Purpose of a Sales Report
Introduction
Sales report displays the amount of total tax by product, product group, customer, customer group, and cashier during the selected date range in a Store / POS. It gives detailed information about the sales inclusive tax, sale exclusive tax, and discounts.
Purpose
Sales Report is used for monitoring the total tax by product, product group, customer, customer group, and cashier during the selected date range in a Store / POS
Steps To Generate Sales Report
Steps to generate a Sales Report
Go to Home > Reports > Sales Report. On clicking the Sales Report, the Sales report for all the stores / POS gets populated. You can choose to generate the report individually based on Product, or Product Group, or Customer, or Customer Group, or Cahier.
To selectively filter the report, perform the following steps:
Once the report is generated, it can again be filtered on the screen by mentioning the filtering criteria on the columns.
Report Data
The data in the report (the columns) will depend on the filtering criteria that you have selected. For example, executing the report by store will give consolidated numbers of Sales, Refunds, etc. whereas executing the report for Product will display information about products and their product groups. Similarly, executing the report by Customer will give customer related information.
For easy reference, the reports also display the column totals at the bottom of the screen.
In this example we are discussing the sales report by store, which gives consolidated information about sales, refunds, etc. at the store level.
Mentioned below is the explanation of the different columns that are displayed when the sales report is executed by Store.
Store
Store is the name of the store where the transaction occurred.
POS
The name of the POS where the sale transaction is generated.
Sales (inc. tax)
Total sales figures including taxes
Sales (ex. tax)
Total sales figures excluding taxes
Refund (inc. tax)
Refund numbers including taxes
Refund (ex. tax)
Refund numbers excluding taxes
Discounts
Total value of discounts extended to customers
Net Sales
Sales (inc. tax) - Refun (inc. tax)
Units Sold
Total number of units that were sold at the store in the specified date range. This is (Sold Units - Refunded Units)
Product Cost
This is the total cost of the products that were sold. Product cost is picked up from the cost mentioned on the product in the product master.
Gross Profit
Gross profit is calculated based on this formula Sales (ex. tax) - Refund (ex. tax) - Product Cost
Gross Margin
Gross Margin is a percentage figure and the formula is Gross Profit / Sales (ex. tax)
Net Tax
Net Tax is calculated based on this formula.
{Sales (inc. tax) - Sales (ex. tax)} - { Refund (inc. tax) - Refund (ex. tax)}
Exporting the Sales Report
Sales Report can be exported using the "Export" button. Click on the Export button and browse to a location where you want to save the Sales Report. Click on the Save button to save the file.
Print the Sales Report
Sales Report can be Printed using the button. Click on the "Print" button, Print Preview pops up, select the destination printer, pages, Copies, Color and configure more settings, if required. Click on the Print button to print the Sales Report.
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