How to view, print, export or analyze Sales Order Status reports in SwilERP Software

Sales Order Status Report

How to View Sales Order Status Report in SwilERP


What is a sales order status?

Track your Sales Order status effortlessly in SwilERP. This report offers insights into Transaction details, Entry No, Customer info, Amount, and Status. Choose between Summary or Detail view, with customizable Date Range options. Stay updated on order progress and current conditions with ease.

Simply view sales order status in summary and detail formats using SwilERP. Click the link below for entry creation instructions.
Reference link: How to create a Sales Order.

First, login in SwilERP dashboard to initiate the process

  1. Go to the Reports> Transaction Status Report> Sales Order Status.
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SwilERP Dashboard Window

Process to view the report

A new window of sales order reports will appear on the next slide. Follow the below-given 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.
  4. If you choose options of adjusted or pending, then tick mark on the Partially Adjusted.
  5. Users can also filter the Customer and Series from the given option.
  6. Click on the View tab.
  7. There you'll see the details of Sales Order.
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How can you analyze sales order report?

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