User Guide: Reports Screen

User Guide: Reports Screen - Sales System Smart Pro ERP

Accessing the Reports Screen:

1. After logging into the system, go to the side menu.
2. Click "Sales System" in the menu.
3. Select the node "Reports - Sales Reports".

• Steps:

1. The input fields on the screen will be initialized, where you can enter the details of the new process.
2. Enter the required information in the specified input fields (branch - warehouse - date from - date to - payment method - customers - employees - financial years - main classification - item code - applications)

1. Select the type of report to display: - You can view reports based on the shift. - Sales report. - Detailed sales report. - Sales return. - Item sales. - Item sales. - Department sales. - Sales per employee. - Net item sales. - Sales with returns. - Unreturned sales invoices. - Tax invoices. - Non-tax invoices. - App sales. - Cafeteria sales. - Invoice accounts. - Sales, returns, and purchases. - Employee sales commission. - Customer invoices. - Invoice counter. - Total branch sales. - POS. - Detailed invoice sales. - Invoice sales with free quantities. - Employee sales report.

1. After selecting the report type, click the "Search" button to display the report.
2. To close the shift, you can click the "Close Shifts" button at the bottom of the screen.
3. To add a cashier float, click the "Add Cashier Float" button at the bottom of the screen.

++Make sure the data is entered correctly to display the report.