How to view, print, or export Sales and Stock Summary Report in RetailGraph Software

Sales and Stock (Summary)

How to view Sales and Stock (Summary) Statement in SwilERP


SwilERP offers detailed sales and stock reports, providing valuable insights into stock-related transactions. Users can access reports featuring columns such as Opening Stock, Purchase Value, Sales Return Value, Sales Value, Purchase Return, and more, to gain a complete understanding of their business operations.
 
Here is the process to view the sales and stock report in SwilERP

Start with login in SwilERP dashboard to initiate the process

  1. Go to the Reports> Inventory Reports> Sales and Stock (Summary)
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SwilERP Dashboard Window

Process to View the Report

A new window of sales and stock summary will appear in the next slide. Follow the below-mentioned steps to view the report:
  1. Select the Date Range "From" to "To", in which you want to view the report.
  2. Users can filter the Product and Manufacturer by selecting these options.
  3. Click on the View option.
  4. And, you'll see the details in the below-given screen.
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How Can You Analyze Sales and Stock Statement?

In this section, you can analyze your sales and stock report. You can find this report similar to the pivot table, in which you can view the sales 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 detail.
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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 sales and stock 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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