How to View Sales Transaction Report in SwilERP (RetailGraph)

The Sales Transaction report in SwilERP enables comprehensive observation of sales invoice transactions within a selected period. This report encompasses various sales-related transactions such as sales, sales orders, challans, returns, credit/debit notes, proforma invoices, and service invoices. It offers valuable insights into potential business transactions, facilitating analysis and performance evaluation.

 

Types of Reports

1. Summary
   
2. Detail
   
3. Month wise
   
4. day wise

Start with Login in SwilERP Dashboard to initiate the Process

1. Go to the Starts> Reports> Sales Reports> Sales Transactions
   

Reference image:

Process to View Sales Wise Report 

1. Select the Date Range from where you want to view the report.
   
2. Select the Report Type in which format you see the report. (Summary, Detail, Day wise, Month wise)
   
3. Now, select the Transaction type from the drop-down list.
   
4. You can also filter the Customer/ Sales Person/ Series from the given option.
   
5. Select or deselect Invoice Attribute.
   
6. Click on the View tab.
   
7. And, here you will see the report of sales transaction summary wise.
   
8. In this report, you can view Customer Wise sales details.
   

To View the Report Area Wise

1. Go to the Area tab.
   
2. Select the details as same as you selected in the Sales section.
   
3. Now, select options from the following:

1. Region 
   
2. Area 
   
3. Locality
   
4. Customer/ Customer A/c 
   
5. Refer by (Zone) 
6. Refer by (Region)
   
7. Refer by (Area)
   
8. Refer by (Locality)
   
9. First Refer By 
   
10. Sales Person

1. Click on the View tab.
   
2. After that, you will see the report according to the Selected details.
   

View the Report Station Wise

Users can also view station wise sales report in this section. This report defines the details according to the station and provides a sales report station or any selected option wise.

1. Go to the Station section.
   
2. Select the details as same as you selected in the Sales section.
   
3. Select the following options to view the report:
   
1. Country 
   
2. State 
   
3. District 
   
4. Station
   
5. Customer/ Customer A/c 
   
6. First Refer By
   
7. Sales Person 
   
4. Click on the View tab.
   
5. After that, you will see the report according to the Selected details. 
   

Reference image: 

1. Go to the Analysis section.
   
2. Select the details as same as you selected in the Sales 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.
   

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. 
   

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 sales transaction report. 
   

To Print and Preview the Report 

1. Go to the Display option. 
   
2. Click on the Print and Preview option to print your transaction report.
   

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. 
   

Reference image: