Reports | SalesPlay Help Center

Reports - POS System

View Past Receipts

Select 'Main Menu' Icon → Select 'Reports' Menu Tab → Select 'View Past Receipts'

Form Information
  • You are allow to Search any receipt using any keyword related to receipt
  • You are allow to select Cashier / Terminal / Date Period
  • Receipt details are viewed here
    • ( Receipt Number / Amount / Date & Time / Customer Name )
  • You are allow to view the receipt by clicking on View button
  • Total Amount of the receipt according to the selected time period is displayed here

View Past Receipts : To Select Cashier / Terminal / Date Period

Form Information
  • Select the Cashier here
  • Select the Terminal here
  • Select the Date here
  • Click on Done Button

View Past Receipts : After clicking on the View Button :

Form Information
  • Item details (Product Code / Product Name / Tax Amount ) are displayed here
  • Amount of Quantity are displayed here
  • Unit Price of the Product & Line Discount Amount are displayed here
  • Total Amount is displayed here
  • All the rest details of the Receipt are listed here
    • (Date & Time / Bill No / Receipt No / Cashier Name / Customer Name / Sub Total / Total Discount / Grand Total / Payment Type / Balance Amount / Order Type )
  • You are allow to resend the receipt email by clicking on Resend Email Button

View Past Receipts : After clicking on Resend Email Button :

Form Information
  • Provide Email Address
  • Click on OK Button

View Past Receipts : Now you will receive an email as follows :

 

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Product Wise Sales Report

Select ‘Main Menu Icon’ →  Select ‘Reports’ →  Select ‘Product Wise Sales Report’

Form Information
  • You are allow to select Cashier / Date Period
  • Product Sales details are displayed here
    • (Total Sales Amount / Selling Price Amount / Total Discount Amount / Product Code / Sold Quantity of Products )
  • Grand Total Amount of the receipt according to the selected time period is displayed here

Product Wise Sales Report - To Select Cashier / Date Period :

Form Information
  • Select the Cashier here
  • SSelect the Date here
  • SClick on Done Button

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Product Wise Sales Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click 'Product Wise Sales Report'

Form Information
  • You are allowed to select the Date period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select individual or all Terminals here
  • Select the Chart Type ( Pie Chart / Line Chart / Bar Chart )
  • Select the Period Type ( Days / Hours / Weeks / Months )
  • Top 5 Items and Net Sales Amounts are displayed here
  • Product Wise Sales Details (in Pie Charts with Percentage Values) are displayed in here
  • Product Name is displayed here ( Refer Add Product )
  • Product Code is displayed here
  • Product Category is displayed here (Refer Add Main Category & Add Sub Category )
  • Sold Quantity Amount is displayed here
  • Gross Sales Amount is displayed here (Gross sales are the grand total of all sale transactions reported in a period, before adding any deductions to the sales value. if the tax is already assigned to the product, that tax price is used to calculate the gross sales.)
  • Refund Amount is displayed here (Refer Cash Refund )
  • Discount Amount is displayed here ( Refer Add Discount )
  • Net Sales Amount is displayed here (Net sales is the sum of a company's gross sales minus its returns, allowances, and discounts)
  • Net Sales = Gross Sales – Discount – Refund
  • Product Cost is displayed here (Product cost refers to the costs incurred to create a finish product)
  • Gross Profit is displayed here (Gross profit is the profit a company makes after deducting the costs associated with making and selling its products, or the costs associated with providing its services)
  • Gross Profit = Net Sales – Cost Of Goods
  • Total Amount according to the column heading and the selected date period is displayed here
  • Through the Search option, you are allowed to Search details of the table by using Product Name, Product Code, Product Category

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Product Wise Trend Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click 'Product Wise Trend'

