SUMMARY OF SALES REPORTS (New)
A summary of sales reports typically includes key metrics and insights that help evaluate a company’s sales performance over a specific period.
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
- Cashier
Business Rules
- Data Collection:
- Gather sales data from all relevant sources (e.g., CRM, ERP).
- Ensure data accuracy and completeness.
- Time Period:
- Define the reporting period (daily, weekly, monthly, quarterly, annually).
- Ensure consistency in the time frames used across reports.
- Key Metrics:
- Include essential metrics such as total sales, average deal size, number of transactions, and sales growth percentage.
User Interface
Step 1 : Select ‘Summary of sales report(new)’ in Menu -> Sales reports > Cashier report > Summary of sales report(new) or Search Summary of sales report(new) in Lookup.
Step 2 : Select the date range and open the summary of the sales report.
Step 3 : To view a preview of the summary of the sales report in jaldi
Date : Specify the time period covered by the report (e.g., “Sales data from January 1, 2024, to September 30, 2024”).
POS : In a summary of a sales report, including details about the Point of Sale (POS) system used can be helpful.
Sales Amount : When summarizing the sales amount in a sales report, you can present it clearly and effectively
Cash : Clearly state the total cash sales amount for the reporting period
Voucher : Clearly state the total Voucher sales amount for the reporting period
Gift Voucher : Clearly state the total amount of gift vouchers sold during the reporting period
E-Voucher : Clearly state the total amount of E-vouchers sold during the reporting period
Loyalty Voucher : Clearly indicate the total value of loyalty vouchers redeemed during the same period
UPI : State the total value of sales made through UPI during the reporting period
Card : Clearly state the total amount of sales made via card payments during the reporting period,Provide a breakdown of sales by card type, if applicable (e.g., Credit card, Debit cards).
Bill discount : Clearly state the total value of discounts provided during the reporting period
Advance paid : Clearly state the total amount of advances paid during the reporting period
Parking Token : Clearly state the total value of parking tokens sold during the reporting period
Credit sales : Clearly state the total amount of credit sales during the reporting period
Bills : State the total number of bills processed by all cashiers during the reporting period