Sales Report – Omni Websites Manual

This section enables you to export all the sales related reports. You can download / export different types of sales reports.

Summary Report

Select a date range, and get a report of all orders that were processed to customers, including order confirmation, delivery status, order channel, payment made, and so on.

Step 1.
Select Reports from the main menu.

The following page will be displayed.

Step 2.
Under Sales section click on Summary Report.

Step 3.
Select the date range or customize your date range by selecting Custom Range, then click on Export Reports.

The following information will be exported in the report.

Features	Description
Sales Order No	Lists the unique number for the particular sale (e.g. SO-0000109)
Outlet/Account	Lists the specific outlet account code linked with the product from where it was sold.
Billed By	Lists the name of the staff member who billed/confirmed the order.
Order Date	Date of the sale.
Invoice Number	Displays the invoice created
Invoice Date	Date of invoice created.
Order Billed	Displays whether the order has been billed by you, or is pending to be billed.
Delivery Status	Depending on the status of the delivery, this can either be fulfilled (the customer has received the goods) or else unfulfilled (the customer is yet to receive the goods)
Payment Status	Denotes whether payment for the order is paid, unpaid, or partially paid.
Delivery Date	Date and time when the delivery was made to the customer. In case the status is unfulfilled, the expected delivery date and time is listed.
Return Order Associated	Displays the Return Order number, associated to the sales order, if any.
Sales Channel	Denotes the type of delivery; whether Cash N Carry or else Home Delivery
Sales Channel Order ID	In case of online orders, displays the unique order ID based on whether it was placed on the website, or app.
Payment Ids	Unique number assigned to each customer related payment (e.g. CPI-0000000022)
Payment Methods	Displays the methods through which payment is done.
Payment Details	Displays the amount paid along with the payment method.
Net payable (Exclusive of Tax)	Total payable amount of the order, excluding the product taxes applied.
Waive Off	Displays the amount that was waived off while processing the order
Total Tax Applied	Total tax that was applied for products of the order.
Net payable (Inclusive of Tax)	Total payable amount of the order, including the taxes. [Net Payable (Exclusive of Tax) + Total Tax Applied]
Total Paid Amount	Total amount that was paid by the customer for the order.
Payment pending Amount	Amount pending to be paid by the customer
Customer Name	Name of the customer who has purchased the goods.
Customer ID Customer Mobile Number PAN GSTIN Customer E-mail Customer Address Pincode City State Country

Detailed Sales Report

This report provides detailed information of all the Sales orders that are created within the selected date range. This report also contains products details along with sales order.

Step 1.
Select Reports from the main menu..

The following page will be displayed.

Step 2.
Under Sales section click on Detailed Report.

Step 3.
Select the date range or customize your date range by selecting Custom Range, then click on Export Reports .

Features	Descriptions
Order Date	Date of the sale.
Invoice Date	Date of invoice created.
Sales Order No	Lists the unique number for the particular sale (e.g. SO-0000109)
Invoice no	Lists the specific outlet account code linked with the product from where the product was sold.
Outlet	Displays the outlet from which the order was placed.
Billed By	Lists the name of the staff member who billed/confirmed the order.
Order Billed	Displays whether the order has been billed by you, or is pending to be billed.
Delivery Status	Depending on the status of the delivery, this can either be fulfilled (the customer has received the goods) or else unfulfilled (the customer is yet to receive the goods)
Payment Status	Denotes whether payment for the order is paid, unpaid, or partially paid.
Delivery Date	Date and time when the delivery was made to the customer. In case the status is unfulfilled, the expected delivery date and time is listed.
Return Order Date	Displays the date on which order was returned.
Return Order Id	Displays the Id of the return order.
Sales Channel	Denotes the type of delivery; whether Cash N Carry or else Home Delivery
Sales Channel Order ID	In case of online orders, displays the unique order ID based on whether it was placed on the website, or app.
SKU	Stands for Stock Keeping Unit and is unique for each of the product.
Product Name	Lists the name of the product. (for e.g. Cadbury 5 Star – 21.5g)
HSN/SAC	Stands for Harmonized System of Nomenclature code and Services Accounting Code. This column allows you to add HSN/SAC for the products.
Brand	Displays the brand of the product.
Main Category	Lists the name of the product. (for e.g. Cadbury 5 Star – 21.5g)
Sub Category Level 1 Sub Category Level 2	Lists the product sub category listing.
Barcode	Displays the barcode generated for each product.
Quantity	Number of pieces of each product that are available in the system at the time of exporting the report.
MRP	Maximum retail price for the product.
Rate	Displays the rate at which product was sold.
Tax Type	Displays the type of tax applicable.
Tax	Displays the tax that was applied on the product.
Discount	Displays the discount that was applied on the products.
Selling Price	Selling price for the product as set by you.
Final Price	Final price for which you sold the product.
Total Sales	Displays the total sales done.
Total Tax	Displays the total tax applied.
Total Discount	Gives the total discounts that was applied.
Additional Discount	Displays the additional discount that was applied on the products.
Additional Adjustment	Displays the additional adjustment done.
Delivery Charges	Displays the charges that was applied during product delivery.
Cancellation Charges	Displays the cancellation charges that was applied when the order was cancelled.
Round Off	Displays the round off charges.
Net payable	Total payable amount of the order.
Waive Off
Total Paid Amount	Displays the total amount paid.
Payment Pending Amount	Amount pending to be paid by the customer
Payment Id	Unique number assigned to each transaction (e.g. SPI-0000000022 or CPI-0000000022)
Payment Method	Displays the method through which amount was paid.
Payment Details	Displays the amount paid along with the payment method.
Customer Id	Unique number assigned to each customer.
Customer Name	Displays the name of the customer.
Customer Mobile Number PAN GSTIN Customer E-mail Customer Address Pincode City State Country

