Effective reports available in retail POS
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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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