SALES AGAINST PAYMODE REPORT
A Sales Against Paymode Report is a document that details sales transactions categorized by the different payment methods used by customers, such as cash, credit cards, debit cards, digital wallets, or bank transfers. This report provides insights into sales performance based on payment types, helping businesses analyze customer preferences, manage cash flow, and identify trends in payment methods.
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
Business rules for a Sales Against Paymode Report require accurate recording of sales transactions by payment method, with a defined reporting period (e.g., daily, weekly, monthly) for consistency. Sales must be categorized into clear payment types, and a minimum transaction threshold may be set to focus on significant sales. Regular reconciliation processes should verify that sales figures align with payment processor reports, while access to the report should be restricted to authorized personnel to maintain data integrity.
User Interface
Step 1 : Select ‘Sales Against Paymode Report’ in Menu -> Sales reports > Cashier report > Sales Against Paymode Report or Search Sales Against Paymode Report in Lookup
Step 2 : Select the date range and cashier to open the Sales Against Paymode Report.
Step 3 : To view a preview of the Sales Against Paymode Report in jaldi
Tender Type : Including the tender type in a Sales Against Paymode Report is essential for clearly identifying the specific payment methods used in transactions, such as cash, credit card, or digital wallet.
Tender Amount : Displaying the tender amount in a Sales Against Paymode Report is crucial as it provides a detailed overview of the monetary value associated with each payment method.
Total No Of Bills : Displaying the total number of bills count in a Sales Against Paymode Report is essential for assessing transaction volume and customer engagement.
Total Bill Value : Including the total bills value in a Sales Against Paymode Report is crucial as it provides a comprehensive view of the revenue generated through various payment methods.