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:
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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.
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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.
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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.
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Print & Preview Window
- From the Display section.
- Click on the " T " point and select your desired export format.
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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.
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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.
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Report Window
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