In the reports menu, there are several tabs that present you with the reports and data analysis related to sales transactions that have occurred. Each of these tabs also provides reports based on each need, for example: to check Products sold, profits, Detailed Sales Reports, etc.

Table of Contents:

I. Sales by Products

II. Category Sales

III. Sales Transaction Detail

IV. Sales Summary

V. Top Customers

VI. Outlet Performance

VII. Order Type

VIII. Sales Person

IX. Discounted

X. Top Brand

XI. Peak Hour Chart

XII. Daily Sales Performance

XIII. Monthly

For the explanation detail of each tab, you can check the explanation below:

I. Sales by Products

This page show products that have been sold with profit in a period based on bestseller product will be placed at the top

Report Menu Introduction - Product Sold

Table Index:

Column

Description

No

Number of product index

Name

Showing the Product's name

Code

Showing the Product's code

Quantity

Showing the quantity of the products that have been sold

Total Cost

Showing total cost from the product multiplied by the quantities that have been sold

Total Sales

Showing total sales from the product multiplied by the quantities that have been sold

Profit

Showing profit from sales transactions on the sold product. (Profit = Total Sales - Total Cost)

II. Category Sales

This tab show reports from the category of products were sold in a period

Report Menu Introduction - Category Sold

Table Index:

Column

Description

Category

Showing Category product

Quantity

Showing total quantity from categories that have been sold

Gross Sales

Showing total sales amount from categories without calculating the discount

Discount

Showing total discount amount from the sales transactions on Categories

Net Sales

Showing total sales amount from Categories after discount

Cost

Showing total cost from the sold Categories

Profit

Showing profit from sold Categories. (Profit = Net sales - Cost)

III. Sales Transaction Detail

This page show report of sales invoice with details in column

Table Index:

Column

Description

Tax Added

Showing Total tax added from the customer invoices

Sales with Tax

Showing Total sales with tax from the customer invoices

Orders

Showing Total orders from the customer invoices

Qty

Showing the Total quantity of products that have been sold

Gross Sales

Showing Total sell amount with the discount

Discount

Showing the Total discount amount from the customer invoices

Tax Incl.

Showing the Total amount from included tax from the customer invoices

Net Sales

Showing Total sales amount without calculating the discount

Cost (Percentage)

Showing Total cost from the customer invoices

Profit (Percentage)

Showing Total Profit from the customer invoices. (Profit = Cost - Net Sales)

IV. Sales Summary

Sales report with a simplified display

Report Menu Introduction - Report Summary

Table Index:

Column

Description

Outlet

Showing the Outlet from the transaction

Number

Showing Customer Invoice Number

Date

Showing the Created Date from the customer invoices

Customer

Showing Customer Name from the transaction

Sales Person

Showing Sales Person Name from the transaction

Cost

Showing total cost from the transaction

Sales

Showing total gross sales from the transaction (excluding surcharge)

Total

Showing total sales from the transaction

Payment

Showing payment status from the transaction

V. Top Customers

Report customer with that show how many transactions made, quantity sold, and amount of invoice

Report Menu Introduction - Customer

Note: customer with most transactions placed at the top of the row

Table Index:

Column

Description

Customer

Showing Customer's Name

Groups

Showing Customer's Group

Code

Showing Customer's Code

Orders

Showing How many orders that customers have made

Qty

Showing How many products quantities that customers have made based on the orders they've made

Sales

Showing Total Sales from the customer

Tax

Showing Total Tax from the customer's transaction

Sales + Tax

Showing Totals Sales with Tax from the customer

VI. Outlet Performance

Find out and analyze the best outlet which had many transactions occurs

Report Menu Introduction - Outlet Performance

Note: you could evaluate an outlet with minimum transaction here

Table Index:

Column

Description

No.

Showing index data from the outlet transactions

Outlet

Showing Outlet's name

Trans

Showing how many transactions occurred in the Outlet

Sales

Showing total sales from the Outlet

Tax

Showing total tax from the Outlet

Sales + Tax

Showing total sales and tax from the Outlet

Cost

Showing total cost from the Outlet

Profit

Showing total profit from the Outlet

VII. Order Type

The transaction coming from Online and Offline are displayed separately based on the type of sales

Report Menu Introduction - Reports Sales Order Type

Note: for an example, if you have online selling on Marketplace, it will placed to Online sales type

Table Index:

Column

Description

No.

Showing index data from the outlet transactions

Outlet

Showing Outlet's name

Trans

Showing how many transactions occurred in the Outlet

Sales

Showing total sales from the Outlet

Sales + Tax

Showing total sales and tax from the Outlet

Cost

Showing total cost from the Outlet

Profit

Showing total profit from the Outlet

VIII. Sales Person

This tab shows sales reports coming from salespersons assigned in the transaction

Report Menu Introduction - Report Sales Person

Table Index:

Column

Description

Sales Person

Showing Salesperson name

Orders

Showing how many transactions occurred from that Salesperson

Quantity

Showing how many quantities sold from the Salesperson

Sales

Showing total sales from the Sales Person

Tax

Showing total tax from the Sales Person

Sales + Tax

Showing total sales and tax from the Salesperson

Cost

Showing total cost from the Salesperson

Profit

Showing total profit from the Salesperson

IX. Discounted

Showing up the transaction with discount per product and discount per invoice based on amount or percentage

Report Menu Introduction - Report Discounted Sales

Table Index:

Column

Description

Name

Showing the product's name

Qty

Showing product quantities

Number

Showing customer invoice number

Item%

Showing discount amount per item with percentage on the customer invoice

Order%

Showing discount amount per invoice with percentage on the customer invoice

Order2%

Showing second discount amount per invoice with percentage on the customer invoice

Order % Amount

Showing discount amount per invoice with amount from the percentage discount on the customer invoice

Unit Price

Showing the selling price of the product

Total

Showing total selling price from the products which multiplied by the qty

X. Top Brand

Find out best or top brand of product has been sold on this tab

Report Top Brand

Note: Only products that are filled brand section appear here

Table Index:

Column

Description

Brand

Showing brand of products

Sold

Showing numbers of quantity sold from that product's brand

Total

Showing total sold from that product's brand

XI. Peak Hour Chart

Showing Timeline of the Transaction Per Hour & Per Session

Report Peak Hour

XII. Daily Sales Performance

Showing Daily Reports per Month

Report Menu Introduction - Report Daily

XIII. Monthly

Showing Monthly Reports per Year

Report Menu Introduction - Report Monthly

Important Note: The report above is a Sales Report, if you want to access the Purchase Report, you can check it here:

Report Menu Introduction Tutorial Video:

You might also like to read this article:

  • Have you ever wondered why sales reports with reports sometimes have different numbers? You can check the following articles: Why total amount between sales and payment doesn't match?

  • 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

  • Do you want to see a detailed sales report for a specific period? Please check this article for a more detailed explanation: Report Sales Detail

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