View Doctor Query
How to view Doctor Query in SwilERP
What is Doctor Query?
Doctors' query provided the data of Refer by wise transactions. In this section, you can view the selected doctor and transaction-wise details. For example, if you choose the Refer by Dr Shubham Sharma, then all transactions in this refer-by are shown in the query.
In SwilERP, there is an option to view Doctor's wise details. With this option, users can view Transactions, Entry numbers, Customers' name, Amounts, Scheme, Discount, etc. When you select a Doctor name then, All the customers' details will automatically be shown on the screen.
Do follow these steps to view Doctors' wise Details
Open SwilERP Dashboard in Queries section:
- Go to Queries> Doctor Query.
Then you'll see the Doctor Query window:
- Enter the Date Range from where you want to view the details.
- Select the Refer By Doctor name from the below-given list.
- Select the Transactions of your billing i.e. Sales, Purchase, Sales Return, Purchase Return, Purchase Challan, etc, from the List.
- Select the details Basis on Generation of Area Allocation, Customer/ Vendor, and Invoice.
- Select the Series.
- Click on the View option.
To Print and Preview the details:
- Go to the Display option.
- Click on the Print and Preview Option to print your Customers' detail.
To convert your reports into excel format:
- Go to the Display tab.
- Then, click on the 'T' point and select the option in which you want to convert Details.
|
|
Related Articles
View Patient/Customer Query
How to view Patient/Customer Query in SwilERP What is a Patient/Customer Query? The patient query is also called a customer query because it provides details of customer-wise transactions. You can view particularly selected account details by ...View Supplier Query
How to View Supplier Query in SwilERP Meaning of supplier query The supplier query file contains listings of suppliers available on SwilERP. This query allows you to search by multiple criteria such as supplier name, vendor number, and diversity ...View Stock Query
How to view Stock Query in SwilERP What is a Stock Query? The Stock Query report provides complete information about a particular stock item. The details include Alias, Lot Number, MRP, Batch Number, Expiry Date, Current Stock, Stock Location and so ...View and Create Doctor List from Master Data
How to View Doctor List in SwilERP What is Doctor List? During generating a transaction invoice there is an option to select refer-by doctor name. This option lets you view the doctor list and create a new doctor. In SwilERP, there is an option to ...View Retail Stock Query
How to view retail stock query in SwilERP What is the meaning of retail? The Retail Stock Query report provides complete information about a particular stock item. Retail refers to the activity of selling products directly to customers or end-users ...