How to View Stock Detail Report in RetailGraph | Reporting in Inventory Management

View Stock Detail Report

How to view Stock Detail Report in SwilERP (RetailGraph)


The stock report help in managing stock and tracking records of stock. It also assists in finding the purchase and sales numbers. A stock report is a detail of a vendor's existing stock. In the stock report, you can view details like how much stock you have, minimum and maximum stock, category performance, and other information about the status and performance of stock. You can use many types of inventory reports, each serving its purpose.
This article will show you how to view the stock details report. To view this report, there is an option named Stock Detail in the Reports section. Follow the below process to view the stock details report.

Start with Login in the SwilERP dashboard to initiate the process:

  1. Go to the Reports.
  2. Select Inventory Reports > Stock Detail.
Reference window:
SwilERP Dashboard Window

  1. Follow these steps to view the report of Stock Details:

  1. Go to the Home section.
  2. Select the As on Date until you want to view the details.
  3. Select the report Type as Summary wise, Details wise, and Lot wise in which you want to view the report.
  4. If required, mark the Virtual /Show Nil Stock and Show Discontinued options.
  5. You can apply the filter and select details in the Product and Manufacture tab.
  6. Now, click on the View tab.
Reference window:
Report Window

  1. To view some other details in the report:

  1. Users can select all the below options at once, and they can also do it one by one to view the details in the report:
1.)  Category

2.)  Brand

3.)  Strength

4.)  Marketing Company

5.)  Product

  1. After selecting all the above-given options, click on the View tab.
Reference window:
Report Window

  1. How to convert the data into chart form:

  1. From the Home tab.
  2. Click on the Chart tab to convert it into the chart form.
  3. Inside the chart tab, there are given many options of chart form, select in which you want to convert the details.
Reference window:
Chart Tab Window

  1. How to analyze the details:

  1. Go to the Analysis tab.
  2. Select the As on Date till which you want to view data.
  3. Click on the View tab.
  4. Use the field list to arrange fields in a Pivot Table.
  5. After choosing fields, you will see the data in Analysis Grid.
  6. Enter the name and click on the Save tab to save this report.
  7. If you want to open the previous report, enter that report name and click on the Open tab.
  8. Users can Remove/Export, and Import the report as their requirement.
  9. You can set Grid as per the requirement.

  1. 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
      Note: If here is showing less field options, then you can add fields according to your requirements, with the help of set grid layout option. For that go through the below steps:
  1. Go to the  the Dispaly menu.
  2. And select the Set Grid Layout option.
  3. Now select the field as per the requirement and click on Save button.
  4. To save the changes click on the Save Layout.
  5. Once again go to the Analysis section and whatever fields you have added now will also be shown in this field section.
Reference window:
Analysis Report Window

  1. How to view the Analysis data in chart form:

  1. After analyzing the data, if you want to view the details in the chart form, click on the given chart option.
Reference window:
Chart Tab Window

  1. How to view the Raw data details in the same window:

  1. Click on the given 'Raw Data' option to view the raw data of stock.
Reference window:
Raw Data Window

  1. How to take Pint & Preview:

  1. Go to the Display tab.
  2. Click on the Preview and Print tab to take the printout.
Reference window:
Print & Preview Tab Window

  1. How to Export the report into excel and other formats:

  1. From the Display tab.
  2. Click on the 'T' point.
  3. Inside the 'T' point, there are given many export formats; select which format you want to export the report.
Reference window:
Export Tab Window

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