BILL WISE SALES DETAIL REPORT
A Bill Wise Sales Detail Report is a comprehensive document that provides detailed information about individual sales transactions or bills within a specified period. This report is commonly used in retail and service industries to track sales performance, customer interactions, and financial metrics.
User Access
Who Can Access
- Pothys admin
- Head cashier
- Sales Manager
- manager
What User Can Do
- View Reports
- Analyze Sales
Pre-Requisite Activities
- Date range
- Cashier
Business Rules
Data Accuracy:
- Ensure all transaction data is accurate and complete before generating the report.
- Implement checks to validate customer details, item prices, and transaction amounts.
Unique Bill Identification:
- Each bill must have a unique identifier (Bill Number) to prevent duplication and facilitate easy reference.
Time Period Specification:
- Clearly define the reporting period (e.g., daily, weekly, monthly) and ensure all transactions within that period are included.
User Interface
Step 1 : Select ‘Bill Wise Sales Detail Report’ in Menu -> Sales reports > Cashier report > Bill Wise Sales Detail Report or Search Bill Wise Sales Detail Report in Lookup.
Step 2 : Select the date range and customer to open the Bill Wise Sales Detail Report.
Step 3 : To view a preview of the Bill Wise Sales Detail Report in jaldi
Bill No : The Bill No. is included in the Bill Wise Sales Detail Report as a unique identifier for each transaction, facilitating easy tracking, reference, and retrieval of sales data.
Bill Date : The Bill Date is displayed in the Bill Wise Sales Detail Report to indicate when each transaction occurred, providing essential context for sales analysis and financial reporting. This date helps businesses track sales trends over time, manage inventory effectively, and assess the performance of different periods.
Customer Code : The Customer Code is included in the Bill Wise Sales Detail Report to uniquely identify each customer, facilitating easier tracking and management of transactions associated with them
Customer Name : The Customer Name is shown in the Bill Wise Sales Detail Report to provide clear identification of the individual associated with each transaction, enhancing the ability to track sales and manage customer relationships.
Item Name : The Item Name is included in the Bill Wise Sales Detail Report to provide a detailed breakdown of the products or services sold in each transaction, enabling businesses to analyze sales performance and inventory levels accurately.
Quantity : The Quantity is shown in the Bill Wise Sales Detail Report to indicate the number of each item sold in a transaction, providing critical insights into sales volume and inventory management. This information helps businesses assess demand for specific products, track stock levels, and identify trends over time.
selling Price : The Selling Price is included in the Bill Wise Sales Detail Report to provide transparency regarding the amount charged for each item in a transaction, allowing for accurate revenue tracking and financial analysis.
Total : The Total is displayed in the Bill Wise Sales Detail Report to summarize the overall amount due for each transaction, combining item prices, discounts, taxes, and any additional charges.
Bill Total : The Bill Total is shown in the Bill Wise Sales Detail Report to represent the final amount due for a transaction after accounting for all item prices, discounts, taxes, and fees.