ITEM-WISE SALES REPORT-(DATE Wise)
An Item-wise Sales Report (Date) is a detailed report that breaks down sales data based on individual items for a specific date or date range. The purpose of this report is to provide a granular view of how each item performed in terms of sales on a given day, allowing businesses to analyze item-level sales activity, revenue, and trends.
User Access
Who Can Access
- Pothys admin
- Head cashier
- Sales Manager
- manager
What User Can Do
- View Reports
- Analyze Sales
- Export
Pre-Requisite Activities
- Date range
- Cashier
Business Rules
- Scope: The report should cover sales for a specific date or date range.
- Data Inclusion: Only completed transactions, with positive quantities sold, are included.
- Item Details: Item Name, SKU/Code, and quantity sold must be tracked.
- Pricing: Display both net (excl. VAT) and gross (incl. VAT) prices.
- VAT: VAT should be calculated and displayed separately.
- Sales Calculation: Sales should be calculated both excluding and including VAT.
- Discount Handling: Discounts should be factored into sales calculations.
- Returns/Refunds: Sales returns should be handled as negative values.
- Aggregation: Group data by item, with options for higher-level aggregation.
- Accuracy: The data should be up-to-date, with accurate transaction statuses.
- Formatting: The report should be clear, user-friendly, and exportable.
- Integration: It should integrate with other internal systems.
- Permissions: Access should be restricted to authorized personnel.
- Historical Data: Ability to compare sales across multiple time periods.
User Interface
Step 1 : Select ‘Item-wise Sales Report (Date)’ in Menu -> Sales reports > Manager report > Item-wise Sales Report (Date) or Search Item-wise Sales Report (Date).
Step 2 : Select the date range and Parameter to open the Itemwise Sales Report (Date).
Step 3 : To view a preview of the Itemwise Sales Report (Date) in Jaldi.
Date : In an Itemwise Sales Report (Date), the date column is crucial for organizing and tracking sales transactions on specific days.
Item Name : In an Itemwise Sales Report (Date), the Item Name column displays the name or description of the products or services that were sold. This column is essential for identifying which specific items contributed to the total sales, along with the corresponding VAT calculation and date of sale.
Quantity : The Quantity Sold column in an Itemwise Sales Report (Date) is critical for understanding how many units of each item were sold, the total revenue generated, and the VAT applicable.
Final Gross Cost : The Final Gross Cost in an Itemwise Sales Report (Date) typically refers to the total cost of goods sold (COGS), which includes the cost price of the items sold, VAT, and any other relevant costs or adjustments.
Base Amount : The Base Cost in an Itemwise Sales Report (Date) refers to the cost price of an item or product without including any additional expenses like VAT or other indirect costs.
VAT : In an Itemwise Sales Report (Date), the VAT column shows the Value Added Tax (VAT) applied to each item sold, based on the applicable VAT rate and the sale price of the item. This column is critical for businesses to track their VAT obligations, as it indicates the total VAT charged on each sale and helps in VAT filing and tax compliance.
Net Amount : The Net Amount in an Itemwise Sales Report (Date) is essential for businesses to track their actual sales revenue, excluding VAT. It allows for clear distinction between net sales and tax liabilities.
Sold Value : In an Itemwise Sales Report (Date), the Sold Value typically refers to the total amount of revenue earned from selling the item before adding VAT (excluding taxes). It represents the total value of the goods sold for each item, based on the unit price excluding VAT and the quantity sold.
Selling Price : In an Itemwise Sales Report, the Selling Price refers to the price at which each item was sold. Depending on the reporting requirements, this price could either be the price excluding VAT (net price) or the price including VAT (gross price).