Reports
What you sold and what came back, what your stock is worth, and who owes you money — for any dates, one branch or the whole business.
Open the reports
Open Reports. At the top, choose:
- the Report — Sales, Stock value or Customer credit;
- the Scope — Whole business or One branch;
- the dates — 7 days, 30 days, 90 days, or Pick dates and set From and To.
Sales
- Rung up — what the bills came to.
- Came back — what was returned.
- Kept, after returns — what the shop actually kept.
- Average bill.
Below, see the figures By day or By month, and:
- What sold — each item's units, the money it brought in, its margin and how many came back;
- Who served — each person's bills, discounts and returns;
- Branches — each branch side by side, when you have more than one;
- Bought in — what you bought from suppliers in the same days.
Stock value
If your shop keeps stock figures: what everything on the shelf is worth Stock at cost (what you paid) and At selling price, the Margin still on the shelf between the two, and the items with Most money on the shelf — often the ones to sell before buying more. Needs attention counts what is running low and the batches going out of date soon.
Customer credit
Owed to the shop in total, and how long it has been owed: Up to 30 days, 31–60 days, 61–90 days, Over 90 days. Who owes the most lists the customers to call first. To see one customer's invoices and payments, send them a statement — see Credit customers and part payments.
Take the figures away
- CSV downloads the report as one file that opens in Excel — for your accountant.
- Print prints it as it is on the screen.