In retail sales, transactions made isn't always made in offline stores. For example, Orders via Whatsapp (online), marketplace channels, consignment, etc. We can apply Sales Order Type as a differentiator in checking reports to find out our sales depending on the type of sales we made, with the purpose of finding out the sales performance based on each channel we have. We also provide more detail about Sales Order Type. You can view the Report on the following methods.
Table of Content :
II. Report Type Menu
I. Report Detail Menu
Step 1. Go to Reports, then Choose Detail Tab
Notes :
In this section, you can see all today's sales made a report.
Step 2. Filter Report by Sales Order Type
With those filters, you can get the report based on the selected sales type.
II. Report Type Menu
Step 1. Go to Reports, then Choose Type Tab
In this section, you can see all today's sales made report summary.
Step 2. Filter Sales Order Type as Needed (Optional)
With the method described above, you may calculate sales by Sales Order Type, so you can find out the most orders through what Type of Sales Orders.
You might also like to read this article :
Are you using marketplace integration? Make sure you use Sales Order Type in the marketplace settings, please check this article : Setting and Using Sales Order Type for Marketplace
For a more detailed explanation of the reports menu, you can check this article : Report Menu Introduction
If you have a special Receipt Template format for each Sales Order Type, you can check this article for an explanation : Print Receipt Invoice based on Sales Order Type
