Sales By

Generate Report - Sales by Category Product and Discount Report:

To generate Sales Report by Category, by Product and by discount, follow these steps:

Access the Report Section:
Navigate to the Reports section of your dashboard.
Select Generate Report from the list of available reports.
Select Category:
At the top of the page, locate Category dropdown.
Choose Sales from the list to access sales-related reports.
Select Report:

Sales by Category Report:

In the Report field, choose Sales by Category Report from the dropdown.
Report Description: This Report categorizes your sales data by product category and provides insights into quantities sold, total revenue, expenses, and profit margins for each category.
Report Fields
Category ID
Category Name
Quantity
Total Cost
Total Price
Profit
Margin

Sales by Product Report:

In the Report field, choose Sales by Product Report from the dropdown.
Report Description: This report showcases daily sales, profit margins, costs, and tax data organized by date.
Category Selection: To filter the report by a specific product category, click the Category dropdown and select the desired category. This will display data for only the selected category within the Sales by Product report.
Report Fields:
Product ID
Product Name
Product Description
Category ID
Category Name
Margin
Quantity
Total Cost
Total Price
Profit

Sales by Discount Report:

In the Report field, choose Sales by Discount Report from the dropdown.
Report Description: This report gives an overview of products that were sold on discount. It does not include discounts by order or manual price change discounts.
Report Fields
Category ID
Product Name
Product Description
Quantity
Profit
Total Cost
Total Price
Total Discount
Margin
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.
Generate the Report:
Once all selections are made, click the Submit button. The system will generate the selected report based on your specified criteria.
Export or Print:
After generating the report, adjust columns if needed.
Print the report directly or export it in Excel format for easy analysis.

These reports provide a detailed breakdown of sales by category, product, and discount, helping you monitor performance, revenue, and profitability across different aspects of your inventory and promotional activities.