Learn How to View Current Stock Report in Retailgraph Software | Stock Report Analysis

View Current Stock Profits Report

How to View Current Stock Report in SwilERP (RetailGraph)

 

Current stock means goods already on hand at the seller's premises at the purchase order time. In the Current Stock report, the product's category will be available. In the current stock profits report, profit is arrived at on the basis of the cost rate value of current stock and closing stock value.
 
This article will show you how to view the Current Stock Profits Report In SwilERP Software. In the Reports section, there is an option for how to view this report.

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

  1. Go to the Reports menu.
  2. Select Profit Reports > Current Stock Profits.
Reference window:
SwilERP Dashboard Window

How to view the report:

  • Firstly, go to the Home tab.
  • Select the Report Type in Summary and Detail.
  • Select the Sales Value and Cost Value from the drop-down list.
  • If you want to view the other data, you can view group-wise reports with the selection below given options:-
  • Category
  • Brand
  • Strength
  • Marketing Company
  • Product.
  • Users can apply the filter in the Product tab if they want to filter it.
  • Now to view the report, click on the View tab.
Reference window:
Report Window

How to convert data in chart form:

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

How to analyze the data:

  1. Firstly, go to the Analysis tab.
  2. The second step is to click on the View tab.
  3. Use the field list to arrange fields in a Pivot Table.
  4. After choosing fields, you will see the data in Analysis Grid.
  5. Enter the name and click on the Save tab to save this report.
  6. If you want to open the previous report, enter that report name and click on the Open tab.
  7. Users can Remove/Export, and Import the 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:
Analysis Tab Window

How to view analytics data in chart form:

  1. From the Analysis tab.
  2. Click on the Chart option to view data in chart form.
Reference window:
Chart Form Window

How to view the Raw data details in the same window:

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

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