Reports

Two applets carry the reporting for this module, and the useful thing to know is not how many reports there are but what each one counts. Most reporting disputes here are two reports counting different document types and both being right.

Every sales report reads FINAL documents only. Drafts never appear anywhere. And amounts are multiplied by each line’s amount signum, so returns, credit notes, refund notes and trade-ins reduce the sales figure rather than appearing as separate positive rows.

The reports here count the retail cash bill alongside the invoice. The two reports that balance a till — the Z Report and Cashier Collection — are on the Point of Sale module.

Reading the sales — Sales Report

The reports are named for what they group by. The ones that matter most day to day:

Report	Use it to
Sales by item code	See what sold, in quantity and value
Sales by document	Reconcile against a specific document
Sales by salesman, and daily gross profit by salesman	See who sold what, and at what margin
Hourly sales	Staff the counter
Daily collection summary	Tie the day’s money to the cashbooks
Multi-branch daily sales, purchase and collection	Compare branches on one page
Official receipt by credit card	Reconcile card settlement
Collection invoice details	Chase what a payment actually paid for
Cashflow analysis	See money in over a period

Two things that bite:

Gross profit comes out at 100%, or cost comes out at zero. The report’s Calculate Base On setting chooses the cost basis, and it defaults to moving-average cost. If that basis is empty on the item, the cost is zero and every sale looks like pure margin. Fix the item, not the report.
The branch picker shows only some branches. The report’s API read permission was granted without those branch targets. Same mechanism as the Z Report.

A supplier-facing copy of the same surface exists as Sales Report Supplier Access; its query covers cash bills, invoices and returns.

Commission — Sales Commission

Commission is calculated from FINAL sales orders, sales invoices and cash bills and nothing else. Credit notes, refund notes, job sheets and receipt vouchers never earn commission, and there is no setting that changes this.

Calculating and paying are separate. Processing a cycle writes commission reports; no money moves until somebody raises a payment voucher under Payout Processing. Each source document is stamped as posted the first time it is counted, which is what stops a cycle paying twice.

Which report answers which question

Question	Report
What sold?	Sales by item code
Who sold it, and at what margin?	Sales by salesman / daily GP by salesman
When should I put a second person on the counter?	Hourly sales
How do the branches compare?	Multi-branch daily sales, purchase and collection
Does the day’s money match the cashbooks?	Daily collection summary
What do we owe the sales team?	Commission report, then a payment voucher
Does this till balance?	Z Report — on the Point of Sale module