Process to View Company Wise Stock & Sales Analysis Report and other Features in Retail Pharmacy 

• Go to Dashboard > Report

• Click on the Inventory tab.

• Under Inventory, select Stock & Sales Analysis Report.

• The Stock & Sales Analysis window will open.
• Click on the Field shown in 'Figure'.

• The user can select a particular Period or manually enter the required 'Date Range'.

• In the Report Type field, click the dropdown button and select the required report type, such as Item-wise or Batch-wise.

• In the Template field, User can select the required template, if available.

• Select Company Window Will appear, Here user can select the required company and click 'OK'.

• Next, User is Required to select the store by clicking on 'Store' field.

• Select Store window will appear, Here User can select Particular Store as per their Requirements and click 'OK'

• In the Salt field, the user can select medicines by their salt name.

• Select Salt Window will appear, Here user can select the salt as per their Requirements and click 'OK'.

• The Stock & Sales Analysis Report will open. The user can scroll horizontally to view the complete report.

• To view the report Batch-wise, click 'Back'.

• Select Batch-wise in the Report Type field, and click 'OK'.

• Click 'Settings' to open the configuration options. 

• The user can configure the report to display Opening/Inward/Outward Quantity, Opening and Closing Valuation, Inward and Outward Valuation, and Last 2 Months' Sale Quantity.

• The User can further customize the report as required by clicking 'Custom Design'.

• In the Template Name field, click 'Create New' to create a new template.

• Enter the Required template name and click 'Save'.

• The User can select or deselect the required fields as per the requirements and click 'Save'.

• The created template will be available in the 'Stock & Sales Analysis' window, where the user can select and use it as required.

• The user can export the report in Excel or PDF format, print the report, or share it using the respective icons.