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Report

List of reports shown on cards

Direct Link: https://app.meroerp.com/reports

Sales Report

Sales by Customer​

List Sales by Customer​

Direct Link: https://app.meroerp.com/reports/sales-by-customer

report-sales-customer

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Sales panel, select Sales by Customer. This will redirect you to Invoice Sales by Customer list page.
  4. The page have the following informations of each customer.
    1. Name
    2. Total Quantity
    3. Total Invoice Count
    4. Total Payment Transactions
    5. Gross Amount
    6. Discount Amount
    7. Tax Amount
    8. Net Amount
    9. Amount Paid
    10. Amount Due

Search in Sales by Customer​

Direct Link: https://app.meroerp.com/reports/sales-by-customer

report-sales-customer-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Sales panel, select Sales by Customer. This will redirect you to Invoice Sales by Customer list page.
  4. Apply the required filters. The filters available are
    1. Customer Name
    2. Date Range
    3. Store
    4. Customer Type
      1. Normal
      2. Regular
  5. Click on Apply filters.

Note: You can click on Customer to view all the invoices related to the filters appplied.

Sales by Item​

List Sales by Item​

Direct Link: https://app.meroerp.com/reports/sales-by-item

report-sales-items

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Sales panel, select Sales by Item. This will redirect you to Sales by Prodcut Variant list page.
  4. The page have the following informations.
    1. Name
    2. SKU
    3. Quantity Sold
    4. Unit Price
    5. Gross Amount
    6. Discount Amount
    7. Tax Amount
    8. Net Amount
    9. Created at

Search in Sales by Item​

Direct Link: https://app.meroerp.com/reports/sales-by-item

report-sales-items-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Sales panel, select Sales by Item. This will redirect you to Sales by Prodcut Variant list page.
  4. Apply the required filters. The filters available are
    1. Name
    2. Date Range
    3. Store
    4. SKU ID
  5. Click on Apply filters.

Sales by Employee​

List Sales by Employee​

Direct Link: https://app.meroerp.com/reports/sales-by-employee

report-sales-employee

  1. Log in to your MeroERP account.

  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.

  3. In the Sales panel, select Sales by Employee. This will redirect you to Invoice Sales by Employee list page.

  4. The page have the following informations.

    1. Employee Name
    2. Total Invoice
    3. Total Item Quantity
    4. Total Payment Transactions
    5. Gross Amount
    6. Discount Amount
    7. Tax Amount
    8. Net Amount
    9. Amount Paid
    10. Amount Due

Search Sales by Employee​

Direct Link: https://app.meroerp.com/reports/sales-by-employee

report-sales-employee-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Sales panel, select Sales by Employee. This will redirect you to Invoice Sales by Employee list page.
  4. Apply the required filters. The filters available are
    1. Name
    2. Date Range
    3. Store
  5. Click on Apply filters.

Sales by Channel​

List Sales by Channel​

Direct Link: https://app.meroerp.com/reports/sales-by-channel

report-sales-channel

  1. Log in to your MeroERP account.

  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.

  3. In the Sales panel, select Sales by Channel. This will redirect you to Invoice Sales by Channel list page.

  4. The page have the following informations.

    1. Sales Channel Name
    2. Total Item Quantity
    3. Total Invoice Count
    4. Total Payment Transactions
    5. Gross Amount
    6. Discount Amount
    7. Tax Amount
    8. Net Amount
    9. Amount Paid
    10. Amount Due

Search Sales by Channel​

Direct Link: https://app.meroerp.com/reports/sales-by-channel

report-sales-channel-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Sales panel, select Sales by Channel. This will redirect you to Invoice Sales by Channel list page.
  4. Apply the required filters. The filters available are
    1. Date Range
    2. Store
  5. Click on Apply filters.

View Summary / Sales Dashboard​

Direct Link: https://app.meroerp.com/sales/dashboard

report-sales-salesummary

  1. Log in to your MeroERP account.

  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.

  3. In the Sales panel, select View Summary. This will redirect you to Sales Dashboard page.

  4. The page have the following details:

    1. Invoice Orders time series data: Line Graph

      1. Store
      2. Daily / Monthly
      3. Manual dates selection

    2. Sales Dashboard

      1. Search based on

        1. Date Range
        2. Store

      2. Invoice

        1. Total Invoice Order
        2. Total Invoice Due
        3. Invoice Detail
          1. Gross Amount
          2. Total Discount Amount
          3. Shipping Charge
          4. Adjustment Amount
          5. Total Tax Amount
          6. Total Item Quantity Count
          7. Amount Paid
          8. Amount Due
          9. Payment Transactions Count
          10. Total Order Count

      3. Invoice Return Detail

        1. Total Invoice Return
        2. Total Invoice Return Due
        3. Gross Amount
        4. Total Discount Amount
        5. Shipping Charge
        6. Adjustment Amount
        7. Total Tax Amount
        8. Total Item Quantity Count
        9. Amount Paid
        10. Amount Due
        11. Payment Transactions Count
        12. Total Order Count

Purchases Report

Purchase by Vendor​

List Purchase by Vendor​

Direct Link: https://app.meroerp.com/reports/purchase/purchases-by-vendor

report-purchases-vendor

  1. Log in to your MeroERP account.

  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.

