Reports
Branch-wide financial reports live under the main Reports menu (not only inside POS). POS still has day/shift style reports for cashiers.
Common reports
Section titled “Common reports”| Report | What it answers |
|---|---|
| Sales / payments | Gross sales, tenders, paid vs due on credit |
| Expenses summary | Spend by category/period (voids excluded; refunds net out) |
| Profit & loss | Gross profit − net expenses ≈ operating profit |
| Purchase & sell | Combined sell activity with purchase cost side |
| Stock report | On-hand & available qty, unit cost, stock value (cost and retail) per item |
| Customers & suppliers | Sales/purchases and amount due, per customer or per supplier |
| Customer groups | Sales performance rolled up by customer group over a date range |
Credit sales in reports
Section titled “Credit sales in reports”Completed credit sales count as gross sales immediately. Total paid / due are collection figures — payment-mix (cash drawer) can disagree with gross sales by unpaid credit. Customer amount due explains AR.
Approved returns reduce figures; pending returns do not.
Stock report
Section titled “Stock report”Per-item snapshot of on-hand quantity, available quantity (on-hand minus reserved), unit cost, and stock value at both cost and retail price. Filter by warehouse; export to Excel or CSV.
Customers & suppliers
Section titled “Customers & suppliers”Two panels on one page:
- Customers — sale count, total sold, amount due, and loyalty points balance per customer.
- Suppliers — purchase count, total purchased, and amount due per supplier.
Each panel only shows if your role has the matching permission — you may see one without the other.
Customer groups
Section titled “Customer groups”Sales rolled up by customer group for a chosen date range: customer count, sale count, total, and average sale per customer. Useful for comparing how wholesale, retail, or VIP groups are performing against each other.
Permissions
Section titled “Permissions”If a report is missing, your role likely lacks reports permissions — ask an admin. Stock and supplier reports need inventory reports permission; sales, customers, and customer-group reports need POS reports permission.