Form Information
  • You are allowed to select the date period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the time range for the report (12:00 AM – 11:59 PM)
  • Select all or individual Terminals here
  • Click on Submit Button
  • Product Name is displayed here ( Refer Add Product )
  • Product Code is displayed here
  • Product Category is displayed here (Refer Add Main Category & Add Sub Category )
  • Sold Quantity Amount is displayed here
  • Through the Search option, you are allowed to Search details of the table by using Product Name, Product Code, Product Category

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Sales Summary Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click Sales Summary Report'

Form Information
  • You are allowed to select the Date period for the report.
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year.
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM) .
  • Select individual or all Terminals here.
  • Click on Submit Button.
  • Sales Summary Details (in Amounts) are display in here.
  • Sales Summary Details (in Pie Charts with Percentage Values) are displayed in here.
  • Transaction date is displayed here.
  • Gross Sales Amount is displayed here (Gross sales are the grand total of all sale transactions reported in a period, before adding any deductions to the sales value. if the tax is already assigned to the product, that tax price is used to calculate the gross sales.). .
  • Refund Amount is displayed here (Refer Cash Refund ) .
  • Discount Amount is displayed here ( Refer Add Discount ) .
  • Net Sales Amount is displayed here (Net sales is the sum of a company's gross sales minus its returns, allowances, and discounts) .
  • Net Sales = Gross Sales – Discount – Refund
  • Product Cost is displayed here (Product cost refers to the costs incurred to create a finish product) .
  • Gross Profit is displayed here (Gross profit is the profit a company makes after deducting the costs associated with making and selling its products, or the costs associated with providing its services) .
  • Gross Profit = Net Sales – Cost Of Goods
  • Taxes Amount is displayed here ( Refer Create Taxes ) .
  • Total Sales Amount according to the selected date is displayed here.
  • Total Amount according to the column heading and the selected date period is displayed here.
  • Through the Search option, you are allowed to Search details of the table by using Date, Gross Sales, Refunds, Discount, Net Sales, Product Cost, Gross Profit, Taxes, Total Sales.

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Category Wise Sales Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Category Wise Sales Report'

Form Information
  • You are allowed to select the Date period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select individual or all Terminals here
  • Select the Chart Type ( Pie Chart / Bar Chart )
  • Top 5 Categories and Net Sales Amounts are displayed here
  • Category details with percentage values (in selected chart) are display in here
  • Product Category is displayed here (Refer Add Main Category )
  • Sold Quantity is displayed here
  • Gross Sales Amount is displayed here (Gross sales are the grand total of all sale transactions reported in a period, before adding any deductions to the sales value. if the tax is already assigned to the product, that tax price is used to calculate the gross sales.).
  • Refund Amount is displayed here ( Refer Cash Refund )
  • Discount Amount is displayed here ( Refer Add Discount )
  • Net Sales Amount is displayed here (Net sales is the sum of a company's gross sales minus its returns, allowances, and discounts)
  • Net Sales = Gross Sales – Discount – Refund
  • Product Cost is displayed here (Product cost refers to the costs incurred to create a finish product)
  • Gross Profit is displayed here (Gross profit is the profit a company makes after deducting the costs associated with making and selling its products, or the costs associated with providing its services)
  • Gross Profit = Net Sales – Cost Of Goods
  • Total Amounts according to the column heading and the selected date period is displayed here
  • Through the Search option, you are allowed to Search details of the table by using Product Category & Sold Quantity

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Deleted Receipts Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Deleted Receipts Report'

Form Information
  • You are allowed to select the Date period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select individual or all Terminals here
  • Click on Submit button
  • Terminal name is displayed here
  • Receipt Number is displayed here
  • Sub Total Amount is displayed here (This is the total price for each product in your order)
  • Line Discount Amount is displayed here
  • Total Discount Amount is displayed here ( Refer Add Discount )
  • Total Taxes Amount is displayed here ( Refer Create Taxes )
  • Total Charges Amount is displayed here ( Refer Create Charges )
  • Grand Total Amount is displayed here
  • Payment Type is displayed here ( Refer Create Payment Type )
  • Customer Name is displayed here ( Refer Create Customers )
  • Receipt Date & Time is displayed here
  • Receipt Cashier Name is display here
  • You are allow to View the receipt by clicking on View button
  • Total Amounts according to the column heading and the selected date period is displayed here
  • Through the search option, you are allowed to Search details by using any keyword of the table

