Reports & Analytics
The Sales & POS Module provides rich multi-dimensional reporting tools enabling store supervisors, sales managers, and finance teams to analyze revenue performance, audit cash drawers, and track profitability.
Reporting Scenario Decision Matrix (“Which Report to Use When”)
Select the appropriate report based on your specific operational or business decision scenario:
| Business Scenario / Question | Recommended Report | Primary Applet | Key Metrics & Decision Value |
|---|---|---|---|
| “Did the cashier’s physical drawer match system sales at shift end?” | Daily Cashier Reconciliation Report | Daily Cashier Report Applet | Opening float, cash sales, card settlement, drawer overage/shortage balance. |
| “Which sales reps are generating the highest gross profit margin (GP%)?” | Salesperson Profitability & Margin Analysis | Sales Report Applet | Revenue by salesman, cost of sales (COGS), gross profit dollar amount, GP margin %. |
| “What are our top-selling product SKUs across all retail outlets?” | Product Ranking & Item Sales Analysis | Sales Report Applet | Quantity sold, total sales value, top 20 revenue-generating SKUs by store branch. |
| “How does store performance compare across different branches?” | Multi-Branch Revenue Comparison | Sales Report Applet | Store revenue totals, transaction counts, average basket size per retail counter. |
| “How much sales revenue was generated for specific consignment suppliers?” | Supplier Sales Access Report | Sales Report Supplier Access Applet | Vendor-specific sales volume, consigned goods turnover, and consignment billing basis. |
Key Report Categories
1. Cashier & Shift Auditing
Designed for retail store supervisors to audit daily counter operations:
- Shift Z-Reports: Final end-of-day summary of transactions, voided sales, and cash drawer counts.
- Payment Method Breakdown: Detailed totals separated by Cash, Credit Card, E-Wallet, and Voucher Redemptions.
2. Commercial Sales & Margin Analytics
Designed for sales executives and managers to monitor performance against targets:
- Sales by Customer: Identifies key account revenue, transaction history, and credit term compliance.
- Sales by Document Type: Compares quotation conversion rates against confirmed sales orders and billing invoices.