Payment Pending Report

In case you require to know how much your customers owe you, this report provides all the information regarding orders for which payments are pending within a selected date range.

Step 1.
Select Reports from the main menu.

The following page will be displayed.

Step 2.
Under Sales section, click on Payment Pending Report.

Step 3.
Select the date range or customize your date range by selecting Custom Range, then click on Export Reports.

Features	Description
Sales Order No	Lists the unique number for the particular sale (e.g. SO-0000109)
Outlet/Account	Lists the specific outlet account code linked with the product from where the product was sold.
Billed By	Lists the name of the staff member who billed/confirmed the order.
Order Date	Date of the sale.
Invoice No.	Displays the invoice number that is generated.
Invoice Date	Date of invoice created.
Order Billed	Displays whether the order has been billed by you, or is pending to be billed.
Delivery Status	Depending on the status of the delivery, this can either be fulfilled (the customer has received the goods) or else unfulfilled (the customer is yet to receive the goods)
Payment Status	Denotes whether payment for the order is paid, unpaid, or partially paid.
Delivery Date	Date and time when the delivery was made to the customer. In case the status is unfulfilled, the expected delivery date and time is listed.
Return Order Associated	Displays the Return Order number, associated to the sales order, if any.
Sales Channel	Denotes the type of delivery; whether Cash N Carry or else Home Delivery
Sales Channel Order ID	In case of online orders, displays the unique order ID based on whether it was placed on the website, or app.
Payment Ids	Unique number assigned to each customer related payment (e.g. CPI-0000000022)
Payment Methods	Displays method through which payment is done.
Payment Details	Displays the amount paid along with the payment method.
Net payable (Exclusive of Tax)	Total payable amount of the order, excluding the product taxes applied.
Waive Off	Displays if the amount has been waived off or not.
Total Tax Applied	Total tax that was applied for products of the order.
Net payable (Inclusive of Tax)	Total payable amount of the order, including the taxes. [Net Payable (Exclusive of Tax) + Total Tax Applied]
Total Paid Amount	Total amount that was paid by the customer for the order.
Payment pending Amount	Amount pending to be paid by the customer
Customer Name	Name of the customer who has purchased the goods.
Customer Mobile Number Customer E-mail PAN GSTIN Customer Address Pincode City State Country	Contact details of the customer

Staff-Wise Report

This report provides the summary of all the sales made, staff-wise.

Step 1.
Select Reports from the main menu.

The following page will be displayed.

Step 2.
Under Sales section, click on Staff-Wise Report.

Step 3.
Select the date range or customize your date range by selecting Custom Range, then click on Export Reports .

Features	Descriptions
Month	Displays the month in which order was processed.
Staff Name	Displays the names of staff members.
Mobile no.	Lists the mobile numbers associated with each staff members.
Total Order Processed	Gives the count of orders processed by each staff member.
Payments Processed	Gives the count of total payments processed.
Total Sales	Displays the amount of total sales done in that date range.
Return Sales	Displays the amount of total return sales.
Net Sales(Excludes Return Sales)	Displays the total amount of net sales done within that date range excluding the return sales.
Cash	Gives the total amount that was paid by cash against associated staff member.
Cash Returned	Gives the total amount of cash returned.
Purchase Cash	Gives the total count of purchase cash.
Purchase Return Cash	Gives the total count of purchase return cash.
Net Cash	Displays the total amount of cash.
Sodexo	Gives the amount that was paid by Sodexo against associated staff member.
Return Sodexo	Gives the total amount that was returned by Sodexo against associated staff member.
Net Sodexo	Gives the total amount that was paid by Sodexo against associated staff member.
Ticket Restaurant	Gives the amount that was paid by ticket restaurant against associated staff member.
Return Ticket Restaurant	Gives the total amount that was returned by ticket restaurant against associated staff member.
Net Ticket Restaurant	Gives the total amount that was paid by ticket restaurant against associated staff member.
Jd Pay	ives the total amount that was paid through Jd pay against associated staff member.
Online Payments	Gives the total amount that was paid online against associated staff member.
Debit/Credit Card	Gives the total amount that was paid by Debit/Credit card against associated staff member.
Cheque	Gives the total amount that was paid by Cheque against associated staff member.
No. of Credit Orders	Displays the number of orders placed by customer credit
No. of POD/COD Orders	Displays the number of POD/COD orders processed by that staff member
POD/COD Sales	Displays the total amount of POD/COD sales by that staff member

