DealPOS, as a leading point-of-sale platform, offers a variety of reporting features in different formats. However, for those seeking precision and comprehensiveness, it is highly recommended to explore the reports from "Sales Report Details." This feature not only provides comprehensive information but also comes equipped with various filtering options to meet your business analysis needs more specifically.
Here are several reasons why you should check the sales report from Reports Detail :
The transaction data displayed is very comprehensive, including information such as salesperson name, customer name, payment status, discounts, etc.
The transaction amounts displayed are highly accurate, as any product and invoice discounts during the transactions are all calculated in the report details.
The available filters are very comprehensive, allowing users to check reports with highly specific data.
The export feature is also very comprehensive, providing multiple export file options.
I. View Reports Detail
Read the tutorial below to get a more in-depth understanding of the Sales Report Details feature.
1.1 Reports Detail Main Page
Go to Reports, then Choose the Detail Tab.
1.2 Filter Reports Detail
Click the Filter Icon, then Filter Data as Needed (Optional). When the "Reports Detail" is opened, the data will display today's date, you need to adjust the date filter if you want to check reports for a specific period. Customize the reports you desire by applying the necessary report filters (optional).
If you need to filter the data, always choose the filters first before exporting or opening the sales detail summary, so that the displayed data aligns with your specific requirements.
Notes :
Due to the comprehensive nature of the filters in Reports Detail, if you need assistance with filter usage, you can contact the Customer Support team via the Live Chat feature or through the WhatsApp number provided by the support team. Contact Us
1.3 View Next Report Details Page
The system in "Reports Details" displays 100 records per page. We have implemented pagination to prevent extended data loading times. Therefore, you can click "Next" to display an additional 100 records. Scroll the page down, then click the next button.
1.4 Sales Detail Summary
Users can also display a report summary in the report details by clicking the View Report Summary button.
Sales Detail Summary will display a summary of the report details based on the filters you have chosen. If you have complementary products sold, you can click the "question mark" symbol or "?" symbol to display the number of complementary products sold.
Table Properties :
Column Name | Description |
Orders | Number of orders |
Quantity | Number of products sold (except complimentary products) |
Complementary | Number of complimentary products sold |
Gross Sales | Sales amount before discount and tax |
Discount | Total discount applied |
Sales | Sales amount after discount and before tax |
Tax | Total tax applied |
Sales + Tax | Sales amount after discount and tax |
Cost | Total unit cost of products sold |
Profit | Sales profit (calculated by subtracting the total "Cost" from the total "Sales + Tax" |
1.5 Export Reports Detail
DealPOS provides CSV and XLSX file formats for data extraction and export purposes. Click the export button, choose the format, and then click the "Ok" button.
II. Export Reports Detail Option
As previously mentioned, the report detail offers various formats for exporting data. The differences can be checked below.
2.1 Default Export
The "Default" format will display the standard export format, containing the minimum data from the report detail that can be shown.
Table Properties :
Column Name | Description |
Outlet | Outlet name |
Number | Invoice number |
CustomerName | Customer name |
Sales | Sales person name |
Date | Invoice date |
Time | Invoice created time |
Category | Product category |
Variant | Variant name |
Code | Variant code |
Quantity | Quantity sold |
UnitCost | Product unit cost (*) |
UnitPrice | Product unit price (**) |
NetPrice | Product unit price after all discount calculation |
ItemDiscountPercentage | Item discount percentage |
ItemDiscountAmount | Item discount amount |
OrderDiscountPercentage | Invoice discount percentage (first discount) |
OrderDiscount2Percentage | Invoice discount percentage (second discount) |
OrderDiscountAmount | Invoice discount amount |
Gross Sales | Product unit price multiplied by the quantity sold |
Net Sales | Net price multiplied by the quantity sold |
Tax | Tax applied to the item (***) |
Sales N Tax | Net sales summed with the tax |
Surcharge | Additional surcharge |
Notes :
(*) Need product cost role to view the column.
(**) Unit price is not the general price from the product detail, unit price is the product price that is submitted in the shopping cart.
(***) Tax calculations might be different if the user uses "Tax Included".
Tax Added Calculation
Tax Included Calculation
2.2 Export With Customer Information
The exported data displayed is the same as the "Default Export", with the addition of some additional customer data.
Table Properties (Additional Only from Default Export) :
Column Name | Description |
Customer Code | Customer code |
Mobile | Customer mobile number |
Customer email address | |
Join Date | Customer join date / created date |
Birth Date | Customer birth date |
City | Customer city location |
OrderSales | Total of "Net Sales" column of some rows but in the same invoice number |
OrderTax | Total of "Tax" column of some rows but in the same invoice number |
OrderTotal | Total of "Sales N Tax" column of some rows but in the same invoice number |
Address | Customer address |
SalesTag | Sales order tag |
2.3 Export With Complete Detail
The exported data displayed is the same as the "Default Export", with the addition of some customer data that is already written in the export file with customer information, and some additional data.
Table Properties (Additional Only from Previous Export) :
Column Name | Description |
Sales Person Code | Salesperson code |
Sales Group | Salesperson group |
Brand | Product brand |
Product Code | Product code |
Item Note | Item/product note |
Serial | Product serial number |
Invoice Note | Invoice note |
Created By | Invoice created users |
Modified By | Invoice modified users |
Sales Type | Sales order tag |
Promotion Coupon | Promotion coupon code that is applied |
Return Invoice Number | Invoice returned from |
Fulfillment | Invoice fulfillment/delivery status |
Payment | Invoice payment status |
Created Date | Invoice created date |
Related Articles
If you want to see a sales report with the most sold products, maybe you can check the steps in this article Reports Product Sold
If you want to see the customers who most frequently make purchases with your store, you can check the Top Customer report: Sales Report by Customer
Does your business have several types of sales? (Example: Online & Offline Sales) You can check performance by type of sales, please check this article for a more detailed explanation: Report Based on Sales Order Type
