SALES R REPORT
A Sales R Report typically refers to a Sales Report, which is a document or tool used to track, analyze, and summarize sales performance over a given period. The “R” in the term might be a shorthand or a specific variation used by a company
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 business rules of a Sales R Report ensure that the report is accurate, consistent, and aligned with the company’s sales goals.
- These rules include using verified data sources, ensuring no duplicate or erroneous entries, and accurately categorizing sales into gross and net sales, with deductions for returns and discounts.
- The report must be based on a clearly defined sales period and compare actual performance against sales targets.
User Interface
Step 1 : Select ‘Sales R Report’ in Menu -> Sales reports > Manager report > Sales R Report or Search Sales R Report.
Step 2 : Select the date range and Department to open the Sales R Report.
Step 3 : To view a preview of the Sales R Report in Jaldi.
Bill Date : The bill date in a Sales R Report refers to the date on which a sales transaction is officially recorded or invoiced. This date is crucial because it helps in accurately tracking sales activities within specific time periods and ensuring that the report aligns with the financial calendar or business cycle.
Bill No : The bill number acts as a unique reference for each sale, allowing businesses to quickly locate and verify specific transactions. This is useful for auditing, resolving disputes, or addressing customer queries.
Sales Rep : For commission-based roles, showing the sales rep in the report is necessary for accurately calculating commissions or bonuses based on their sales achievements.
R No : The R No allows businesses to link a specific sales transaction to a commission payout. This helps in ensuring that the correct salesperson receives compensation for the sale they facilitated.
Department : Including the department in a Sales R Report helps businesses track performance, allocate resources, evaluate sales strategies, and ensure accountability at a departmental level.
Product : Including the product in a Sales R Report helps businesses gain valuable insights into individual product performance, optimize inventory, improve profitability, and make data-driven decisions on pricing, promotions, and sales strategies.
Product Attribute : Including product attributes in a Sales R Report enhances the depth of analysis and provides more granular insights into sales performance. Product attributes can refer to characteristics like size, color, model, version, or other specifications that differentiate products within a category.