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A sales analysis report shows the trends that occur in a company's sales volume over time. A record of calls made and products sold during a particular time frame kept by a sales person , outlet manager or management. For example, a sales volume observed per item or group of items.

In its most basic form, a sales analysis report shows whether sales are increasing or declining. At any time during the fiscal year, sales managers may analyze the trends in the report to determine the best course of action. Managers often use sales analysis reports to identify market opportunities and areas where they could increase volume. For instance, sales trends during periods and revenue reports. This data can help direct the company to establish market trends and demands. 

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titleSR-01 Daily Sales Report With Cash Flow Analysis

This report allow user/Manager to monitor daily/weekly/monthly/yearly Net Sales and Collection generated by Branch

  • Select Branch
  • Select Date Range 
  • Select Customer Type from the drop down list → deselect will generate ALL types
  • Select Details → Company Name or Contact Person and Company Name
  • Tick Display Columns → if needed

  • Tick Options → Show Receipt with 0 amount
  • Click Generate Report
  • Click Printable Page → to print current columns or tables
  • Click Printable Page without Salesman → to print current columns or tables without salesman column
  • Click Printable Page with Branch Running Number → to print current columns or tables with Branch Running Number

  • Click Printable Page with Customer Invoice Listing → to print without Payment Method, Terms, Trade In, Disc, Tax and User

  • Click Printabe Page with Signature → to print current columns or table with signature

  • Click Printable Page with Vehicle → to print current columns or table with vehicle information

NOTES:

Terms = Invoice Amount - Sum of Receipt (RCT) / Cedit Memo (CM)   
  • This Column will ONLY shown current transaction amount instead of the entire transaction amount. 

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titleSR-03 Daily Sales Report with Inventory Category Grouping

What is the advantage of using this report?Advantages of SR-03:

  • To calculate salesman commission manually (if applicable).
  • Allow user to generate/monitor sales report by "Category Grouping" in the inventory features.
  • Ease of decision making for marketing strategy, increase sale performance by: re-grouping inventory category by sale performance. 

  • Click Printable Page → to print current table or column
  • Click Export to CSV → to export current table or columcolumn
Tips:
Description







NoDateDayTotal Sales Amt (A)Total Discount (B)Total Return Amt (C)Total Net Sales Exclude Tax (D)Total Tax Amt (E)Total Net Sales Include Tax (F)
Line NoDateDaySale Amount of the selected dateDiscountSale ReturnD = A - B - CE = D* 6%F = D + E


Example:







12018-03-01Friday1000.0050.00`0.00950.0057.001007.00


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titleSR-04 Sales Report by Invoice with Inventory Category Grouping
Grouping

Advantages of SR-04:

  • Provide Net Sales report by document levels (Invoice and Sales Return) with Inventory Grouping

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  • Click Printable Page → to print current table or column
  • Click Export to CSV → to export current table or column


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titleSR-05 Stock Sales Report

This report displays the In and Out of inventory quantities due to Sales or Sales Return. the balance quantity can be obtained here as at specific dates. The other information provided are :

  • Unit price = How much it is invoiced (sales price) or for Sales Return (how much is refunded or CM to customers).
  • Unit Cost (Average) = Cost / Quantity
  • Amount = Quantity x Unit price
  • Cost = Quantity x Unit Cost (Average)
  • Gross Margin = Amount - Cost
  • Margin (%) = Gross Margin / Amount x 100%


  • The new enhancement now allows user to view sets of information with an additional Branch column, by which the respective Invoices will be displayed according to the branches.

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