PAYMODE WISE SALES REPORT
A “Paymode Wise Sales Report” is a document that categorizes and summarizes sales data based on different payment methods used by customers. This report typically includes information such as the types of payment modes (e.g., cash, credit card, debit card, mobile payments, bank transfers), total sales amounts for each payment mode, transaction counts, and any trends or patterns in payment preferences over a specified period. The report helps businesses analyze customer payment behavior, optimize cash flow, and improve financial planning and reporting.
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
- Paymode
Business Rules
The business rules for a “Paymode Wise Sales Report” mandate accurate recording of sales transactions with the correct payment modes, standardized categories for payment types, and regular reporting intervals to track trends effectively. The report must include comprehensive data such as transaction amounts and counts while ensuring access is restricted to authorized personnel for security.
User Interface
Step 1 : Select ‘Paymode Wise Sales Report’ in Menu -> Sales reports > Cashier report > Paymode Wise Sales Report or Search Paymode Wise Sales Report in Lookup
Step 2 : Select the date range and paymode to open the Paymode Wise Sales Report.
Step 3 : To view a preview of the Paymode Wise Sales Report in jaldi.
Invoice no : Including the invoice number in a “Paymode Wise Sales Report” is essential for tracking and referencing specific transactions, as it allows for easy identification of individual sales and payment details.
Invoice date : Displaying the invoice date in a “Paymode Wise Sales Report” is important for contextualizing sales transactions, as it helps track when sales occurred relative to payment methods used.
Tender type : Including the tender type in a “Paymode Wise Sales Report” is crucial for distinguishing between various payment methods used by customers, such as cash, credit cards, or digital wallets.
Payment : Displaying the payment amount in a “Paymode Wise Sales Report” is essential for quantifying sales revenue associated with each payment method, allowing businesses to assess the financial impact of different payment modes.