Track Sales, Inventory & GST with Retail POS Reports

Jaldi Product

Effective reports available in retail POS

Business rules

  • Reports columns arrangements are fully customised.
  • User can rearrange the columns and resize the columns.
  • User can hide and un-hide the reports columns based on requirements.
  • Also user can include new columns and set the formula for that column value using the predefined function field.
  • Also users can set auto mail triggers for all reports and also user can send manual reports mail directly from the POS application.
  • Reports will have multiple filter option for user to filter the reports.
  • Also user can sort and group the report values.
  • Also user can filter search the value in report columns (equal to, not equal to, greater than, less than, consist of, start with, end with, etc).
  • User can export reports in excel, csv and in pdf formats.
  • Also user can take reports print from the reports screen.

Master reports

  • Product List
  • Item Wise – EANCODE
  • Price List Summary
  • Category Item Price List
  • Customer List
  • Price Level With Customer List
  • Price Level Item Wise Report
  • Mark Up/Mark Down Report
  • Supplier List
  • Supplier Item List
  • Manufacturer List
  • Item Conversion List
  • Parent – Child Items
  • Bulk – Repackage Items
  • Category Wise Price Level Report
  • Kit/Assembly – Ingredients Details
  • Item wise Conversion Rate
  • Item Conversion wise Sales Rate reports

Sales reports

Sales analysis reports

  • Sales Reports – Bill Wise
  • Sales Reports – Item Wise
  • Sales – Month wise Summary
  • Sales – Date wise Summary
  • Manufacturer Summary
  • Manufacturer – Product Detailed
  • Sales – Bill wise detailed
  • Salesman wise Commission
  • Sales – Cancelled Bill Detailed
  • Sales – Cancelled Bill Wise Item detailed
  • Sales – Counter wise Summary
  • Sales – Date wise counter Summary
  • Sales – Customer wise Summary
  • Sales – Area wise Summary
  • Sales – User wise Summary
  • Sales – Salesman wise Bill detailed
  • Sales – Regular Customer Detail
  • Sales – Non Regular Customer Detail
  • Sales – Detailed Customer wise Product wise Sales
  • Sales – Detailed Product wise Customer wise Sales
  • Sales – Month wise Items Summary
  • Sales – date wise Item Summary
  • Sales – Detailed Area wise Sales
  • Sales – Items wise Summary
  • Sales – Bill wise Item Detailed
  • Sales – Month wise Category Summary
  • Sales – date wise category Summary
  • Sales – Category wise Summary
  • Sales – Category wise Contribution Reports
  • Sales – Salesman wise Item Detailed
  • Combo Pack Sales – Summary
  • Combo Pack Sales – Detailed
  • Sales – Order type wise summary
  • Sales – Order type wise Sales
  • Sales – Order type wise detailed
  • Distributor – Sales summary
  • Customer Bill Summary
  • Sales History Summary
  • Category/Item wise Sales Detailed
  • Sales and SR Register – GST% wise
  • Distributor – Product Detailed
  • Sales Bill wise Detailed Time Based report
  • Sales – Category/Items wise summary
  • Customer Type – Customer Bill Details
  • Distributor wise Performance Report

Tender based reports

  • Sales – Credit Sales Detailed
  • Sales – Card Sales Detailed
  • Sales – Coupon Sales Detailed
  • Sales – Cheque Sales Detailed
  • Sales – Multi Currency Summary
  • Sales – Multi Currency Detailed
  • Sales – Loyalty Tender Detailed
  • Sales – User defined Tender wise Summary
  • Sales and SR Register – Tender wise
  • Sales – Category Wise Credit Sales with Tax

Sales margin reports

  • Sales – Book Margin – Month Wise
  • Sales – Book Margin – Date Wise
  • Sales – Book Margin – Item Wise
  • Sales – Book Margin – Category Wise
  • Sales – Book Margin – Category/Item Wise
  • Sales – Overall hourly Sales Summary
  • Sales – Overall Counter Wise Sales Summary
  • Sales/SR – Book Margin – Item Wise
  • Sales – Hourly Sales Summary
  • Sales – Hourly Sales Report
  • Sales – Statics – Time Wise
  • Sales – Statics – Value Wise
  • Hourly Sales – Item Wise