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Order Type Wise Sales Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Order Type Wise Sales'

Form Information
  • You are allowed to select the Date Period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select individual or all Terminals here
  • Select individual or all Cashier Names
  • Select the Chart Type ( Pie Chart / Bar Chart )
  • Order Types and Sales Amounts based on order types are displayed here (Refer Create Order Types)
  • Order Type Sales details with percentage values (in selected chart) are displayed here

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Receipt Summary Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Receipt Summary Report’

Form Information
  • You are allowed to select the Date period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select individual or all Terminals here
  • Select the Customer Name (Refer Create Customer )
  • Select the Cashier Name
  • Select the Chart Type ( Pie Chart / Bar Chart )
  • Select the Period Type ( Days / Hours / Weeks / Months )
  • Receipt count Summary Chart is displayed here
  • Terminal name is displayed here
  • Receipt Number is displayed here
  • Sub Total Amount is displayed here (This is the total price for each product in your order)
  • Line Discount Amount is displayed here
  • Total Discount Amount is displayed here ( Refer Add Discount )
  • Total Taxes Amount is displayed here ( Refer Create Taxes )
  • Total Charges Amount is displayed here ( Refer Add Charges )
  • Grand Total Amount is displayed here
  • Payment Type is displayed here ( Refer Add Payment Type )
  • Customer Name is displayed here (Refer Create Customer )
  • Receipt Date & Time is displayed here
  • Receipt Cashier Name is display here
  • You are allowed to view the receipt by clicking on View button
  • Total Amounts according to the column heading and the selected date period is displayed here

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Product Wise Receipt Details Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Product Wise Receipt Details Report’

Form Information
  • You are allowed to select the Date period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select individual or all Terminals here
  • Select the Cashier Name
  • Click on Submit Button
  • Terminal Name is displayed here
  • Receipt Number is displayed here
  • Customer Name is displayed here (Refer Create Customer )
  • Product Category is displayed here (Refer Add Main Category & Add Sub Category )
  • Product Name is displayed here ( Refer Add Product )
  • Product Code is displayed here
  • Sold Quantity Amount is displayed here
  • Product Price is displayed here
  • Product Cost is displayed here (Product cost refers to the costs incurred to create a finish product)
  • Sub Total Amount is displayed here (This is the total price for each product in your order)
  • Line Discount Amount is displayed here
  • Product Unit Tax Amount is displayed here ( Refer Create Taxes )
  • Payment Method is displayed here ( Refer Create Payment Type )
  • Receipt Date & Time is displayed here
  • Receipt Cashier Name is displayed here
  • Total Amounts according to the column heading (Sold Qty, Product Price, Product Cost, Sub Total, Line Discount, Product Unit tax) and to the selected date period is displayed here
  • Through the search option, you are allowed to Search details by using any keyword of the table

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Product Discount Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Product Discount Report’

Form Information
  • You are allowed to select the Date period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select individual or all Terminals here
  • Select the Cashier Name
  • Click on Submit Button
  • Terminal Name is displayed here
  • Receipt Number is displayed here
  • Customer Name is displayed here ( Refer Create Customer )
  • Product Category is displayed here (Refer Add Main Category & Add Sub Category )
  • Product Name is displayed here ( Refer Add Product )
  • Product Code is displayed here
  • Sold Quantity is displayed here
  • Product Price is displayed here
  • Line Discount Amount is displayed here
  • Receipt Date & Time is displayed here
  • Receipt Cashier is display here
  • You are allow to view the receipt by clicking on View button
  • Total Amounts according to the column heading (Sold Quantity/Product Price/Line Discount) and amounts according to the selected Date period is displayed here
  • Through the search option, you are allowed to Search details by using any keyword of the table

