How to View Re-order Report (Compare With Given Quantity) in SwilERP

Meaning of Re-Order Inventory Report.

In a business, at any point in time, it is essential to maintain sufficient stock to meet customers' needs. Users can specify and reorder the minimum order quantity according to their inventory requirements. 

In  SwilERP software, there is an option In the  Reports  section. The users can view inventory Reorder report (Compared With Given Quantity). 

Start from the SwilERP dashboard to initiate the process:

1. Go to the Reports section.
2. Inventory Details > Re-Order Report > Compare With Given Qty.
   

Reorder Report (Compare With Given Qty) :

1. Go to the  Home section.
   
2. If the user wants to re-order stock from a particular vendor, select that vendor name in the Vendor tab; then, choose the ' Selected'  option and click on the  Update To Order Book / Update To Purchase Order. 
3. Select the  Last Vendor/Best Vendor option and click on the  Update To Order Book or Purchase Order;  stock will be re-ordered to the respective vendor accordingly.  
4. Select  Invoice Attribute, if required.
5. Tick/Untick in the  Round off Loose Qty box to Packed Qty.
6. If you want to apply filters in your report, click the  Product/Invoice Attribute/Series tab and use all the filters.
7. Users can view details in the report as per the below-mentioned options:   
   

1. Generate ' Location ' Wise Reorder
2. Generate ' Product ' Wise Reorder
3. Generate ' Color ' Wise Reorder
4. Generate ' Batch ' Wise Reorder

• To view  additional details  in the report, select below given options

1.  Marketing company
2.  Brand
3.  Product
4.  Strength
5.  Generic
6.  Schedule
7.  Category

• Select  Station  from the Station tab if required.
• Now click on the  View  tab.
  

How to view this report in Chart form :

• Go to the Home section.
  
• Click on the Chart tab.
• Inside the Chart tab, given many chart options , select which you want.
  

How to Preview and Print this report :

1. Go to the Display section.
2. Click on the Preview and Print tab to take the Printout of this report.
   

How to Export this report:

1. To Display section.
2. Click on the " T " point and select your desired export format.
   

View details for Order Basis For Min/Max Level : 

• To view the report and re-order the stock, follow the below-given steps:-

1. Go to the section of Order Basis for Min/Max Level .    
2. If the user wants to view the report and Re-order the stock, select the Product (Days) option.
3. Enter the Date Range 'From' to 'To.'
4. Enter the  Case Lot %  and  Box Size %  if the users want to affect the re-order quantity as per these options.
   
5. If you tick a mark in the other boxes, it will also affect the Re-order quantity. 
   
6. If the user wants to re-order the stock, go to the home section and click on the  Update To Order Book/To Purchase Order  options and  stock will be re-ordered accordingly.
7. To view the report click on the View tab  and the re-order report will be generated.

Note :- (You can also re-order stock by following below option)

1. Select the  Re-order Qty  option, enter the properties of total sales you want to order, then subtract the  Current Stock  from it.
   

How to View Not Ordered Inventory details :

• If the user wants to view details of which Inventory hasn't been ordered.

• Go to the Not Ordered section.
• Select given any option per the user requirement which details you to want to view in your report.