  3. In the Purchases panel, select Purchase by Vendor. This will redirect you to Purchases report by vendor list page.

  4. The page have the following informations.

    1. Vendor Name
    2. Total Orders
    3. Item Quantity
    4. Payment Transactions
    5. Gross Amount
    6. Discount Amount
    7. Tax Amount
    8. Net Amount
    9. Amount Paid
    10. Amount Due

Search Purchase by Vendor​

Direct Link: https://app.meroerp.com/reports/purchase/purchases-by-vendor

report-purchases-vendor-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Purchases panel, select Purchase by Vendor. This will redirect you to Purchases Report by Vendor list page.
  4. Apply the required filters. The filters available are
    1. Vendor Name
    2. Date Range
    3. Store
    4. Vendor Type
    5. Supply Type
    6. Industry
  5. Click on Apply filters.

Purchase by Item​

List Purchase by Item​

Direct Link: https://app.meroerp.com/reports/purchase/purchases-by-item

report-purchases-itemsreport-purchases-items-search.png

  1. Log in to your MeroERP account.

  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.

  3. In the Purchases panel, select Purchase by Item. This will redirect you to Purchase by Product Variant list page.

  4. The page have the following informations.

    1. Vendor Name
    2. SKU
    3. Quantity Purchased
    4. Unit Price
    5. Gross Amount
    6. Discount Amount
    7. Tax Amount
    8. Net Amount
    9. Created At

Direct Link: https://app.meroerp.com/reports/purchase/purchases-by-item

report-purchases-items-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Purchases panel, select Purchase by Item. This will redirect you to Purchase by Product Variant list page.
  4. Apply the required filters. The filters available are
    1. Name
    2. Date Range
    3. Store
    4. Item SKU
  5. Click on Apply filters.

Purchase by Employee​

List Purchase by Employee​

Direct Link: https://app.meroerp.com/reports/purchase/purchase-by-employee

report-purchases-employee

  1. Log in to your MeroERP account.

  2. On the left navigation menu, browse to Report. This will redirect you to Reports list page.

  3. In the Purchases panel, select Purchase by Employee. This will redirect you to Purchases Report by Employee list page.

  4. The page have the following informations.

    1. Employee Name
    2. Total Purchases
    3. Total Item Quantity
    4. Total Payment Transactions
    5. Gross Amount
    6. Discount Amount
    7. Tax Amount
    8. Net Amount
    9. Amount Paid
    10. Amount Due

Search Purchase by Employee​

Direct Link: https://app.meroerp.com/reports/purchase/purchase-by-employee

report-purchases-employee-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Purchases panel, select Purchase by Employee. This will redirect you to Purchase Report by Employee list page.
  4. Apply the required filters. The filters available are
    1. Name
    2. Date Range
    3. Store
  5. Click on Apply filters.

View Summary / Purchase Dashboard​

Direct Link: https://app.meroerp.com/purchase/dashboard

report-purchases-purchasesummary

  1. Log in to your MeroERP account.

  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.

  3. In the Purchases panel, select View Summary. This will redirect you to Purchase Dashboard page.

  4. The page have the following details:

    1. Purchase orders time series data: Line Graph

      1. Store
      2. Daily / Monthly
      3. Manual dates selection

    2. Stats

      1. Search based on

        1. Date Range
        2. Store

      2. Purchase

        1. Total Purchase Order
        2. Total Purchase Due
        3. Purchase Detail
          1. Gross Amount
          2. Total Discount Amount
          3. Shipping Charge
          4. Adjustment Amount
          5. Total Tax Amount
          6. Total Item Quantity Count
          7. Amount Paid
          8. Amount Due
          9. Payment Transactions Count
          10. Total Order Count

      3. Purchase Return

        1. Total Purchase Return
        2. Total Purchase Return Due
          1. Purchase Return Detail
            1. Gross Amount
            2. Total Discount Amount
            3. Shipping Charge
            4. Adjustment Amount
            5. Total Tax Amount
            6. Total Item Quantity Count
            7. Amount Paid
            8. Amount Due
            9. Payment Transactions Count
            10. Total Order Count

