus/Shortage details:
- After selecting the product details, you'll see the last entries of Shortage and Surplus details for the selected product.
Reference Image:
Last Shortage/Surplus Detail Additional Options in the View Tab
While Reconcile current stock, users can select the following options as per the requirements::
- To view Reconcile Current Stock list:
- View > Browse details as per the requirement (i.e. Month wise, Date wise, etc).
- To Navigation:
- View > Previous (Alt+Up) & Next (Alt+Down).
Reference Image:
View Tab OptionsUsing the Reports Tab:
- Reports > Select the report which you want to view.
Reference Image:
Reports Tab OptionsFeatures of the References tab:
The References tab offers various tools for efficiently managing and viewing product details. Some of the key features include:
- References > Rate List/ Product Info/ Product Search/ Generic Search.
Refernence Image:
References Tab Options
Related Articles
Reconcile Opening Stock In SwilERP (RetailGraph)
How to Reconcile Opening Stock/Inventory in SwilERP In SwilERP, there is an option to Reconcile Opening Stock. With this option, users can add stock quantities in products as per their requirements, and you can also add stock in newly created or ...
Reconcile Current Stock Process
Reconcile Current Stock Process In RetailGraph Now this is one of the most important and demanding feature most of the client ask for. This option is used to reconcile your stock, For example if your physical stock and software stock is not getting ...
Reconcile Current Stock Process In RetailGraph
Reconcile Current Stock Process In RetailGraph Now this is one of the most important and demanding feature most of the client ask for. This option is used to reconcile your stock, For example if your physical stock and software stock is not getting ...
View Adjustment Report
How to view Adjustment Report In SwilERP (RetailGraph) The Inventory Adjustment report provides information about the adjustments you make to on-hand quantities of products and quantities, including the amount of the adjustment, and the remarks for ...
Reconcile Payables
How to reconcile payables in SwilERP (RetailGraph) What is a Reconcile Payables? The payables reconciliation process is used to clear your due amount of vendors. This report will show the list of due payments, or you can select a particular vendor or ...