MANUAL DISCOUNT REPORT – BILL WISE
The Manual Discount Report – Bill Wise is a detailed document that outlines all discounts applied to individual customer bills within a specified period. This report typically includes key information such as bill numbers, customer names, original amounts, discount percentages, and final amounts after discounts.
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
- The Manual Discount Report – Bill Wise will aggregate and display all manual discounts applied to customer bills within a specified date range, including details such as bill numbers, customer names, original amounts, discount percentages, and final amounts after discounts. This report will be generated automatically at regular intervals (daily, weekly, or monthly) and will allow filtering by date, customer, and discount type to facilitate detailed analysis. The report will ensure data accuracy by reconciling discounts with transaction records and will maintain compliance with financial regulations.
User Interface
Step 1 : Select ‘Manual Discount Report – Bill Wise’ in Menu -> Sales reports > Cashier report > Manual Discount Report – Bill Wise or Search Manual Discount Report – Bill Wise in Lookup.
Step 2 : Select the date range and product to open the Manual Discount Report – Bill Wise.
Step 3 : To view a preview of the Manual Discount Report – Bill Wise in jaldi
Date : Showing the date in the Manual Discount Report – Bill Wise is essential for tracking when discounts were applied to individual transactions.
Bill No : Showing the bill number in the Manual Discount Report – Bill Wise is crucial for tracking individual transactions and enhancing accountability
Original Bill : Showing the original bill number in the Manual Discount Report – Bill Wise is important for maintaining a clear record of the initial transaction before any discounts were applied.
Discount : Showing the discount amount in the Manual Discount Report – Bill Wise is essential for providing a clear view of the financial impact of discounts applied to individual transactions.
Bill Value : Showing the bill value in the Manual Discount Report – Bill Wise is crucial for understanding the total monetary impact of each transaction after discounts are applied.
Customer Name : This information allows businesses to track which customers receive discounts, helping to identify loyal customers or those who may require special attention.
Phone Number : This information allows businesses to easily reach out for clarifications about discounts, address inquiries, or resolve any issues related to their bills. Including phone numbers also supports customer relationship management by enabling follow-ups on promotional offers or customer satisfaction.