Payment Report

Invoice Order Payment​

List Invoice Order Payment​

Direct Link: https://app.meroerp.com/reports/sales-invoice-payment

report-payment-invoicepayment

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Payments panel, select Invoice Order Payments. This will redirect you to Sales Invoices Payment Report list page.
  4. The page have the following informations of each payment type:
    1. Payment Type
    2. Total Payments
    3. Total Amount
    4. Total Invoice Orders

Search Invoice Order Payment​

Direct Link: https://app.meroerp.com/reports/sales-invoice-payment

report-payment-invoicepayment-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Purchases panel, select Invoice Order Payments. This will redirect you to Sales Invoices Payment Report list page.
  4. Apply the required filters. The filters available are
    1. Date Range
    2. Store
  5. Click on Apply filters.

Invoice Return Order Payment​

List Invoice Return Order Payment​

Direct Link: https://app.meroerp.com/reports/invoice-return-payment

report-payment-invoicereturn

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Payments panel, select Invoice Return Order Payments. This will redirect you to Invoice Return Payment Report list page.
  4. The page have the following informations of each payment type:
    1. Payment Type
    2. Total Payments
    3. Total Amount
    4. Total Invoice Return Orders

Search Invoice Return Order Payment​

Direct Link: https://app.meroerp.com/reports/invoice-return-payment

report-payment-invoicereturn-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Payments panel, select Invoice Return Order Payments. This will redirect you to Invoice Return Payment Report list page.
  4. Apply the required filters. The filters available are
    1. Date Range
    2. Store
  5. Click on Apply filters.

Purchase Order Payment​

List Purchase Order Payment​

Direct Link: https://app.meroerp.com/reports/purchase-order-payment

report-payment-purchase

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Payments panel, select Purchase Order Payments. This will redirect you to Purchase Order Payment Report list page.
  4. The page have the following informations of each payment type:
    1. Payment Type
    2. Total Payments
    3. Total Amount
    4. Total Purchase Orders

Search Purchase Order Payment​

Direct Link: https://app.meroerp.com/reports/purchase-order-payment

report-payment-purchase-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Payments panel, select Purchase Order Payments. This will redirect you to Purchase Order Payment Report list page.
  4. Apply the required filters. The filters available are
    1. Date Range
    2. Store
  6. Click on Apply filters.

Purchase Return Order Payment​

List Purchase Return Order Payment​

Direct Link: https://app.meroerp.com/reports/purchase-returns-payment

report-payment-purchasereturn

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Payments panel, select Purchase Return Order Payments. This will redirect you to Purchase Return Payment Report list page.
  4. The page have the following informations of each payment type:
    1. Payment Type
    2. Total Payments
    3. Total Amount
    4. Total Purchase Return Orders

Search Purchase Return Order Payment​

Direct Link: https://app.meroerp.com/reports/purchase-returns-payment

report-payment-purchasereturn-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Payments panel, select Purchase Return Order Payments. This will redirect you to Purchase Return Payment Report list page.
  4. Apply the required filters. The filters available are
    1. Date Range
    2. Store
  5. Click on Apply filters.

Inventory Report

Stock Alert​

List Stock Alert​

Direct Link: https://app.meroerp.com/reports/inventory-stock-alert

report-inventory-stockalert

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Inventory panel, select Stock Alert. This will redirect you to Inventory Stock list page.
  4. The page have the following informations:
    1. Name
    2. SKU
    3. Store
    4. Current Stock
    5. Stock Alert
    6. Maximum Stock
    7. Created At

Search Stock Alert​

Direct Link: https://app.meroerp.com/reports/inventory-stock-alert

report-inventory-stockalert-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Inventory panel, select Stock Alert. This will redirect you to Inventory Stock list page.
  4. Apply the required filters. The filters available are
    1. Name
    2. Store
    3. Item SKU
  5. Click on Apply filters.

Inventory Valuation​

List Inventory Valuation​

Direct Link: https://app.meroerp.com/reports/inventory-valuation

report-inventory-valuation

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Inventory panel, select Inventory Valuation. This will redirect you to Inventory Valuations list page.
  4. The page have the following informations:
    1. Total Inventory Value
    2. Total Retail Value
    3. Potential Profit
    4. Margin
    5. Each Product Variant have the following informations:
      1. Name
      2. SKU
      3. In Stock
      4. Cost Price
      5. Inventory Value
      6. Sell Price
      7. Retail Value
      8. Potential Profit
      9. Margin
      10. Created At

Search Inventory Valuation​

Direct Link: https://app.meroerp.com/reports/inventory-valuation

report-inventory-valuation-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Inventory panel, select Inventory. This will redirect you to Inventory valuation list page.
  4. Apply the required filters. The filters available are
    1. Name
    2. Store
    3. Item SKU
  5. Click on Apply filters.

