How to View Consolidated Details Of Sales & Stock in SwilERP Enterprise

View Consolidated Details of Sales & Stock

How to View Consolidated Details of Sales & Stock in SwilERP Enterprise


SwilERP Enterprise is a fictional software or enterprise resource planning system. To view consolidated details of sales and stock within such a system, you would typically follow the steps that involve accessing relevant modules and generating reports.

 

Here's a simpler and more concise step-by-step guide to viewing consolidated details of sales and stock in SwilERP Enterprise.

Sign in to your SwilERP Enterprise software with your username and password:

  1. Go to Menu > Consolidated Data > Sales and Stock.
 Reference Image:
SwilERP Dashboard Window
  • Open the Sales and Stock Window.
  • Specify the Date Range by selecting 'From' and 'To' dates.
  • Select the Report Type (Summary/Detail).
  • Apply Filters if needed (Product and Manufacturer).
  • Configure Parameters by clicking on the Parameters option.
  • Choose viewing options like Category, Brand, Strength, Generic, and Product.
  • Generate the report by clicking on the View option.
    • Reference Image:
    Sales and Stock Summary

    Analysis of the Sales and Stock data:

    1. Go to the Analysis tab.
    2. Choose the Date Range for the analysis.
    3. Select the Report Type from the options (Summary, Detail).
    4. If necessary, make selections for Product, Manufacture, and Parameters options.
    5. Finally, click on the View tab.
    Reference Image:
    Analysis Tab Window
    1. Choose report fields and customize the report by dragging fields between Filters, Columns, Rows, and Values.
    2. View data in the 'Analysis Grid' section.
    Reference Image:
    Sales & Stock Analysis Window
    1. Convert data to Chart format by selecting the Chart option.
    Reference Image:
    Chart Format Window
    1. To view the raw data of analyzed Sales and Stock, select the Raw Data option.
    Reference Image:
    Raw Data Window

    Steps to Save Customized Report:

    1. Enter the desired report name.
    2. Click on the Save option.
    Reference Image:
    Save Option Window