Product/Service-Wise Report

This report provides details of the individual products that were sold out from your store.

Step 1.
Select Reports from the main menu.

The following page will be displayed.

Step 2.
Under Sales section, click on Product/Service Wise Report.

Step 3.
Select the date range or customize your date range by selecting Custom Range, then click on Export Reports .

Step 4.
Search for the Product/Service name in the search bar.

Step 5.
Next, select the date range and click on Export button.

Features	Descriptions
Order Date	Date of when was the order placed.
Sales Order Mo.	Lists the unique number for the particular sale (e.g. SO-0000109)
Invoice No.	Displays the list of invoice number.
Billed By	Lists the name of the staff member who billed/confirmed the order.
Order Billed	Displays whether the order has been billed by you, or is pending to be billed.
Delivery Status	Depending on the status of the delivery, this can either be fulfilled (the customer has received the goods) or else unfulfilled (the customer is yet to receive the goods)
Delivery Date	Date and time when the delivery was made to the customer. In case the status is unfulfilled, the expected delivery date and time is listed.
Payment Status	Denotes whether payment for the order is paid, unpaid, or partially paid.
Return Order Date	Displays the date on which order was returned.
Return Order ID	Displays the Id of the return order.
Sales Channel	Denotes the type of delivery; whether Cash N Carry or else Home Delivery
Sales Channel Order ID	In case of online orders, displays the unique order ID based on whether it was placed on the website, or app.
Quantity	Displays the quantity of the product that was sold or returned.
Barcode	Displays the barcode of the product that was sold or returned.
MRP	Maximum retail price for the product.
Rate	Displays the rate at which product was sold.
Tax Type	Displays the type of tax applicable.
Tax	Displays the tax that was applied on the product.
Discount	Displays the discount that was applied on the products.
Selling Price	Displays the selling price of the product.
Final Price	Displays the final price of the product.<
Customer ID	Displays the unique Id assigned to each customer.
Customer Name	Displays the name of the customer.
Customer Mobile Number Alternate Contact no. PAN GSTIN Customer E-mail Customer Address Pincode City State Country

All Products/Services Report

This report gives a sales summary of all the products and services.
Step 1.
Select Reports from the main menu.

The following page will be displayed.

Step 2.
Under Sales section click on All Products/Services Report.

Step 3.
Select the date range or customize your date range by selecting Custom Range. then click on Export Reports button.

Features	Descriptions
Date
SKU	Stands for Stock Keeping Unit and is unique for each of the product.
Brand	Displays the brand of the product
Product Name	Lists the name of the product. (for e.g. Cadbury 5 Star – 21.5g)
HSN/SAC	Stands for Harmonized System of Nomenclature code and Services Accounting Code. This column allows you to add HSN/SAC for the products.
NET WEIGHT/CONTENT	Total quantity of the product
Product Packaging	Displays the product packaging details
Quantity	Total quantity of the product
Total Cost Price	Gives the total cost price the product
Average Cost Price	Displays the average cost price of the product
Total Selling Price	Displays the total selling price of the product
Average Selling Price	Displays the average selling price of the product
Total MRP	Displays the total MRP of the product
Average MRP	Displays the average MRP of the product
Profit=Quantity * (Average Selling Price – Average Cost Price)	Displays the profit gained by selling the product
Unique Customer Count	Displays the total count of the customer who placed the order for a particular product.
Total Orders	Displays the total count of the orders that were placed by the customer for a particular product.

Export For Tally Report

You can export reports which are compatible with Tally for accounting purposes

Step 1.
Select Reports from the main menu.

The following page will be displayed.

Step 2.
Under Sales section click on Export For Tally Report.

Step 3.
Select the date range or customize your date range by selecting Custom Range, then click on Export Reports.