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Employee Wise Product Sales Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Employee Wise Product Sales Report'

Form Information
  • You are allowed to select the Date Period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select individual or all Terminals here
  • Select the Employee Name (Refer Create Employee)
  • Click on Submit Button
  • Employee Name is displayed here (Refer Create Employee)
  • Employee Id is displayed here
  • Employee Type is displayed here
  • Employee Mobile Number is displayed here
  • Product Name is displayed here ( Refer Add Product )
  • Product Code is displayed here
  • Unit Price of the Product is displayed here
  • Sold Quantity Amount is displayed here
  • Total Discount Amount is displayed here (Refer Add Line Discount)
  • Total Sales Amount according to the Product is displayed here
  • Total Sales Amount according to the Employee is displayed here
  • Total Amounts according to the column heading and according to the selected Date period is displayed here

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Employee Wise Sales Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Employee Wise Sales Report'

Form Information
  • You are allowed to select the Date Period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select individual or all Terminals here
  • Click on Submit Button
  • Employee Name is displayed here (Refer Create Employee)
  • Employee Id is displayed here
  • Employee Type is displayed here
  • Employee Mobile Number is displayed here
  • Total Sales Amount according to the Employee is displayed here
  • Total Service Charge Amount according to the Employee is displayed here ( Refer Add Other Charges )
  • Total Sales Amount, Total Service Charge Amount according to the selected date period and Total Amounts according to the column heading are display here
  • Through the search option, you are allowed to Search details by using any keyword of the table

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Outlet Wise Sales Summary Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Outlet Wise Sales Summary Report'

Form Information
  • You are allowed to select the Date Period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time Range for the report (12:00 AM – 11:59 PM)
  • Select individual or all Terminals here
  • Click on Submit Button
  • Outlet Name (Terminal Name) is displayed here
  • Total Sales Amount according to the Outlet (Terminal) is displayed here
  • Total Sales Amount according to the Main Category is displayed here (Refer Add Main Category )
  • Through the search option, you are allowed to Search details by using any keyword of the table

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Addon Sales Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Addon Sales Report'

Form Information
  • You are allowed to select the Date Period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Tme Range for the report (12:00 AM – 11:59 PM)
  • Select individual or all Terminals here
  • Click on Submit Button
  • Addon Name is displayed here
  • Sold Quantity is displayed here
  • Gross Sales Amount is displayed here (Product Selling Price)
  • Gross Cost is displayed here (Product cost refers to the costs incurred to create a finish product)
  • Gross Profit is displayed here (Gross profit is the profit a company makes after deducting the costs associated with making and selling its products, or the costs associated with providing its services)
  • Gross Profit = Gross Sales – Gross Cost
  • Total Amount (Gross Sales, Gross Cost, Gross Profit) according to the selected date period and according to the column heading is displayed here
  • Through the search option, you are allowed to Search details by using any keyword of the table

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Cashier Sales Summary Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Cashier Sales Summary Report'

Form Information
  • You are allowed to select the Date Period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time Range for the report (12:00 AM – 11:59 PM)
  • Select individual or all Terminals here
  • Select the Cashier Name
  • Select the Chart Type ( Pie Chart / Bar Chart )
  • Total Sales Amount (according to Payment Types) are display in here
  • Total Sales Amount (according to Payment Types) in percentage values (in selected chart) are display in here

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Cash Balance Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Cash Balance Report'

Form Information
  • You are allowed to select the Date Period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select individual or all Terminals here
  • Select the Submit Button
  • Transaction Name displayed here
  • Transaction Description displayed here
  • Transaction Date displayed here
  • Withdraw Amount is displayed here ( Refer Drawer Transaction )
  • Deposit Amount is displayed here ( Refer How to Make Sales, Drawer Transaction )
  • Balance Amount is displayed here
  • Balance Amount = Deposit Amount - Withdraw Amount
  • Through the search option, you are allow to Search details by using any keyword of the table

