Learn How to View Purchase Challan Status Report in Retailgraph ERP

View Purchase Challan Status

How to View the Purchase Challan Status Report in SwilERP


A Purchase Challan is an invoice issued by the buyer to a vendor for purchasing products. Once created, the products are automatically added to the stock. To account for these stocks, a clear challan must be done in the purchase invoice.

In SwilERP software, users can easily generate and view a purchase challan report to see all details of the challan, including vendor names, entry dates, and adjustment amounts. Follow these steps to view the status of a purchase challan:

Start with Login in the SwilERP dashboard to initiate the process:
  1. Go to the Reports menu.
  2. Select Transaction Status Report > Purchase Challan Status.
  3. Press Ctrl+Alt+8 to navigate directly.
Reference Window:
SwilERP Dashboard Window

How to view the Status of Purchase Challan:

  1. Go to the Home tab.
  2. Select the Date Range 'From to To.'
  3. Select the Report Type in which you want to view the details.
  4. Choose any option in All / Adjusted and Pending, and the details will show accordingly.
  5. If you want to apply the filter to view report detail select the Vendor tab.
  6. Select the Series tab if you want to view particular transaction series details.
  7. Click on the View tab.
Reference Window:
Report Window

How to convert data into the chart format:

  1. In the Home tab.
  2. To convert data into chart form, click on the Chart tab and choose which you want to convert.
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 and analyze data in chart form:

  1. In the Analysis tab.
  2. Select the Chart section, and you will see the data in chart form.
Reference Window:
Chart Detail Window

How to view and analyze Raw data:

  1. In the Analysis tab.
  2. Select the given Raw Data option to view the Analyze raw data.
Reference Window:
Raw Data Window

How to Print/preview, and export data:

  1. Go to the Display tab.
  2. If you want to take a printout of this Report, click on the Print & Preview tab.
  3. To export the data into Excel and other formats, click on the 'T' point.
  4. Inside the 'T' point are many export options; select where you want to export the data. 
Reference Window:
Print / Preview and Export Data Window