How to View Excess Stock Report "Compare With Given Quantity / Last Sales / Maximum Stock" In SwilERP

What is the meaning of Excess Stock?

Products don't always sell as quickly as expected by businesses. Some items that stay in the store for too long because of consumers' lack of interest and other reasons are called Excess Stock.  In SwilERP, users have to view the reports of Excess Stocks compared with the Given Quantity/Last Sale/Maximum Sale.

    To view Reports, do follow these instructions:-

1.   Open SwilERP Dashboard

1. Go to Reports > Inventory Details > Excess Stock.
2. Select that report whose Excess Stock Report you want to view.

1-)  How to view Excess Stock Report Compare with Given Quantity:

1. To view the Report, follow the given steps:-

• Go to the  Home  section.
• Enter the  Date Range  'From to To'.
• In Generate Basis section, select any from the Max Stock/ Sales.
• Tick mark on Current Stock or Include Nil Stock .
• If you want to apply filters in your Report, you can click on the  Product tab/Manufacture tab  and use all the filters.
• Select the below-given options if the user wants to view other additional details in the Report:

·   Category

·   Marketing company

·   Brand

·   Product

·   Schedule

Click on the  View Chart tab.

To view Report Into Chart Form:

1. The chart is a graphic representation of the data. There are many charts, i.e. Bar, Area, Column, Line etc. You can change the data to another chart if required.

1. Go to the  Home  section.
2. Click on the  Chart  tab and select the type of chart which you want to convert into your report.

How to take Preview and Print of this report :    

1. If the user wants to take the printout of this report, then they have to follow these easy steps:-

1. Go to the  Display  section.
2. Click on the  Preview  tab to view your report's appearance when printed.
3. To take a printout, click on the  Print  tab.

How to Export report into Excel Format :

• To export report into Excel format:-    

• Select the Display Section.

• Click on the 'T' point.

• And select the export option in which you want to export your report.

2-)  How to view Excess Stock Report Compare with Last Sales:

1. To view the Report, follow the below-given steps:-   

• Firstly Go to the  Home  section.
• Select the Date from which you want to view the Report.
• Choose any option in Generate Basis as per the requirement.
• Select and filter in the Product and Manufacture tab, if required.
• Select the below-given options if the user wants to view other additional details in the Report:    

·   Category

·   Marketing company

·   Brand

·   Product

·   Schedule

1. Click on the View tab.

How to view the report in Chart form:

1. If the user wants to view the report in chart form, then they have to follow the below-given steps:-

1. Select the Home section.
2. Select data or any column to view the report in chart form.
3. Click on the View tab.

Note: Kindly refer to the above-given Report (Compare with Given Quantity) to know how to convert the report into a Chart format.  

Preview and Print report:

1. To preview and Print the report, follow the below-given steps:-

• Go to the Display section.
• And then, select the option of Preview and  Print to print your report.

Note :- Kindly refer to the above-given Report (Compare With Given Qty) to know how to Print/Preview this report.  

Export Report Into Excel & PDF format:  

1. The user wants to export this report into Excel and PDF formats:-

1. From the  Display  Section.
2. Click on the ' T ' point.
3. To convert a report into Excel, PDF, Text, XML , etc. Click on the ' T ' option.   

Note: Kindly refer to the above-given Report (Compare With Given Qty) to know how to export this report.

3-)  How to view Excess Stock Report Compare with Maximum Stock:

1. To view details in your report when you select the Compare with Maximum Stock report:-

• Go to the Home section.
• Enter the Date Range 'From' to 'To'.
• In Generate Basis , choose the option in which you want to view details in your report.
• Tick mark in the check box of Deduct Current Stock and Include Nil Stock .
• Select and Filter in the Product and Manufacture tab if the user wants to view the filtered report.
• Select the below-given options if the user wants to view additional details in the report-    

·   Category

·   Marketing Company

·   Brand

·   'Product'

·   Generic

·   Schedule

·   Strength

1. Click on the View tab. Screen as per below-

  How to Convert report in Chart form :  

• To convert the report into chart form:-   

• Go to the Home section.
• Select report data or any column to convert the report into chart form.
• Click on the Chart tab.
• There will be many options inside the Chart tab, for example, Palette, Show Title, Show Grid lines, Totals only etc. You can select these options as per your requirement. 

Note:- Kindly refer to the above-given Report (Compare With Given Qty) to know how to convert the report into the Chart form.

How to Print and Preview this report :

1. To take the printout and preview of this report:-         

• Go to the Display section.
• Click on the Preview and Print tab to take the printout of this report.

How to Export report in Excel and PDF format :

1. To export report in Excel and PDF:-

1. From the Display section.
2. Click on the ' T ' point and select the export type which you want.