Settlement Report

Generate Report - Sales by Sales Representative

The Settlement Report helps businesses track sales and settlement details for their transactions. This report is particularly useful for reconciling payments, identifying discrepancies, and reviewing overall sales activity for a specific date or range, enabling improved financial oversight and operational efficiency.

This guide ensures you can easily generate and utilize the Settlement Report in a step-by-step manner.

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 Sales is selected as the category.
Report: Choose Settlement Report from the report options.
Report Description: This report provides a date-wise breakdown of sales data, incorporating details about the customer responsible for the sale, the payment method used, payment type, and the total sales amount generated.

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.

4. 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.

5. Export or Print the Report

Adjust visible columns if needed by clicking the Columns button. Customize the displayed columns to focus on specific metrics. Available column options include:
ID
Date
Customer ID
Customer Name
Customer Company
Type
Sale ID
Paid By (Cash or Credit Car)
Amount
Choose one of the following options for further analysis:
Export: Download the report in Excel format.
Print: Print the report directly from the system.