Income/ Expense Report

Income​

report-incomesummary

Expense​

report-expensessummary

Receivable Report

Incomes Due​

List Invoice Due​

Direct Link: https://app.meroerp.com/reports/receivable/invoice-due

report-receivable-invoicedue

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Receivable panel, select Invoices Due. This will redirect you to Invoice Due list page.
  4. The page have the following informations:
    1. Total Amount Due
    2. Total Order Count

Search Invoice Due​

Direct Link: https://app.meroerp.com/reports/receivable/invoice-due

report-receivable-invoicedue-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Receivable panel, select Invoices Due. This will redirect you to Invoice Due list page.
  4. Apply the required filters. The filters available are
    1. Date Range
    2. Store
  5. Click on Apply filters.

Purchase Return Due​

List Purchase Return Due​

Direct Link: https://app.meroerp.com/reports/receivable/purchase-return-due

report-receivable-purchasereturndue

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Receivable panel, select Purchase Return Due. This will redirect you to Purchase Return Due list page.
  4. The page have the following informations:
    1. Total Amount Due
    2. Total Order Count

Search Purchase Return Due​

Direct Link: https://app.meroerp.com/reports/receivable/purchase-return-due

report-receivable-purchasereturndue-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Receivable panel, select Purchase Return Due. This will redirect you to Purchase Return Due list page.
  4. Apply the required filters. The filters available are
    1. Date Range
    2. Store
  5. Click on Apply filters.

Payables Report

Purchase Due​

List Purchase Due​

Direct Link: https://app.meroerp.com/reports/payable/purchase-order-due

report-payable-purchaseorderdue

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Payables panel, select Purchase Due. This will redirect you to Purchase Due list page.
  4. The page have the following informations:
    1. Total Amount Due
    2. Total Order Count

Search Purchase Due​

Direct Link: https://app.meroerp.com/reports/payable/purchase-order-due

report-payable-purchaseorderdue-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Payables panel, select Purchase Due. This will redirect you to Purchase Due list page.
  4. Apply the required filters. The filters available are
    1. Date Range
    2. Store
  5. Click on Apply filters.

Invoice Return Due​

List Invoice Return Due​

Direct Link: https://app.meroerp.com/reports/payable/invoice-returns-due

report-payable-invoicereturndue

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Payables panel, select Invoice Return Due. This will redirect you to Invoice Return Due list page.
  4. The page have the following informations:
    1. Total Amount Due
    2. Total Order Count

Search Invoice Return Due​

Direct Link: https://app.meroerp.com/reports/payable/invoice-returns-due

report-payable-invoicereturndue-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Payables panel, select Invoice Return Due. This will redirect you to Invoice Return Due list page.
  4. Apply the required filters. The filters available are
    1. Date Range
    2. Store
  5. Click on Apply filters.

Taxes Report

Invoice Sales Tax​

List Invoice Sales Tax​

Direct Link: https://app.meroerp.com/reports/invoice-sales-taxes

report-tax-incomesalestax

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Taxes panel, select Invoice Sales Taxes. This will redirect you to Invoice Sales Taxes list page.
  4. The page have the following informations:
    1. Sales Tax
      1. Total Sum of All Tax
      2. Other Tax types added
    2. Sales Return Tax
      1. Total Sum of All Tax
      2. Other Tax types added

Search Invoice Sales Tax​

Direct Link: https://app.meroerp.com/reports/invoice-sales-taxes

report-tax-incomesalestax-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Taxes panel, select Invoice Sales Taxes. This will redirect you to Invoice Sales Taxes list page.
  4. Apply the required filters. The filters available are
    1. Date Range
    2. Store
  5. Click on Apply filters.

Purchase Tax​

List Purchase Tax​

Direct Link: https://app.meroerp.com/reports/purchase-orders-taxes

report-tax-purchasetax

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Taxes panel, select Invoice Sales Taxes. This will redirect you to Invoice Sales Taxes list page.
  4. The page have the following informations:
    1. Sales Tax
      1. Total Sum of All Tax
      2. Other Tax types added
    2. Sales Return Tax
      1. Total Sum of All Tax
      2. Other Tax types added

Search Purchase Tax​

Direct Link: https://app.meroerp.com/reports/purchase-orders-taxes

report-tax-purchasetax-search

  1. Log in to your MeroERP account.
  2. On the left navigation menu, browse to Reports. This will redirect you to Reports list page.
  3. In the Taxes panel, select Purchase Tax. This will redirect you to Purchase Tax list page.
  4. Apply the required filters. The filters available are
    1. Date Range
    2. Store
  5. Click on Apply filters.