View Adjustment Report

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 the adjustment. In SwilERP Software, the user can easily view the Adjustment Report with adjusted details i.e. Shortage, Surplus, Net Amount, Net Quantity, etc. To view the Adjusted report, the user will follow the below steps. 

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

  1. Go to the Report menu.
  2. Select Inventory Reports > Adjustment Report.
Reference Window
SwilERP Dashboard Window

How to set the parameters to view the report:

  1. In the Home tab firstly select the Date Range as per the requirement.
  2. Select the Report Type as in Summary or Details and data will show accordingly.
  3. If you want to apply the filter, select the Product tab and apply it.
  4. In the product tab you can select the Location also and details will show as per selected location.
Reference Window
Set the Parameters Window
  1. Now click on the View tab and report will be generated.
Reference Window
Report Details Window
  1. You can also view the details of the following options by selecting them:
    1. Category
    2. MktgCo.
    3. Brand
    4. 'Product'
    5. Strength
    6. Product
    7. Generic
    8. Schedule
  2.  Click on the View option.
Reference Window
Report details with more options

How to convert data in chart form:

  1. From the Home tab.
  2. To convert report details into a chart format, click on the Chart tab.
  3. Inside the chart tab, there are given many chart options; select in which you want to convert the report.
Reference window:
Chart Format Report Window

How to analyze the adjusted report details:

  1. Now, go to the Analysis tab.
  2. The second step is to click on the View tab. (you can change the date range here if you want)
  3. Use the field list to arrange fields in a Pivot Table.
  4. After choosing fields, you will see the selected fields data in Analysis Grid.
  5. Enter the report name and click on the Save tab to save this report.
  6. If you want to open the previous report, then enter that report name and click on the Open tab.
  7. Users can Remove/Export, and Import this report as their requirement.
  8. You can set Grid as per the requirement.
How to use the Areas Section:
  1. Use the areas section (at the bottom) of the field list to rearrange fields the way you want by dragging them between the four areas. 
  2.  Fields that you place in different areas are shown in the PivotTable as follows:
 1. Filters  
2.  Columns
3.  Rows
4.  Values 
Reference window:
Analyze Report Data Window

  1. You can view analytics data in chart form, for it click on the given Chart option and the report will look like the below given reference image.

Reference window:
Chart Report Window
  1. Click on the given 'Raw Data' option to view the raw data of stock.
Reference window:
Raw details window

How to Print & Preview the Report:

  1. Go to the Display tab.
  2. To take the printout, click on the Print and Preview tab.
Reference window:
Print & Preview Tab Window

How to export the details in Excel format:

  1. From the Display tab.
  2. To export the report, click on the 'T' point.
  3. Inside the 'T' point, there are given many export formats to choose from in which you want to export.
Reference window:
Export Tab Window

      • Related Articles

      • Adjustment Report

        How to View Adjustment Report in SwilERP Software What is Adjustment Report? The adjustment report provides information about the inventory adjustments you make in the software. The adjustments you make to on-hand product quantities, including the ...

      • MIS Report View

        How to view MIS Report Through SwilERP (RetailGraph) What is MIS View Report? MIS report stands for management information system. In the simplest terms, an MIS report does describe as a system that provides essential information for the management ...

      • View Vendor/Supplier Ledger Report

        How to View Vendor Ledger Report in SwilERP (RetailGraph) Software What is a Vendor/Supplier Ledger? The Vendor Ledgers consist of all transactions relating to each Vendor or supplier. The open entries for each supplier will show the invoices that ...

      • MIS Report Prepare and View

        How to view MIS Report in SwilERP Software What is MIS View Report? MIS report stands for the management information system. In the simplest terms, an MIS report does describe as a system that provides essential information for the management of your ...

      • View Tax Audit Report

        How to view Tax Audit Report in SwilERP (Retailgraph) Software In the SwilERP Software, a new feature is added for the users: 'Tax Audit Report'. Users can view the Tax Audit Report In the GST tool. To know the process of viewing a Tax Audit report, ...