Sales Report in the POS

 What is the Sales Report ?
A: The Sales Report provides a detailed summary of all sales activities over a specified date range. It includes key metrics like order numbers, payment details, and total amounts, helping businesses analyze their performance.

 How do I access the Sales Report ?

1. Log in to the POS system.
2. Navigate to the Reports section.
3. Select Sales Report and choose the desired date range and filters.
   

 What do the captions in the Sales Report mean ?
Here’s a breakdown of the captions and their explanations:

• Order No: A unique identifier assigned to each order.
  Use Case: Helps track individual orders for analysis or auditing.

• Receipt No: The number printed on the customer’s receipt.
  Use Case: Useful for cross-referencing and resolving disputes.

• Price Total: The total price of items before applying taxes or discounts.
  Use Case: Evaluates the raw revenue generated from item sales.

• Tax Total: The total amount of tax applied to the order.
  Use Case: Provides clarity on tax liabilities and compliance.

• Discount: The total discount given on the order.
  Use Case: Tracks the impact of promotions or special offers on revenue.

• Others: Miscellaneous charges or fees applied to the order.
  Use Case: Includes any additional costs such as service charges.

• Tip: The total tips received for the order.
  Use Case: Useful for calculating employee gratuity and performance.

• Final Total: The grand total after taxes, discounts, and other charges.
  Use Case: Reflects the amount owed by the customer.

• Payment: The payment amount received from the customer.
  Use Case: Tracks incoming cash flow and ensures payment reconciliation.

• Amount Due: Any balance remaining on the order.
  Use Case: Highlights unpaid orders for follow-up.

 Can I customize the Sales Report ?
A: Yes, You can add or remove the captions as per your requirement as shown in the below video.



 What is the use case of the Sales Report ?

• Monitor daily, weekly, or monthly sales performance.
• Identify trends in revenue, discounts, or taxes.
• Analyze payment methods to optimize transaction processes.
• Audit settled, unsettled, or voided orders for financial accuracy.