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:
- Go to Menu > Consolidated Data > Sales and Stock.
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SwilERP Dashboard WindowOpen 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.
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Sales and Stock SummaryAnalysis of the Sales and Stock data:
Go to the Analysis tab.
Choose the Date Range for the analysis.
- Select the Report Type from the options (Summary, Detail).
- If necessary, make selections for Product, Manufacture, and Parameters options.
- Finally, click on the View tab.
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Analysis Tab Window- Choose report fields and customize the report by dragging fields between Filters, Columns, Rows, and Values.
- View data in the 'Analysis Grid' section.
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Sales & Stock Analysis Window- Convert data to Chart format by selecting the Chart option.
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Chart Format Window- To view the raw data of analyzed Sales and Stock, select the Raw Data option.
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Raw Data WindowSteps to save Customized Report:
- Enter the desired report name.
- Click on the Save option.
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Save Option Window
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