Sales reports

  • Sales Return – Month Wise SR Summary
  • Sales Return – Date wise SR Summary
  • Sales Return – SR NO Wise Detailed
  • Sales Return – Month Wise Item Summary
  • Sales Return – Date wise Item Summary
  • Sales Return – Item wise Detailed
  • Sales Bill Wise – Return Report
  • Sales Return – SR made in Sales Itself
  • Sales Return Against Sales Report

Sales order reports

  • Sales Order – Date Wise Summary
  • Sales Order – Order Wise Detailed
  • Sales Order – Customer Wise Summary
  • Sales Order – Order Wise Cancelled Detailed
  • Sales Order – Month Wise Item Summary
  • Sales Order – Date Wise Item Summary
  • Sales Order – Item Wise Summary
  • Sales Order – Item Wise Detailed
  • Sales Order – Bill Wise Detailed
  • Sales Order – Bill Item Wise Detailed

CRM promotion reports

  • Offer List
  • Offer – Bill/Item Wise Detailed
  • Offer – Item Wise Summary
  • Loyalty card Detailed
  • Loyalty Card Issue Details
  • Loyalty – Customer Wise Summary
  • Loyalty – Date/Bill Wise Detail
  • Loyalty – Bill Item Wise Detail
  • Loyalty – Bill Category Wise Detail
  • Gift Voucher – Creation Summary
  • Gift Voucher – Creation Detailed
  • Gift Voucher – Redeemed Summary
  • Gift Voucher – Redeemed Detailed
  • Gift Voucher – Status Summary
  • Gift Voucher – Status Detailed
  • Gift Voucher – Issue Details
  • Discount Coupon – Creation Summary
  • Discount Coupon – Creation Detailed
  • Discount Coupon – Issue Detailed
  • Discount Coupon – Redeemed Detailed

Sales tax reports

  • Sales Tax – Month Wise Summary
  • Sales tax – Date Wise Summary
  • Sales tax – Bill Wise Detailed
  • Sales tax – Item Wise Summary
  • Category Wise Purchase-Sales tax Summary
  • Sales Tax Summary
  • Sales and SR Tax Summary
  • Sales and SR Tax Summary – GST% Wise

Delivery sales reports

  • Crate – Date wise Summary
  • Crate – Customer Wise Summary
  • Bill Delivery Status Report

Day end settlement reports

  • Due Bill Collection Summary
  • Due Bill Collection Detailed
  • Due Bill Pending
  • Session Summary Report
  • Session Detail Report
  • Session Withdraw Remark details
  • Session wise Product Sales Summary
  • Sales – Payment mode Report
  • Cash Hand Over Summary
  • Payment Summary Report
  • Sales Counter wise collection Summary
  • Sales – Counter/Denomination wise Collection Summary

Online order reports

  • Online Order Status Report
  • Online Order Item Wise Sales Reports
  • Online Order Bill Wise Item Detailed Report
  • Online Order cancelled reports

Purchase reports

Purchase analysis reports

  • Purchase – Month Wise Summary
  • Purchase – Date Wise Summary
  • Purchase – Invoice Wise Detailed
  • Purchase – Invoice wise cancelled Detailed
  • Purchase – Supplier Wise summary
  • Purchase – Month Wise Item Summary
  • Purchase Date Wise – Item Summary
  • Purchase – Invoice wise item detailed
  • Purchase – MFR Wise Item Summary

Purchase return reports

  • PR – Month Wise Summary
  • PR – Date wise Summary
  • PR – Invoice Wise Detailed
  • PR – Item Wise Summary
  • PR – Date wise Item Summary
  • PR – PR wise Item Detailed

Purchase tax reports

  • Invoice Month wise Tax summary
  • Invoice Date wise Tax Summary
  • Purchase – Date wise Tax Summary
  • Purchase – Invoice/ Supplier Wise Tax Detailed
  • Purchase and Purchase return Tax Summary

