Learn How to Analyze Supplier Wise Outstanding in SwilERP Software

Supplier Wise Outstanding

How to Analyze Supplier Wise Outstanding in SwilERP Software

Overview of Supplier Wise Outstanding Analysis.

Supplier Wise Outstanding report is mainly about the pending outstanding amounts of a customer and related details like due date and due over. In this article, you can view how to analyze the Supplier Wise Outstanding. 

The SwilERP software has an option in the Analysis section to analyze the Supplier Wise Outstanding. In this report, the user can view the supplier name, due amount, due date, entry date, entry number, net amount, overdue days, PDC amount, receipt amount, etc.

Start with Login in the SwilERP dashboard to initiate the Process:

  1. Go to the Analysis section.
  2. Select the Purchase Analysis (Old) > Supplier Wise Outstanding.
Reference Image:

Supplier Wise Outstanding
SwilERP Dashboard Window

How to view the outstanding report:

  1. Follow the below steps to set the parameters to view the Supplier-Wise Outstanding report.
  1. Go to the Home tab.
  2. In As on Date, select the date till which you want to view the report.
  3. Select the Report Type as Summary/Detail/Month-wise/Day-wise, and details will be displayed accordingly.
  4. You can select any option in the below given:
  1. Include Debit Note
  2. Exclude Debit Note
  3. Show Debit Note
  1. Select any option as in As on/Consider Bills Up To if required.
  2. Select the Refer By as per the requirement.
  3. If the user wants to apply a filter in the data, select the Account/Vendor/Refer By tab and apply the all required filters.
  4. Tick or untick in the below-given boxes:
  1. Print/Preview Reminder
  2. Auto Adjustment
  3. Consider PDC as paid.
  1. Users can enter the Days in the Over Due By Days tab if they want to view the details according to it.
  2. Select the Balance Type as in Debit/Credit/All.
  3. Select the Series of transactions that you want.
  4. Click on the View tab.
Reference Image:
outstanding reportSupplier Wise Outstanding Report Window

How to view the report in the Chart form:

  1. Select the Home tab.
  2. Select the data or any column to convert into the Chart form.
  3. Click on the Chart form, and select the one you want.
Reference Image:
Chart formChart Report Window

How to view the report Area-Wise:

  1. Go to the Area section.
  2. Select the below option to view the details in the report:
    1. Region
    2. Locality
    3. Area
    4. Customer account
    5. Refer By (Region)
    6. Refer By (Area), etc.
  3. After following the above steps, click on the View tab.
Reference Image:
report Area WiseArea-Wise Report Window

How to view the report Station-Wise:

  1. Go to the Station section.
  2. Select the below-given options as per the requirement:
    1. Country
    2. State
    3. District
    4. Station
    5. Customer
    6. First Refer By, etc.
  3. Click on the View tab, after following the above tab.
Reference Image:
report Station WiseStation Wise Report Window

How to Print & Preview the report:

  1. Go to the Display section.
  2. To take the printout, click on the Preview and Print tab.
Reference Image:

Print and Preview
Print & Preview Tab Window

How to export the report:

  1. If the user wants to export this report into excel and other formats, follow the below-given steps:-
    1. Select the Display section.
    2. Click on the 'T' point to export the report.
    3. Inside the 'T' point, there are given many export formats; select which you want.
Reference Image:
export the reportExport Tab Window

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