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Credit Settlement Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Credit Settlement Report'

Form Information
  • You are allowed to select the Date Period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select all or individual Terminal here
  • Select the Customer Name
  • Select the Submit Button
  • Customer Name is displayed here ( Refer Create Customer )
  • Customer Address is displayed here
  • Customer Phone Number is displayed here
  • Previous Outstanding Amount is displayed here
  • Transaction Type is displayed here ( Invoice / Settlement )
  • Transaction Amount is displayed here
  • Transaction Date is displayed here
  • Payment Type is displayed here ( Refer Make Sales, Multi Payment )
  • Payment Reference is displayed here ( Cheque Number )
  • New Outstanding Amount is displayed here
  • Total New Outstanding Amount is displayed here
  • Through the search option, you are allow to Search details by using any keyword of the table

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Creditors Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Creditors Report'

Form Information
  • Select all or individual Terminal here
  • Select the Customer Name
  • Select the Submit Button
  • Customer Name is displayed here ( Refer Create Customer )
  • Customer Address is displayed here
  • Customer Phone Number is displayed here
  • Total Credit Amount is displayed here
  • Total Settle Amount is displayed here ( Refer Credit Settlement )
  • New Outstanding Amount is displayed here
  • New Outstanding Amount = Total Credit Amount – Total Settle Amount
  • Through the search option, you are allowed to Search details by using any keyword of the table

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Cash Drawer Transactions Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Cash Drawer Transactions Report'

Form Information
  • You are allowed to select the Date Period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select all or individual Terminal here
  • Select the Submit Button
  • Terminal Key & Terminal Name is displayed here
  • Transaction Name is displayed here ( Refer Drawer Transaction )
  • Transaction Description is displayed here
  • Transaction Type is displayed here
  • Transaction Amount is displayed here
  • Cashier Name is displayed here
  • Transaction Date is displayed here
  • Through the search option, you are allowed to Search details by using any keyword of the table

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Products Issued for Staff Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Products Issued for Staff Report'

Form Information
  • You are allowed to select the Date Period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select all or individual Terminal here
  • Select the Submit Button
  • Staff Member Name is displayed here
  • Product Category is displayed here (Refer Add Main Category & Add Sub Category )
  • Product Name is displayed here ( Refer Add Product )
  • Product Code is displayed here
  • Product Unit Price is displayed here
  • Sold Amount is displayed here
  • Total Cost is displayed here
  • Total Cost = Unit Cost Amount * Number of Sold Amount
  • Through the search option, you are allowed to Search details by using any keyword of the table

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Tax Summary Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Tax Summary Report'

Form Information
  • You are allowed to select the Date Period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select all or individual Terminal here
  • Select the Submit Button
  • Total Taxable Sales Amount is displayed here
  • Total Non-Taxable Sales Amount is displayed here
  • Total Net Sales Amount is displayed here
  • Total Net Sales = Total Taxable Sales + Total Non-Taxable Sales
  • Tax Name is displayed here
  • Taxable Sales Amount according to the selected Tax Name is displayed here
  • Tax Amount according to the selected Tax Name is displayed here
  • Through the search option, you are allowed to Search details by using any keyword of the table

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Tax Details Report

Click 'Reports' Tab → Click 'Sales Report' Tab → Click ‘Tax Details Report'

Form Information
  • You are allowed to select the Date Period for the report
    • Day ( Last 30 Days, Last 90 Days, Last Year, All Time, Custom Range) , Week , Month , Quarter , Year
  • You are allowed to select the Time range for the report (12:00 AM – 11:59 PM)
  • Select all or individual Terminal here
  • Select the Submit Button
  • Terminal Key & Terminal Name is displayed here
  • Invoice Product Code is displayed here
  • Product Name is displayed here
  • Invoice Number is displayed here
  • Invoice Date is displayed here
  • Invoice Time is displayed here
  • Total Unit Tax Amount is displayed here
  • Through the search option, you are allowed to Search details by using any keyword of the table

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