Advanced Sales Reports

This module adds a Sales advanced reporting menu with six wizard-driven reports for the sales team and management. Each wizard collects filters such as dates, customers, products, categories, companies and status, then prints a PDF or downloads an XLSX file. It plugs into the Sales and Invoicing apps and reads confirmed sales and invoice data. The benefit is ready management reports that would otherwise need custom queries or spreadsheets.

1. 1

   General sales report

   In the Sales report menu the user sets start date, end date, report type, customers, products and companies. Pressing PDF Report prints the report and XLSX Report downloads it in Excel. If nothing matches, the wizard shows a No data available for printing error.

   • Dates, customers, products, companies
   • Type selector
   • PDF and XLSX buttons
2. 2

   Invoice analysis report

   The Invoice Analysis wizard filters by date range, customers, companies and invoice status. It prints the invoices in a summarised layout. It is used to check billing against sales.

   • Date range
   • Customers and companies
   • Invoice status radio
3. 3

   Sales by product category

   The Sales Category report takes date range, product categories and companies. It groups sales under each selected category. Managers use it to see which product families sell best.

   • Category tags
   • Date range
   • Companies
4. 4

   Product sales indent

   The Product Sales Indent wizard filters by customers, categories, status, dates and companies. It prints the quantities sold per product for planning and supply. Both PDF and XLSX are available.

   • Customers and categories
   • Status radio
   • Quantities per product
5. 5

   Sales analysis report

   The Sales Analysis wizard adds a status selector and a print type choice on top of dates, customers and products. It produces an analytical view of the sales orders. The Excel version supports further filtering.

   • Status and print type
   • Customers and products
   • PDF and Excel
6. 6

   Hourly sales report

   The Hourly Sales Report asks for a single date, an invoice status and an amount type. It shows how sales are spread across the hours of that day. Shop managers use it to plan staffing.

   • Single date required
   • Invoice status
   • Amount type radio

Back to version applications