TO CREATE A SALES DEBIT INFO REPORT
A Sales Information Report is a structured document or presentation that provides an overview of sales performance over a specific period. It typically includes various metrics and insights that help businesses evaluate their sales operations and make informed decisions.
User Access
Who Can Access
- Pothys admin
- Back Office
- Purchase Manager
- Manager
What User Can Do
- View Reports
- Sales Debit Info Report
Pre-Requisite Activities
- Date Invoiced.
Business Rules
- Data Collection
- Source of Data: Sales data should be sourced only from verified sales transactions recorded in the sales system.
- Timeframe: All sales data must reflect transactions from the specified reporting period (e.g., daily, weekly, monthly, quarterly).
- Transaction Types: Include all transaction types such as direct sales, refunds, exchanges, and discounts.
- Consistent Formats: Sales data should adhere to consistent date formats (e.g., MM/DD/YYYY), currency formats, and product codes.
- Error Handling: Any discrepancies or anomalies in data (e.g., negative sales values) must trigger alerts or require validation before inclusion in reports.
- Segmentation: Sales data should be segmented by relevant categories such as product type, region, salesperson, and sales channel (e.g., online vs. in-store).
- Performance Metrics: Include key performance indicators (KPIs) such as total sales, sales growth percentage, average transaction value, and customer conversion rates.
- Visual Representation: Use graphs and charts to visually represent data trends. Key metrics should be highlighted for quick reference.
- Regular Updates: Sales reports must be generated and distributed on a regular schedule (e.g., weekly or monthly).
- Ad Hoc Reports: Queries for additional reports or specific data should be accommodated but require a defined approval process.
- User Roles: Define user roles and permissions for accessing sales reports. Sensitive information should be restricted to authorized personnel only.
User Interface
STEP 1: To select a Sales Debit Info Report.
STEP 2: To enter a date invoiced.And to click the start check box.To run the process.
STEP 3: Once to complete the process to show the report based on given parameter.
STEP 4: Debit ID – generally refers to a report used in financial and sales contexts, particularly in businesses that handle sales transactions involving debit payments.
Section ID-A unique identifier assigned to a particular section of a course or class. This ID helps in organizing and differentiating between various sections of a course.
Section Name– The title or name of that specific section within a course, usually indicating the subject matter or focus (e.g., “Introduction to Biology – Section A”).
Entry Date– typically refers to the date when a particular sales transaction or record was entered into the sales tracking system or database.
Amount-The amount in sales info report generally refers to the total sales figures recorded within a specific report that summarizes sales performance over a certain period.
Status-typically refers to the current state or condition of a sales opportunity, order, or transaction within the sales process. The status helps sales teams, managers, and stakeholders understand where they stand in relation to their sales goals and objectives.Changed-typically refers to an update in the condition or classification of a sale or transaction.
Particular -sales info report is a document or analysis that provides insights and data related to sales performance for a specific period, product, region, or other defined parameters.
Season– Sales Info Report is a document or analysis that provides insights into sales performance during a specific season or time period.
Training Videos
FAQ
SOP