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Report CodeReport NameDescription
MISC-

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01 Multi Branch Daily Sales,

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Purchases And Collection Report
  • Users such as higher level management may find this report very useful. At one glance, users will be able to see the sales, gross profit, GRN, trade-in, purchases from suppliers and collection from customers by filtering by item type. It is somewhat a brief bird's-eye view of the management of the business on a daily basis.

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The new enhancement:

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  • Sales Before Tax
  • Sales Return Before Tax
  • Net Sales Before Tax

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  • Sales Tax
  • Sales Return Tax
  • Net Sales Tax

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  • Break the current GRN column to:
    • GRN
    • Purchase Return
    • Net Purchase
  • Break the current GRN Tax column to:
    • GRN Tax
    • Purchase Return Tax
    • Net Purchase Tax

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MISC-02 Total Cash Collection For Delivered Invoices Report
  • VAT Report summarizes all the tax charged for every Invoice or Sales Return made in the selected branches and month. To set the default tax rate and branches, please refer to Configure Tax Settings and then proceed to Add Items to set tax rate for individual item codes.
MISC-03 Invoices By Delivery Status Report
  • This Report will show the which Invoice Number that related to delivery trips base on the State.
MISC-04 Hourly Sales Text File Report
  • This report allows user to generate the Sales report on hourly basis and the report will be generated in Text file format. 
MISC-05Item Price Change Report
  • This report enables user to generate report for the items with price edited/ changed based on the selected date range. 
MISC-06 GST / WHT On Card Charges Report
  • This report displays the GST and WTH tax that is imposed on the credit card charges. 
MISC-07 GST Details On Cash Collected Basis Report
  • This report displays the Document and the Settlement Document (Cash collected) with the relevant tax codes. 
MISC-08 Controlled Drug Sales Report 
  • Focused for pharmaceutical industry (drug/medicine). This report displays the documents related (INV, SR, GRN, PR) for each item codes. 
MISC-09 Daily Sales Order Invoice and Collection Report 
  • This report displays the total amount for each salesman based on SO and INV.
MISC-10 Multi Branch Daily, Monthly and Quarter Yearly Sales, Purchases and Collection Report
  • This report allows user to view the Sales and Collection as well as the Purchase and Payment. This report displays the GP as well.
MISC-11 Purchasing and Delivery Management Report
  • This report is very useful for management to compare on the Sales Order Outstanding, Purchase Order Outstanding and Stock availability which can be filter by Sales Order and Delivery Date
MISC-12 Multi Branch Daily, Monthly and Quarter Yearly Sales VS Target
  • This report allows user to set the Sales Target by Month and allows user to generate the report to check the Variance of Targeted Sales and Actual Sales. 


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titleMISC-01 Multi Branch Daily Sales, Purchase and Collection Report

Users such as higher level management may find this report very useful. At one glance, users will be able to see the sales, gross profit, GRN, trade-in, purchases from suppliers and collection from customers by filtering by item type. It is somewhat a brief bird's-eye view of the management of the business on a daily basis.

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  • Select Date Range 
  • Select Branch
  • Select Customer Type → deselect all will generate ALL customer type
  • Select Item Type → deselect all will generate ALL item type
  • Key in Specific GL Code to be excluded from the report → optional

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  • Select Calculate Base On → base on Inventory (Permission)
  • Tick the Display Columns → for more columns or tables

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  • Click Printable Page → to print current columns or tables
  • Click Export Excel or CSV → to export current columns or tables


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titleMISC-02 Total Cash Collection for Delivered Invoices Report

VAT Report summarizes all the tax charged for every Invoice or Sales Return made in the selected branches and month. To set the default tax rate and branches, please refer to Configure Tax Settings and then proceed to Add Items to set tax rate for individual item codes.

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titleMISC-03 Invoices by Delivery Status Report

This Report will show the which Invoice Number that related to delivery trips base on the State.