Purchase order reports

  • Purchase Order – Pending
  • PO – Order wise Detailed
  • PO – Order wise item Detailed
  • Purchase Order – Order Wise cancelled detailed
  • Purchase Order VS Receipt Note VS Purchase

Central purchase reports

  • Indent Request Detailed
  • Indent Outlet wise
  • Indent Item wise detailed
  • Pending Indent Summary – Receiving End
  • Indent Summary Report – STI
  • Indent Detailed Report – STI
  • STO – Indent Summary Report
  • STO – Indent Detaile Report
  • STA – Pending Detailed – Item wise

Inventory reports

Inventory analysis reports

  • Stock Reports
  • Expiry Stock As On
  • Expiry Stock
  • Fast Moving – Category Wise Stock Summary
  • Fast/Slow Moving – Item/Supplier Stock Summary
  • Non Moving – Age Wise
  • Non Moving Stock Summary
  • Stock Age wise Summary

Current stock reports

  • Current Stock – Item Wise Summary
  • Current Stock – Item wise detailed
  • Current Stock – Item wise with tax detail
  • Current Stock – Category Wise Summary
  • Current Stock – Category wise item summary
  • Current Stock – Less then Minimum Stock
  • Current Stock – Greater than Maximum Stock
  • Current Stock – Supplier wise item Summary
  • Current Stock – Location wise Item Summary
  • Current Stock – Stock Category Wise margin
  • Item Stock detail with Age Report
  • Current Stock – Conversion wise Report

Stocks and sales reports

  • Stock Ledger – Month Wise Item Summary
  • Stock Ledger – Category Summary
  • Stock Ledger – Item Summary
  • Stock Ledger – Item Detail
  • Stock Ledger – Date wise Item Summary
  • Stock Ledger – Month wise category Summary
  • Stock Ledger – Customer/Supplier wise Summary
  • Stock Ledger – Value Wise
  • Stock Ledger – Item History
  • Stock Ledger – Item History with Conversion
  • Weighted Average Cost Report
  • Stock Ledger – Item wise UOM wise
  • Stock Planning Report

Stock adjustment report

  • Physical Stock Update Detailed
  • Physical Stock Update Item Detailed
  • Physical Stock – Discrepancy Report
  • Stock Updation Detailed Report
  • Opening Stock – Item wise detailed
  • Current Stock – Audited Items
  • Current Stock – Un-Audited Items
  • Before Stock Update – Audited Items
  • Before Stock Update – Un-Audited Items
  • Stock Updated In Bill Entry
  • Before Stock Update – Audited Items (as on Date)
  • Before Stock Update – Un-Audited Items (as on Date)
  • Physical Stock Update Un-Audited Items
  • Physical Stock Update Discrepancy/Item History

Repackaging report

  • Repack – Item wise detailed

Reorder reports

  • Reorder – Date wise Summary
  • Reorder – Supplier Wise summary
  • Reorder – Bill wise Detailed

Wastage reports

  • Wastage – Item wise detailed
  • Wastage – Category Wise Summary

Pricing reports

  • Change Selling Report

Split Items reports

  • Split Item Summary

Branch transfer reports

  • STO – Month Wise Summary
  • STO – Date wise Summary
  • STO – Month Wise Item Summary
  • STO – Item Wise Summary
  • STO – Item wise detailed
  • STO – category/Item Detailed
  • STO – NO wise Summary
  • STI – Month Wise Summary
  • STI – Date wise Summary
  • STI – Bill wise summary
  • STI – Item Wise Summary
  • STI – Item wise detailed

Location transfer reports

  • Location ST – Transferred Detailed
  • Location ST – Received Details
  • Location wise Stock Request/Approval

Audit reports

  • Audit
  • Menu Activation Audit Report
  • Audit – Transactions
  • Bill wise Void Item Details
  • User Sync Details
  • Sales order Audit Reports
  • Lost Sales Opportunity Report

GSTR reports

  • GSTR 1 reports
  • GSTR 2 reports
  • GSTR 3B reports
  • GSTR 4
  • GST Summary
  • GST reports HSN wise
  • GSTIC 04
  • GSTR 9
  • Other GST reports
  • E-invoicing
  • GST filing
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