Summary Report Page

The page provides a high-level overview of key business metrics and performance indicators. It consolidates important data from various areas, giving businesses a quick snapshot of their financial and operational status.

Key components of the page include:

  • Sales Summary: Shows total sales revenue, number of transactions, and average order value over a selected period.
  • Purchases Overview: Displays total purchases made, number of purchase orders, and total spending on suppliers.
  • Profit and Loss Summary: Provides a quick view of net profit by comparing total sales and expenses, helping businesses track profitability.
  • Tax Summary: Lists the total tax collected and paid, broken down by tax types (e.g., VAT, sales tax) for accurate financial reporting.
  • Expenses Overview: Displays the total expenses incurred.
  • Other reports.
Best Seller

The page is designed to showcase the top-performing products in terms of sales. It helps businesses identify their most popular items, enabling them to make informed decisions about inventory management, marketing, and product promotion.

 

Key components of the page include:

  • Products chart: Displays a ranked chart of the products with the highest sales volume or revenue over a specified period, including details such as product name and units sold.
  • Filter by Warehouse: Allows users to filter the best-selling products by warehouse to track performance trends over time.
  • Search and Filter: Search for specific products or filter the list by category, location, or other criteria to view best sellers across different segments.
Daily Sale

The page provides an overview and analysis of a business's sales activity within a specific month. It allows businesses to track total sales, analyze sales trends, and monitor transactions over time.

 

Key components of the page include:

  • Sales Summary: Displays the total revenue gained on sales during each date during the selected month, with a breakdown by warehouse.
  • Sales List: Lists all sales transactions for the day, including total revenue for each transaction.
  • Filter: Filter for specific sales by warehouse.
Monthly Sale

The page provides an overview and analysis of a business's sales activity within a specific month. It allows businesses to track total sales, analyze sales trends, and monitor transactions over time.

 

Key components of the page include:

  • Sales Summary: Displays the total revenue gained on sales during each month, with a breakdown by warehouse.
  • Sales List: Lists all sales transactions for the month, including total revenue for each transaction.
  • Filter: Filter for specific sales by warehouse.
Sale Report

The page provides a comprehensive overview of a business’s sales activities over a specified period. It allows businesses to track, analyze, and manage sales performance, helping to ensure better decision-making and revenue tracking.

 

Key components of the page include:

  • Sales Summary: Displays a high-level summary of total sales, including revenue, total orders.
  • Search and Filter: Allows users to search for specific sales by product name or filter by warehouse and date.
  • Export Data: Export sales data for reporting, analysis, or accounting purposes.
Sale Report Chart

The page provides a visual representation of sales performance over a selected period. It offers graphical insights into sales trends, helping businesses quickly assess their sales data and identify patterns, peaks, and areas for improvement.

 

Key components of the page include:

  • Sales Summary: Displays a high-level summary of total sales, including revenue, total orders.
  • Search and Filter: Allows users to search for specific sales by product name or filter by warehouse and date.
  • Export Data: Export sales data for reporting, analysis, or accounting purposes.
Daily Sale Objective Report

The page is designed to track the daily sales performance of a business against set sales objectives or targets. It provides insights into how well sales goals are being met on a day-to-day basis.

 

Key components of the page include:

  • Sales Objective Summary: Displays the daily sales target and compares it with actual sales achieved, showing progress towards the goal.
  • Search and Filter: Allows users to filter daily sales by product, date to analyze specific trends or performance factors.
  • Export Data: Export daily sales objective reports for further analysis or to track performance over time.
Daily Purchase

The page allows businesses to track total purchases, analyze spending trends, and monitor supplier transactions over time.

 

Key components of the page include:

  • Purchase Summary: Displays the total amount spent on purchases during each date during the selected month, with a breakdown by warehouse.
  • Purchase List: Lists all purchase transactions for the day, including the date, supplier name, product details, quantities, and total cost for each transaction.
  • Filter: Filter for specific purchases by warehouse.
Monthly Purchase

The page provides an overview and analysis of a business's purchasing activity within a specific month. It allows businesses to track total purchases, analyze spending trends, and monitor supplier transactions over time.

 

Key components of the page include:

  • Purchase Summary: Displays the total amount spent on purchases during each month, with a breakdown by warehouse.
  • Purchase List: Lists all purchase transactions for the month, including the date, supplier name, product details, quantities, and total cost for each transaction.
  • Filter: Filter for specific purchases by warehouse.
Payment Report

The page provides a detailed overview of all payment transactions made within the system. It allows businesses to track incoming and outgoing payments, ensuring proper financial management and reporting.

 

Key components of the page include:

  • Payment Summary: Displays a high-level overview of total payments received and made, categorized by payment type (e.g., cash, credit card, bank transfer).
  • Payment List: Shows all payment transactions with details such as payment date, invoice reference, payment amount, and payment method.
  • Search and Filter: Allows users to search for specific payments by reference number, or filter payments by date range.
  • Export Data: Export payment records for accounting purposes, reconciliation, or detailed financial analysis.
Purchase Report

The page provides a detailed overview of all purchasing activities, allowing businesses to track their expenses and monitor warehouse transactions. It offers a comprehensive breakdown of purchases by warehouse.

