Sales Report

For versions:3.6 & Above
You are here:
Estimated reading time: 1 min

How To Access

Dashboard → Reporting → Sales Report

Description:

In this page, you will get details about the Sales report made in individual store or in all stores with date, reference no, biller, customer, tax and payment status. Also you can view the sale report. You can also customise the sales report.

Customer: Select the customer to view the sales report.

Reference No: Type the reference number of the sales.

Created By: Choose the user who created the sales.

Biller: Choose the biller who made the bill.

Start Date: Select the start date to filter the sales report.

End Date: Select the end date to filter the sales report.

Tax: Choose your tax method.

Submit Filter: After filling the details click submit to filter the data.

Reset: Reset all the data you entered.

Date: The sales created date and time.

Reference No: Sales reference number. A simple way to identify a sales order, by supplying it with a unique reference number.

Invoicer: It show the biller who made the sale.

Customer: Name of the buyer.

Tax: The sales tax amount will display.

Grand total: Sales order total amount.

Paid: The amount customer paid to the cashier

Balance: Balance amount, we need to give to the customer.

Payment status: The sales status will display as Paid / Partial / Due.

Search: Use the FIND search bar to search for existing Sales report. The best way to do this is via the Reference number, And also we can search by customer name, supplier, and biller, etc,…

At the top left side of the page you will see the search bar:

Header Toolbar:

At the top right of the page you will see the toolbar:

Export Excel: Whole registered details export to excel sheet.

Export PDF:   Whole registered details export to PDF file.

Delete: Clear all of the field data  in the current screen.

Print: You can able to print your receipt

Basic: View your sales in basic mode.

Advance: Exact detail view of the sales.

Zoom: You can able to zoom your sales and check

Filter Bar:

It use of filter the date of sales report, Filter the reference number, Suppliers and name of the customers.

At the footer of the data page.

Page Navigation:  At the bottom right of the page you will see the page navigation

 

Tags:
Was this article helpful?
Dislike 0 0 of 0 found this article helpful.
Views: 5
© 2013 - 2022 Cazura. All Rights Reserved.