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1. Go to Reports tab to check the Sales Inventory and Reports
[/vc_column_text][vc_single_image image=”1703″ img_size=”full”][vc_column_text]2. Under the GRAPHICAL REPORTS TAB, You can view Graphical representation of the reports.[/vc_column_text][vc_single_image image=”1706″ img_size=”full”][vc_column_text]
GRAPHICAL REPORTS
[/vc_column_text][vc_column_text]CATEGORIES
Click on the “Categories Section”.[/vc_column_text][vc_single_image image=”1797″ img_size=”full”][vc_column_text]It will show this Report Input which means you have to select the “Date Range”, “Sales Type”, “Stock Location”. [/vc_column_text][vc_single_image image=”1798″ img_size=”full”][vc_column_text]If you click on “Date Range” it will show a dropdown like this. See screenshot below.[/vc_column_text][vc_single_image image=”1799″ img_size=”full”][vc_column_text]From here you can select the Date Range. Then click Apply to apply the date range you select.
If you click the drop down arrow on the “Sale Type” section it will show a drop down where you can select on either “ALL”, “SALES”, or “RETURN”.[/vc_column_text][vc_single_image image=”1800″ img_size=”full”][vc_single_image image=”1801″ img_size=”full”][vc_column_text]If you click the drop down arrow on the “Stock Location” it show a drop down where you can select on either “ALL” or “STOCKS”.[/vc_column_text][vc_single_image image=”1802″ img_size=”full”][vc_single_image image=”1803″ img_size=”full”][vc_column_text]After filling out the fields click on the “Submit” button to submit your entries.
It will show a pie chart of the stocks and categories.[/vc_column_text][vc_single_image image=”1804″ img_size=”full”][vc_column_text]CUSTOMERS
Click on the “Customers” section.[/vc_column_text][vc_single_image image=”1805″ img_size=”full”][vc_column_text]It will show the same “Report Input” as the “Categories” section. Just repeat the same process as we did at the “Categories” section. It will give you a result of the customers summary report.[/vc_column_text][vc_single_image image=”1806″ img_size=”full”][vc_column_text]DISCOUNTS
Click on the “Discounts” section.[/vc_column_text][vc_single_image image=”1807″ img_size=”full”][vc_column_text]It will show the same “Report Input” as the “Categories” section. Just repeat the same process as we did at the “Categories” section. It will give you a result of the discount summary report.[/vc_column_text][vc_single_image image=”1808″ img_size=”full”][vc_column_text]EMPLOYEES
Click on the “Employees” section.[/vc_column_text][vc_single_image image=”1810″ img_size=”full”][vc_column_text]It will show the same “Report Input” as the “Categories” section. Just repeat the same process as we did at the “Categories” section. It will give you a pie chart of the employees summary report.[/vc_column_text][vc_single_image image=”1811″ img_size=”full”][vc_column_text]ITEMS
Click on the “Items” section.[/vc_column_text][vc_single_image image=”1812″ img_size=”full”][vc_column_text]It will show the same “Report Input” as the “Categories” section. Just repeat the same process as we did at the “Categories” section. It will give you a result of the items summary report.[/vc_column_text][vc_single_image image=”1813″ img_size=”full”][vc_column_text]PAYMENTS
Click on the “Payments” section.[/vc_column_text][vc_single_image image=”1816″ img_size=”full”][vc_column_text]It will show the same “Report Input” as the “Categories” section. Just repeat the same process as we did at the “Categories” section. It will give you a pie chart of the payment summary report.[/vc_column_text][vc_single_image image=”1815″ img_size=”full”][vc_column_text]SALE
Click on the “Sale” section.[/vc_column_text][vc_single_image image=”1818″ img_size=”full”][vc_column_text]It will show the same “Report Input” as the “Categories” section. Just repeat the same process as we did at the “Categories” section. It will give you a result of the sales summary report.[/vc_column_text][vc_single_image image=”1819″ img_size=”full”][vc_column_text]SUPPLIER
Click on the “Supplier” section.[/vc_column_text][vc_single_image image=”1822″ img_size=”full”][vc_column_text]It will show the same “Report Input” as the “Categories” section. Just repeat the same process as we did at the “Categories” section. It will give you a result of the supplier summary report.[/vc_column_text][vc_single_image image=”1826″ img_size=”full”][vc_column_text]TAXES
