📊 Reports
The Reports section helps you monitor key activities in your business — from sales performance and stock alerts to purchase records and cash register tracking. It’s all about giving you real-time insights so you can make smarter business decisions.
🧾 1. Sales Reports
This report shows you detailed analytics of all your sales transactions over a selected date range.
🔍 Filters:
Date Range – Select custom or predefined durations (e.g., Today, This Week, Last Month)
Customer – View sales by specific customer
Payment Method – Filter sales by cash, card, bank, etc.
User/Staff – Track who processed the sale
Warehouse – See which warehouse handled the stock
📌 Displayed Data:
Total number of invoices
Total items sold
Total tax collected
Discount summary
Grand total amount
Profit margin
Sale returns (if any)
Export Options: You can export sales data in CSV, XLSX, HTML, or XML formats.
📦 2. Purchase Reports
Provides detailed information about all supplier-related purchases, including incoming stock.
🔍 Filters:
Date Range
Supplier
Warehouse
Purchase Status – Received, Pending, Ordered
📌 Displayed Data:
Invoice numbers
Product details and quantities
Purchase costs
Tax and discounts applied
Purchase returns
Payment status
Helps track inventory acquisition and supplier performance.
⚠️ 3. Stock Alerts
This report flags items that are at or below the minimum stock threshold, as defined in your POS setup.
No filters here — it’s a quick snapshot.
📌 What it shows:
Product name
Current stock quantity
Alert threshold
Warehouse location
🛒 Why it’s useful: Lets you restock before running out — critical for fast-moving items.
💵 4. Cash Registers
This report tracks daily cash register activity, helpful for end-of-day closing and audits.
🔍 Filters:
Date Range
Cashier/User
Register ID
📌 Displayed Data:
Opening balance
Sales and refunds
Expenses handled from register
Payment breakdowns (Cash, Card, etc.)
Closing balance
Register notes (if any)
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