View Re-order Report (Compare With Last Sale)
How to View Re-order Report (Compare With Last Sale) in SwilERP
Meaning of Re-Order Inventory Report.
In a business, at any point in time, it is crucial to maintain sufficient stock to meet customers' needs. Users can specify the minimum inventory and Re-order quantity as per the requirements. In SwilERP software, there is an option in the Reports section for users to view Re-order Report Compared With the Last Sales.
Start with Login in the SwilERP Dashboard to initiate the Process:
Reference Image:
SwilERP Dashboard Window
How to view Re-Order Report Compare With Last Sale:
- Go to the Home section.
- If the user wants to re-order stock to 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.
- 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.
- Select Invoice Attribute , if required.
- Tick/Untick in the Round off Loose Qty box to Packed Qty .
- If you want to apply filters in your report, you can click on the Product/Invoice Attribute/Series tab and use all the filters.
- Users can view details in the report as per the below-mentioned options:
- Generate ' Location ' Wise Reorder
- Generate ' Product ' Wise Reorder
- Generate ' Color ' Wise Reorder
- Generate ' Batch ' Wise Reorder
- If the user wants to view the report details group-wise, then they have to select the below-given options and set the Groups as per the requirement.
- Category
- Marketing Company
- Brand
- Product
- Strength
- Generic
- Schedule
- Select the Station from the Station List if you want to view the report Location wise.
- Now, click on the View tab.
Reference Image:
Report WindowHow to Convert report Into Chart format:
- Go to the Home tab.
- Select any column and data to convert the report into Chart form.
- Click on the Chart tab.
- Inside the Chart tab, there are many options to convert a report into Chart form.
Reference Image:
Chart Tab Window
How to Preview and Print this Report :
- Go to the Display tab.
- Select the Preview tab if you want to preview your report before printing.
- Then select the Print tab to take the printout of your report. Screen as per below.
Reference Image:
Print & Preview Window
- From the Display section.
- Click on the " T " point and select your desired export format.
Reference Image:
Export Tab Window
View details for Order Basis For Min/Max Level :
- Select the section of Order Basis for Min/Max Level.
- If the user wants to re-order stock compared with last sales, select the option of Days Sales .
- Enter the min/max days of inventory.
- Enter the Case Lot % and Box Size % if the users want to affect the re-order quantity as per these options.
- If you tick a mark in the other boxes, it will also affect the Re-order quantity.
- 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 the stock will be re-ordered accordingly.
- To view the report go to the Home section and click on the View tab.
Note :- (You can also re-order stock by following below option)
- Select the Re-order Qty option, enter the properties of total sales you want to re-order, then subtract the Current Stock from it.
Reference Image:
Report Window
To view the Not Ordered Inventory Report :
- If the user wants to view details of not ordered inventory.
- Go to the Not Ordered section.
- Select any option according to the user's requirement and which details you want in your report.
Reference Image:
Report Window
Related Articles
Inventory Management- Re-Order Report (Compare With Minimum Stock)
How to view Re-Order Report (Compare With Minimum Stock) in SwilERP Meaning of Inventory Re-Order 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 ...
View Re-order Report (Compare With Given Quantity)
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 ...
Re-order Management
How To Do Re-order Management In SwilERP (RetailGraph) How does Re-order Management work? A business, at any time, needs to maintain enough stock to meet customers' needs. Users can re-order stock at minimum/maximum levels according to their ...
Compare Stock Report
How to view Compare Stock Report in SwilERP What is the Compare Stock Report? When you want to compare the Purchase Rate/Value and Sales Rate/Value along with the stock in the same window, this process is called a stock comparison between values and ...
Purchase Order Status Report
How to view Purchase Order Report in SwilERP (RetailGraph) What is a Purchase Order Report? Purchase order status is an option in SwilERP, that is used to view the real-time status of purchase orders. This report shows all the orders given to the ...