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Inventory Summary Report

Generate Report - Inventory Summary Report

The Inventory Summary Report provides a comprehensive overview of product sales and purchases within a specified time period. This report includes the total quantity of products sold, their prices, the total quantity of products purchased, and the associated costs.

Below is a step-by-step guide on how to generate and understand this report.

1. Access the Report Section

  • Navigate to the Reports section of your dashboard.
  • Select Generate Report from the list of available reports.

2. Define the Report Parameters:

  • Category: Ensure that Products is selected as the category.
  • Report: Choose Inventory Summary Report from the report options.
  • Report Description: This report presents an overview of product sales and purchases, encompassing the total quantity of products sold, the corresponding prices, as well as the total quantity of products purchased and the associated costs.

3. Set Date and Time Range

  • In the Start Date and End Date fields, specify the date range for the report.
  • Optionally, set specific times using the Start Time and End Time fields.
  • You may also use present options such as Today, Yesterday, This Week, Last Week, This Month, Last Month,
    This Year, or Last Year for convenience.
  • For a complete dataset, click All.

4. Filter by Product (Optional)

  • Product Search Field: In the Product search bar, enter the product code or name. Alternatively, scan the product barcode for quick input.
  • Magnifying Glass Icon: This is for advanced product search, where you can enter the product name, description, or barcode for a more refined search.
  • Plus Sign (Green Button): Click this button to add new products that are not yet incorporated into the POS system.
  • Lookup Option: Use this option to lookup products based on categories.

5. Filter by Category (Optional):

  • Use the Category dropdown field to further narrow down product sales history by specific product categories.

6. Generate the Report

  • After completing all selections, click the Submit button.
  • The system will process your request and display the report data based on your selected criteria.

Report Content

Once the report is generated, you will see the following sections: - ##### Sales Section - Total Quantity: Displays the total number of units sold within the selected period. - Total Price: Shows the total revenue generated from sales.

  • Purchases Section
  • Total Quantity: Displays the total number of units purchased within the selected period.

  • Total Cost: Shows the total expense incurred for the purchased items.

  • Export and Print Options:
  • Use the Export button to download the report in Excel format.
  • Click the Print button for a hard copy of the report.
  • Adjust visible columns to tailor the report display using the Columns button.