 

Key components of the page include:

  • Detailed Purchase List: Shows all purchases made, including product details, quantities, order amount, available stock.
  • Filter and Search: Filter purchase records by supplier, date range, product, or purchase amount, or search for specific orders.
  • Export Data: Export purchase report data for further analysis, reporting, or financial tracking.
Customer Report

The page provides insights into the performance and activity of the selected customer. It helps businesses analyze sales trends, purchasing behaviors, return and quotations for each customer.

 

Key components of the page include:

  • Sales Performance: Breaks down sales data by customer, showing how each revenue each generate, helping identify high-performing or underperforming customers.
  • Purchase Behavior: Analyzes purchasing trends for each customer, such as purchase frequency, product preferences, and seasonal buying patterns.
  • Filter and Search: Filter reports by customer, date range, or search for particular transaction.
  • Export Data: Export customer group data for further analysis, reporting, or strategic decision-making.
Sale Report Chart

The page provides a visual representation of sales performance over a selected period. It offers graphical insights into sales trends, helping businesses quickly assess their sales data and identify patterns, peaks, and areas for improvement.

 

Key components of the page include:

  • Sales Summary: Displays a high-level summary of total sales, including revenue, total orders.
  • Search and Filter: Allows users to search for specific sales by product name or filter by warehouse and date.
  • Export Data: Export sales data for reporting, analysis, or accounting purposes.
Sale Report Chart

The page provides a visual representation of sales performance over a selected period. It offers graphical insights into sales trends, helping businesses quickly assess their sales data and identify patterns, peaks, and areas for improvement.

 

Key components of the page include:

  • Sales Summary: Displays a high-level summary of total sales, including revenue, total orders.
  • Search and Filter: Allows users to search for specific sales by product name or filter by warehouse and date.
  • Export Data: Export sales data for reporting, analysis, or accounting purposes.
Sale Report Chart

The page provides a visual representation of sales performance over a selected period. It offers graphical insights into sales trends, helping businesses quickly assess their sales data and identify patterns, peaks, and areas for improvement.

 

Key components of the page include:

  • Sales Summary: Displays a high-level summary of total sales, including revenue, total orders.
  • Search and Filter: Allows users to search for specific sales by product name or filter by warehouse and date.
  • Export Data: Export sales data for reporting, analysis, or accounting purposes.
Sale Report Chart

The page provides a visual representation of sales performance over a selected period. It offers graphical insights into sales trends, helping businesses quickly assess their sales data and identify patterns, peaks, and areas for improvement.

 

Key components of the page include:

  • Sales Summary: Displays a high-level summary of total sales, including revenue, total orders.
  • Search and Filter: Allows users to search for specific sales by product name or filter by warehouse and date.
  • Export Data: Export sales data for reporting, analysis, or accounting purposes.
Sale Report Chart

The page provides a visual representation of sales performance over a selected period. It offers graphical insights into sales trends, helping businesses quickly assess their sales data and identify patterns, peaks, and areas for improvement.

 

Key components of the page include:

  • Sales Summary: Displays a high-level summary of total sales, including revenue, total orders.
  • Search and Filter: Allows users to search for specific sales by product name or filter by warehouse and date.
  • Export Data: Export sales data for reporting, analysis, or accounting purposes.
Sale Report Chart

The page provides a visual representation of sales performance over a selected period. It offers graphical insights into sales trends, helping businesses quickly assess their sales data and identify patterns, peaks, and areas for improvement.

 

Key components of the page include:

  • Sales Summary: Displays a high-level summary of total sales, including revenue, total orders.
  • Search and Filter: Allows users to search for specific sales by product name or filter by warehouse and date.
  • Export Data: Export sales data for reporting, analysis, or accounting purposes.
Sale Report Chart

The page provides a visual representation of sales performance over a selected period. It offers graphical insights into sales trends, helping businesses quickly assess their sales data and identify patterns, peaks, and areas for improvement.

 

Key components of the page include:

  • Sales Summary: Displays a high-level summary of total sales, including revenue, total orders.
  • Search and Filter: Allows users to search for specific sales by product name or filter by warehouse and date.
  • Export Data: Export sales data for reporting, analysis, or accounting purposes.
Sale Report Chart

The page provides a visual representation of sales performance over a selected period. It offers graphical insights into sales trends, helping businesses quickly assess their sales data and identify patterns, peaks, and areas for improvement.

 

Key components of the page include:

  • Sales Summary: Displays a high-level summary of total sales, including revenue, total orders.
  • Search and Filter: Allows users to search for specific sales by product name or filter by warehouse and date.
  • Export Data: Export sales data for reporting, analysis, or accounting purposes.