What is Excess Stock Reports? Learn how to View Excess Stock Reports in SwilERP

View Excess/Surplus Stock Report

How to View Excess or Surplus Stock Report in SwilERP


What is the meaning of Excess Stock?

Products don't always sell as quickly as expected by businesses. There are some items that stay in the store for too long because of consumers' lack of interest or any other reasons that are called Excess Stock.
In SwilERP, users can view the report of Excess Stock by Reports section. You can view details here products name, total sales, available stock, and excess stock. 

  

To view reports open the SwilERP dashboard:-
  • Go to the Reports > Stock Reports > Excess Stock Report.

Excess StockDashboard Window

How to view the report:

  1. After that you will see the next window of Excess Stock:-
  • Go to the Home tab.

  • Select the Date Range 'From' to 'To'.

  • Select the Generate Basis options as Max Stock/ Sales according to the requirement.

  • Users can also Select and Filter the options of Product and Manufacture.

  • Tap on the View option and a report will be generated. 

view the reportReport Window

How to Print and Preview and Export report:

  1. To Print, Preview, and convert reports into Excel format.
  • Go to the Display tab.

  • Click on Print and Preview to print your report.

  • Click on the 'T' point then select an option from the below list to convert your report in the format of Excel, PDF, HTML, RTF, and XML.

Preview and Export reportPrint and Preview Window



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