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Product Sale History

Generate Report - Product Sale History

The Product Sale History Report provides a detailed overview of your product sales, including product details, transaction dates, quantities sold, prices, and customer information. It is a valuable tool for businesses to track sales performance and customer activity over specific periods.

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 Product Sale History from the report options.
  • Report Description: This report provides a comprehensive overview of your product sales history, including product details, quantities sold, prices, transaction dates, and customer information.

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. Select the Customer:

  • Magnifying Glass Icon: Allows advanced search for customers by name, company, phone & email address or address.
  • Green Plus (+) Button: Add new customers to the system who are not yet included.

5. Select the Product

  • 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.

6. Category Dropdown:

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

7. 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

The Product Sale History report will include: - Date - Customer Name - Customer Company - Description - Category - Quantity - Unit Price - Total

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.

This Product Sale History Report helps businesses stay informed about their sales performance while simplifying decision making through actionable insights.