Reports
Inventory Report
Generate a report that lists all the products that have a transaction on the stock.
Manage Columns:
Select the columns to be visible.
Filter & search
1. Search by: Specify the criteria for searching within the report, such as keywords or identifiers.
2. Tag: Select tags to filter data based on specific labels or classifications.
3. Parent Category: Choose the main category under which the data falls.
4. Sub-Category: select from the drop-down list the sub-category within the chosen parent category.
5. Location: Filter the report based on specific locations
6. Supplier: Select the supplier to filter data related to specific vendors, click on the “eye icon” to view supplier detail
7. Period: Set the date range for the report to include data within that time
8. Qty: Apply quantity filters to focus on specific amounts or ranges of items.
Click filter and export the inventory report in 2 formats.
print pdf or export excel.
Point of Sales Report
The point of sales financial statements are accessible for viewing and downloading through the following steps:
Select the type of report you wish to view
Invoice Details ( Basic )
Select the filter type:
For the Report of a specific shift, Enter the Shift ID.
For the Report of a specific day, select the date.
For the Report of a specific week, select the week.
For the Report of a specific month, select the month.
For the Report of a specific Date till today, select the date.
Then click on the retrieve button.
The system will display the reports, click on the print report button.
History:
To view the history, click on the history button and the system will display point of sales reports.
Invoice Details ( Advanced )
This report allows users to view and download detailed sales reports, categorized by shifts and their associated users
1. Select Report Type
Choose between two report types:
2. Select Filter Type:
Filter reports either By Specific Shift: Enter the shift ID to retrieve the data.
Or, By Date Range: Specify a date period to generate the report.
Click on retrieve button to show the relevant data based on your selected filter.
Reports will be displayed, showing sales data categorized by shifts.
Minimal Statement: A summary of totals that can be printed. Detailed Totals Statement: Includes invoice details and can be printed for a more comprehensive report.
For each user in the shift, you can view and print:
Z Report
Z- Report: A detailed report that shows the sales, returns, payments received, currencies used, etc.. for all users. Hence, for all shifts that have been closed during the day.
Please notice that printing a z-report requires all the active shifts to be closed since it’s naturally, an end of the day report.
Select the filter type.
To view all Z reports, Click on All report
For the Report of a specific shift, Enter the Shift ID.
For the Report of a specific day, select the date.
For the Report of a specific week, select the week.
For the Report of a specific month, select the month.
For the Report of a specific Date till today, select the date.
Then click on the retrieve button.
To print the report, click on the print report.
If you reprint the report, you must select the retrieval reason for printing, ensuring security.
Then click on the print button.
History:
To view the history, click on the history button and the system will display point of sales reports.
X Reports
A detailed report that shows the sales, returns, payments received, currencies used, etc.. for a specific user after closing his shift
Select the filter type.
To view all Z reports, Click on All report
For the Report of a specific shift, Enter the Shift ID.
For the Report of a specific day, select the date.
For the Report of a specific week, select the week.
For the Report of a specific month, select the month.
For the Report of a specific Date till today, select the date.
Then click on the retrieve button.
History:
To view the history, click on the history button and the system will display point of sales reports.
Cash Handover Report
This report provides detailed information for each user, including their shifts, dates, and the types of payments processed. ( Benefit , Cash or Credit card )
You can Filter By Shift or Date:
Click on expand button to view all shift for a specific user
Credit Sales Report
The report lists sales made on credit, tracking outstanding balances and payment statuses.
Manage Columns:
Select the columns to be visible.
Filter & search
1. Invoice Number: search by a specific invoice number.
2. Customer: Customer: Select the customer to filter data related to specific customers. Click on the “eye icon” to view customer details.
3. Location: Filter the report based on specific locations
4. Period: Set the date range for the report to include data within that time.
Click filter and export the report in excel.
This report displays the invoice number, all customers, total invoice amount, total tax, and any discounts applied to the invoice. It also includes calculated profit and cost ratios.
Sales Summary Report
The report provides an overview of total sales, showing revenue and performance metrics.
Manage Columns:
Select the columns to be visible.
Filter & search
1. Barcode: Search by specific barcode.
2. Location: Filter the report based on specific locations
3. Period: Set the date range for the report to include data within that time
This report displays the product name, cost, quantity, discount, sale amount, and sale percentage.