Voucher Total Amount

Features	Descriptions
Store Id	Displays the code linked with the store from where the product was sold.
Outlet name	Displays the outlet name from where the product was sold.
Customer name	Displays the list of names of the customer.
Mobile no.	Displays the mobile number associated with each customer.
Voucher Type	Displays the type of the voucher.
Transaction id	Displays the code associated with each transaction.
Voucher Date	Displays the date of the voucher.
Narration	Displays the narration, if any.
Reference number
Method of Adjustment
Invoice type	Displays if the invoice is for sales order or purchase order.
Amount	Displays the total amount to be paid.
DR/CR
Payment source	Displays the payment made through which amount is paid.
Payment Amount	Display the total amount.
Ledger ID	Displays the mobile number associated with each customer.
GSTIN

Cancelled Orders Report

This report provides detail information of all the cancelled and partially billed orders that are created within the date range selected. This report also contains products details along with cancelled orders.

Step 1.
Select Reports from the main menu.

The following page is displayed.

Step 2.
Under Sales section, click on Cancelled Orders Report.

Step 3.
Select the date range or customize your date range by selecting Custom Range, then click on Export Reports.

Features	Descriptions
Order Date	Date of the sale.
Invoice Date	Date of the invoice generated.
Sales Order No	Lists the unique number for the particular sale (e.g. SO-0000109)
Invoice no	Lists the specific outlet account code linked with the product from where the product was sold.
Outlets	Displays the outlet name from where the product was sold.
Billed By	Lists the name of the staff member who billed/confirmed the order.
Order Billed	Mentions if the order is billed or unbilled.
Payment Status	Denotes whether payment for the order is paid, unpaid, or partially paid.
Sales Channel	Denotes the type of delivery; whether Cash N Carry or else Home Delivery
Sales Channel Order ID	In case of online orders, displays the unique order ID based on whether it was placed on the website, or app.
SKU	Stands for Stock Keeping Unit and is unique for each of the product. 1
Product Name	Lists the name of the product. (for e.g. Cadbury 5 Star – 21.5g) Sub Category Level 1
Brand	Displays the brand of the product.Sub Category Level 1
Main Category	Lists the name of the product. (for e.g. Cadbury 5 Star – 21.5g)
Sub Category Level 1 Sub Category Level 2	Displays the sub categories of the product.
Quantity	Number of pieces of each product that are cancelled.
MRP	Maximum retail price for the product.
Rate	Displays the rate at which product was sold.
Tax Type	Displays the type of tax applicable on cancelled products.
Tax	Displays the tax that was applied on the cancelled product.
Discount	Displays the discount that was applied on the cancelled products.
Selling Price	Selling price for the product as set by you.
Final Price	Final price for which you sold the product.
Total Sales	Displays the total sales of the order.
Total Tax	Total tax applied on the order.
Total Discount	Total discount applied on the order.
Additional Discount	Displays the additional discount that was applied on the products.
Additional Adjustment	Displays the additional adjustment done.
Delivery Charges	Displays the charges that was applied during product delivery.
Cancellation Charges	Displays the cancellation charges that was applied when the order was cancelled.
Waive Off	Displays any waive off charges that was applied when the order was cancelled.
Round Off	Displays the round off charges.
Net payable	Amount to be returned to customer after deducting the cancellation charges.
Total Paid Amount	Displays the total amount paid.
Payment Pending
Payment Id	Unique number assigned to each transaction (e.g. SPI-0000000022 or CPI-0000000022)
Customer Id	Unique number assigned to each customer.
Customer Name	Displays the name of the customer.
Customer Mobile Number Alternate Contact no. PAN GSTIN Customer E-mail Customer Address Pincode City State Country

Online Payments Report

This report provides detailed information of all the payments made by your customer online.
Step 1.
From the Report section, under Sales click on Online Payments option.

Step 2.

Select the date range or customize your date range by selecting Custom Range, then click on Export Reports .

Features	Descriptions
Sales Order No	Lists the unique number for the particular sale (e.g. SO-0000109)
Payment Date	Displays the date when the payment was made online.
Amount	Displays the amount of order
Charges(Includes PG Charges and Taxes)
Mode of Payment	Displays payment mode by which payment was done.
Transfer Status	Displays the status of payment, if it was transferred or not.
Transferred Date	Displays the date when the when the amount was transferred in your account
Transaction ID	Displays the transaction id of the transaction carried out for an order
Customer Name	Displays the name of the customer to whom the order belongs.
Customer Mobile No.	Displays the name of the mobile number of the customer
Customer Email Id	Displays the email id of the customer.

This feature is currently unavailable for mobile

Summary Report

Detailed Sales Report

Payment Pending Report

Staff-Wise Report

Product/Service-Wise Report

All Products/Services Report

Export For Tally Report

Cancelled Orders Report

Online Payments Report

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