How to View Trading Account in SwilERP Pharmacy Software

View Trading Account

How to View Trading Account in SwilERP

What is Trading account? 

Trading account is used to determine the gross profit or gross loss of a business which results from trading activities.Trading activities are mostly related to the buying and selling activities involved in a business. This account helps them quickly determine the business's overall gross profit or loss. The amount thus determined is an indicator of the efficiency of the business in buying and selling. 



In SwilERP, users can easily view Trading Account from the Accounts section. You can easily view your business's profit or loss graph from this and compare last year's sales and purchase analysis.

Follow the below-mentioned process to view trading account:

Start with Login in SwilERP Dashboard to Initiate the Process 

  1. Go to the Accounts> Statement> Trading account. 
SwilERP Dashboard Window

How to view trading account

  1. A window of trading account will appear in next slide. 
  2. Select the Date Range ''From'' to ''To'' in which you want to view trading account. 
  3. Select the format file as ''Last year trading account'' or ''Trading account''. 
  4. Tick mark on the ''Last year comparison'', if needed. 
  5. Click on the View option. 
Trading Account Window
With this, you can view following details in Expenses section: 
  1. Opening Stock Value- Will show the amount of opening stock in this section. 
  2. Purchase Account- Here you can view the purchase transactions amount. 
  3. Gross Profit- In the case of Gross profit, it will show in this section.
In Income section:
  1. Sales Account- Here you can view the sales transaction amount.
  2. Closing Stock Value-  Will show the amount of closing stock in this section.
  3. In the case of Gross Loss, it will show in this section.
Income and Expenses Window

Export trading account in excel 

In SwilERP, there is also an option to export statements in excel format. Users can easily export reports in an excel file with the export file option. Do follow the below-given steps:    

  1. Go to the Display section.

  2. Click on the "T" option, select the excel option to convert you statement. 

Export In Excel Format Window

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