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  • Key in specific Customer PKID or Select Customer for search function → leave 0 will generate ALL customer
  • Enter the Date Range and Sort by → Dispatch Date or Invoice Date
  • Select State
  • Click 'Generate Report
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  • Now'

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Notes:

  • The Reference No on the List is referring to the 3rd Party Consignment Note which has been scan into delivery pool


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titleMISC-04 Hourly Sales Text File Report


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titleMISC-09 Daily Sales Order Invoice and Collection Report


SO Outstanding > refers to outstanding value of product that has not been delivered

Captured Sales > Sales Order + Cash Sales + New Invoice


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titleMISC-10 Multi Branch Daily, Monthly, Quarter Yearly Sales, Purchase and Collection Report

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  • Please select on the Date Range → Day, Month or Quarter
  • Filter by Branch
    • Filter by Customer Category and

    Menu Path: Reports > Manager Report > MISC 10

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    • Select Date Range 
    • Select Branch
    • Select Customer Category → deselect all will generate ALL customer type
    • Select Customer Type → deselect all will generate ALL customer type
    Filter by Item Type → Deselect
    • Select Item Type → deselect all will generate ALL item type
    • Select Calculate Base On → base on Inventory (Permission)
    • Tick the Display Columns
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    •  → for more columns or tables

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    • Click Printable Page → to print current columns
    • Click Export Excel xls File → to export current columns to excel file
    • Click Export CSV → to export current columns to csv file
    Notes:
    • Checkbox for Breakdown of Sales Figure
      If user tick this option, the system will:
      • Break the current Sales Before Tax column to:
        • Sales Before Tax
        • Sales Return Before Tax
        • Net Sales Before Tax
      • Break the current Sales Tax column to:
        • Sales Tax
        • Sales Return Tax
        • Net Sales Tax
      • Break the current Sales After Tax column to:
        • Sales After Tax
        • Sales Return After Tax
        • Net Sales After Tax

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    • Checkbox for Breakdown of Purchase Figure
      If user tick this option, the system will:
      • Break the current GRN column to:
        • GRN
        • Purchase Return
        • Net Purchase
      • Break the current GRN Before Tax column to:
        • GRN Tax
        • Purchase Return Tax
        • Net Purchase Tax
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      • Break the current GRN Tax column to:
        • Trade In
        • Payment
        • Collection

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    titleMISC-11 Purchasing and Delivery Management Report

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    Image RemovedMenu Path: Reports > Manager Report > MISC 11


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    This report is very useful for management to compare on the Sales Order Outstanding, Purchase Order Outstanding and Stock availability which can be filter by Sales Order and Delivery Date

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    • Select the Branch
    • Key in the Customer Code or click Select for search function
    • Select and Tick on the checkbox for either Sales Order Date or Delivery Date → if needed
    • Key in specific Item Code or click Item Code Fuzzy Search → tick allow search for desctiption if want to search by any description
    • Key in Item Code Range → if want to filter by range
    • Select Item Categories → if want to filter by category
    • Select Item Status → All, active, inactive and deleted
    • Select Item Type → deselect will generate all
    • Select filter by Outstanding Quantity → All, zero, outstanding
    • Select Order Status 
    • Tick Options → to show Quantity Available add PO Outstanding QUantity

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    • Click on the Generate Report Now

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    • The last columns of the report displays the computation for Availability Qty and Qty Shortage. 


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    titleMISC-12 Multi Branch Daily, Monthly and Quarter Yearly Sales VS Target


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    • Select Date Range → Daily, Monthly etc
    • Select Branch → refer to Manager Reports (Perrmission)
    • Select Customer Category and Customer Type→ if any
    • Select Item Type → deselect all will generate ALL TYPE
    • Click Generate Report Now

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    • Click Printable Page → to print current columns
    • Click Export Excel or CSV → to export current columns

    NOTES:

    • Make sure the SALES TARGET is being SET before under Sales Target or click the "Monthly Sales Target" on the right corner of MISC-12 Report Page

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