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.
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.
|
Export Sales Detailed Report ~ https://omni.alphatesting.jdseller.com/support/reports/sales
Export Sales Summary Report ~ https://omni.alphatesting.jdseller.com/support/reports/sales
Export Staff-wise Sales Report ~ https://omni.alphatesting.jdseller.com/support/reports/sales
Export Product/Service-wise Sales Report ~ https://omni.alphatesting.jdseller.com/support/reports/sales
Export Online Payment Report ~ https://omni.alphatesting.jdseller.com/support/reports/sales
Export Cancelled Order Report ~ https://omni.alphatesting.jdseller.com/support/reports/sales
Export Payable Report ~ https://omni.alphatesting.jdseller.com/support/reports/sales
How to download report for Cancelled Order? ~ https://omni.alphatesting.jdseller.com/support/reports/sales
Export Cancelled Order Report ~ https://omni.justdial.com/retail/support/reports/sales
Export Staff-wise Sales Report ~ https://omni.justdial.com/retail/support/reports/sales
Export Sales Detailed Report ~ https://omni.justdial.com/retail/support/reports/sales
Export Sales Summary Report ~ https://omni.justdial.com/retail/support/reports/sales
Export Online Payment Report ~ https://omni.justdial.com/retail/support/reports/sales
Export Product/Service-wise Sales Report ~ https://omni.justdial.com/retail/support/reports/sales
Export Credit/Debit Card Report ~ https://omni.justdial.com/retail/support/reports/sales