The Sales Report in Shoply provides an overview of all the sales transactions made in the system, showing each transaction's date, total amount, discounts, paid amount, and any outstanding balances. This report also offers features to filter sales by specific customers, users (sales staff), and date ranges. Additionally, the sales report can be exported, and users can search for specific sales entries. This tutorial will guide you through understanding and using the Sales Report in Shoply.
What Is the Sales Report?
The Sales Report in Shoply is designed to provide a detailed summary of all sales transactions conducted in the system. It includes important information for each sale, such as:
Key Metrics in the Sales Report
1. Date – The date and time of the sales transaction.
2. Customer – The name of the customer involved in the sale.
3. Total – The total value of the sales transaction.
4. Tax – The total tax applied to the sales transaction.
5. Discount – Any discounts applied to the sale.
6. Grand Total – The final amount after applying tax and discounts.
7. Paid – The amount paid by the customer.
8. Balance – Any outstanding balance that remains unpaid.
9. Status – Indicates whether the sale is Paid, Partial, or Due.
How to Use Filters in the Sales Report
Shoply allows you to filter sales reports based on specific criteria, such as customers, users, and date ranges, to customize your report.
Steps to Filter the Sales Report
1. Navigate to Reports > Sales Report.
2. To filter by customer, click on the Select Customer dropdown and choose the customer you want to filter by.
3. To filter by user (sales staff), click on the Select User dropdown and select the user.
4. To filter by date range, select the Start Date and End Date fields to define the period.
5. Once your filters are selected, click on Submit to apply the filters and view the results.
Exporting the Sales Report
Shoply offers various formats for exporting the sales report, allowing you to keep records or share them as needed.
Steps to Export the Sales Report
1. After applying any necessary filters, navigate to Reports > Sales Report.
2. At the top right of the sales report, click on one of the export options: Copy, Excel, CSV, or PDF.
3. Select your preferred format to download the sales report.
Searching Within the Sales Report
Shoply provides a search function to quickly locate specific sales transactions within the report.
Steps to Search for a Sale
1. Navigate to Reports > Sales Report.
2. Use the search bar above the sales report table to enter the customer's name, the sales amount, or other relevant information.
3. The table will automatically update to display matching sales transactions.
The Sales Report in Shoply offers a detailed overview of all sales transactions, enabling you to filter by customer, user, or date range, and even export the report in multiple formats. Whether you're tracking individual sales or reviewing your business's financial performance, the Sales Report provides the insights you need to manage your operations efficiently. Use the steps outlined in this guide to filter, search, and export sales data with ease.
