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 minimum order quantity according to their inventory requirements. Users must view inventory Re-Order Reports Compared with Minimum stock in the Reports section.
Start with Login in the SwilERP dashboard to initiate the process:
- Go to the Reports.
- Inventory Details
>
Re-Order Report >
Compare With Minimum Stock.
Reference Window:
SwilERP Dashboard Window
Re-Order Report (Compare With Minimum Stock):
-
Go to the
Home section.
-
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.
-
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 to your report, 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 users want to view
group-wise
details in the report, select the below-given options:
Category
Marketing company
Brand
Product
Strength
Generic
Schedule
-
If required, select
Station from the Station list.
-
Now click on the view tab.
Reference Image:
Report Window
-
Select any column or data to convert the report.
-
Click on the
Chart tab.
-
Inside the chart tab, given many options , the users can select these options as per the requirements.
Reference Image:
Chart Report Window
How to Preview and Print Report:
-
Go to the
Display section.
-
Click on the
Preview tab to preview the report before printing.
-
Select the
Print tab to take a printout of the report.
Reference Image:
Print & Preview Window
How to send and export this report:
-
From the
Display section.
-
Click on the '
A
' option to share an E-Mail of the report.
-
Click on the '
T
' point and select any export option from
Excel, PDF, Text, or HTML.
Reference Image:
Export Report Tab Window
View details for Order Basis For Min/Max Level:
-
Select
Order Basis for Min/Max Level
Section.
-
When the user wants to compare their inventory with the minimum stock level, select the
Product Master
option.
-
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
stock will be re-ordered accordingly.
-
After following all the above steps, go to the
Home section and click on the
View tab.
Note:- (You can also re-order stock by following the below option)
-
Select the
Re-order Qty option, enter the properties of total sales you want to order, then subtract the
Current Stock from it.
Reference Image:
Report Window
View Not Ordered inventory report
:
-
Go to the
Not Ordered section.
-
Select any option that details you want to view in your report.
Reference Image:
Report Window
Related Articles
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 ...
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 ...
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 ...
Group Product Wise Inventory Details Report
How to view Group Product-Wise Inventory Details Report in SwilERP Meaning of Group Product Wise Inventory Details ? Inventory details are a statement of the real-time stock-in-hand on a particular day. In Group Product Wise Report, users ...