Click on the “Taxes” section.[/vc_column_text][vc_single_image image=”1829″ img_size=”full”][vc_column_text]It will show the same “Report Input” as the “Categories” section. Just repeat the same process as we did at the “Categories” section. It will give you a pie chart of the taxes summary report.[/vc_column_text][vc_single_image image=”1823″ img_size=”full”][vc_column_text]3. Under the SUMMARY REPORTS TAB, You can view Summary Reports.[/vc_column_text][vc_single_image image=”1714″ img_size=”full”][vc_column_text]
SUMMARY REPORTS
[/vc_column_text][vc_column_text]The process on the summary reports are the same as in the graphical reports. The screenshots below are the output of each process.[/vc_column_text][vc_column_text]This is the output of the categories section.[/vc_column_text][vc_single_image image=”1830″ img_size=”full”][vc_column_text]This is the output of the customer section.[/vc_column_text][vc_single_image image=”1831″ img_size=”full”][vc_column_text]This is the output of the discounts section.[/vc_column_text][vc_single_image image=”1832″ img_size=”full”][vc_column_text]This is the output of the employees section.[/vc_column_text][vc_single_image image=”1833″ img_size=”full”][vc_column_text]This is the output of the items section.[/vc_column_text][vc_single_image image=”1834″ img_size=”full”][vc_column_text]This is the output of the payments section.[/vc_column_text][vc_single_image image=”1835″ img_size=”full”][vc_column_text]This is the output of the sale section.[/vc_column_text][vc_single_image image=”1836″ img_size=”full”][vc_column_text]This is the output of the suppliers section.[/vc_column_text][vc_single_image image=”1826″ img_size=”full”][vc_column_text]This is the output of the taxes section.[/vc_column_text][vc_single_image image=”1837″ img_size=”full”][vc_column_text]4. Under the DETAILED REPORTS TAB, You can view detailed reports of your transactions, sales, inventory and items.[/vc_column_text][vc_single_image image=”1724″ img_size=”full”][vc_column_text]
DETAILED REPORTS
[/vc_column_text][vc_column_text]The Process for this is also the same as in the graphical reports. The screenshots below are the output of each process.[/vc_column_text][vc_column_text]This is the output of the sale section.[/vc_column_text][vc_single_image image=”1838″ img_size=”full”][vc_column_text]This is the output of the receiving section.[/vc_column_text][vc_single_image image=”1839″ img_size=”full”][vc_column_text]This is the output of the customers section.[/vc_column_text][vc_single_image image=”1840″ img_size=”full”][vc_column_text]This is the output of the discounts section.[/vc_column_text][vc_single_image image=”1841″ img_size=”full”][vc_column_text]This is the output of the employees section.[/vc_column_text][vc_single_image image=”1842″ img_size=”full”][vc_column_text]5. Under the INVENTORY REPORTS TAB:
a. Low Inventory – View which items have low quantity in the inventory.
b. Inventory Summary – View the summary of inventory transactions.
c. Inventory Expiry:
i. Displays all items that are about to expire .
ii. The system will get all the items that will expire within the number of months that is set in Store Config. The “Notify before expiry” setting is found on Store Config > Expiry Notification.
iii. You need to manually check the item if it is still available in your stock then you can toggle that Status to OK.
iv. Expiring items that has the status “OK” will stay on the table until 1 month after the expiry date. This will keep the inventory Expiry clean and gives the user an option to toggle the status back to “PENDING” id he/she made a mistake.[/vc_column_text][vc_single_image image=”1729″ img_size=”full”][vc_column_text]
INVENTORY REPORTS
[/vc_column_text][vc_column_text]The Process for this is also the same as in the graphical reports. The screenshots below are the output of each process.[/vc_column_text][vc_column_text]This is the output of the Low Inventory section.[/vc_column_text][vc_single_image image=”1844″ img_size=”full”][vc_column_text]This is the output of the Inventory Summary section[/vc_column_text][vc_single_image image=”1845″ img_size=”full”][vc_column_text]This is the output of the Inventory Expiry section.[/vc_column_text][vc_single_image image=”1846″ img_size=”full”][/vc_column][/vc_row]