Sales Report
The Sales Report gives you a comprehensive breakdown of your sales data. It has five tabs: Overview, By Date, By Item, By Customer, and By Till (salesperson).Overview Tab
A summary dashboard showing sales by payment mode (Cash, UPI, Card, Due, and custom tenders), due collections cleared, vendor payments, and refunds — all broken down by payment method with totals.
By Date Tab
A detailed table of every invoice in the selected period with invoice number, customer, payment mode, status, sales amount, paid, and due. Includes due-cleared payments as a separate section.
By Item Tab
See which products sold the most. Each row shows the product name, invoice count, quantity sold, and total sales amount. Sortable and exportable.
By Customer Tab
Sales grouped by customer showing invoice count, total sales, paid amount, and due amount. Helps identify your top customers.
By Till Tab
Sales grouped by till user (salesperson) showing invoice count, total sales, paid, and due. Useful for performance tracking across multiple tills.
Export to CSV
Each tab has its own CSV export button. The export includes all columns and respects the active date range filter.
Payment Summary
The Payment Summary report provides detailed payment analytics across five tabs: By Date, By Mode, By Customer, Customer Balance, and Vendor Payments.By Date
Every payment transaction listed chronologically with invoice number, invoice date, payment date, customer name, payment mode, and amount. Paginated for large datasets.
By Mode
Payments grouped by payment method (Cash, UPI, Card, etc.) showing payment count and total amount for each mode. Quick way to see your payment mix.
By Customer
Payments grouped by customer showing payment count and total amount. Identifies which customers are paying the most.
Customer Balance
An aging report showing each customer’s total due, old balance, combined balance, invoice count, oldest invoice date, and aging label (Current, 30 days, 60 days, 90+ days). Filter by a specific as-of date.
Vendor Payments
A dedicated sub-report showing all payments made to vendors with bill number, vendor name, payment date, mode, and amount.
Inventory Report
The Inventory Report provides four views of your product data: Stock Levels, Profit Margin Analysis, Profit by Date Range, and Expiry Tracking.Stock Levels
View every product with current stock quantity, selling price, cost price, MRP, unit, and total stock value (stock × cost). Filter by category and search by name. Export to CSV.
Profit Margin Analysis
See the profit margin for every product: selling price, cost price, MRP, profit per unit, profit margin percentage, stock quantity, and potential profit (margin × stock). Sort by margin or potential profit.
Profit by Date Range
Analyze actual profit from sales over a date range. Each product shows total quantity sold, total revenue, average selling and cost prices, total profit, and profit margin. Filter by category.
Expiry Tracking
Track products approaching or past their expiry dates. Shows product name, expiry date, quantity, associated bills, vendors, and an aging bucket (Expired, Within 30 days, Within 90 days, etc.).
Day End Report
The Day End report tracks cash sessions — from opening the till to closing it at the end of the day. It provides a complete audit trail of cash flow, denominations, float events, and variance analysis.Cash Session List
View all cash sessions in a table with device ID, opened by, opened at, opening balance, closed by, closed at, expected cash, counted cash, and variance. Filter by date range.
Session Detail & Audit
Click any session to see a full audit breakdown: opening balance, cash invoice sales, outstanding collections, vendor payments, credit note refunds, float added, expected cash, counted cash, and variance. Each category links to the underlying transactions.
Denomination Tracking
Both opening and closing counts can include denomination breakdowns (coins and notes). Float events also track denominations. This helps identify counting errors.
Export to CSV
Export the session list to CSV for accounting records. The export includes all session fields and respects the date range filter.
Employee Hours
The Employee Hours report tracks how long each employee worked based on their till login and logout sessions. It provides daily breakdowns, session details, and employee totals.Daily Breakdown
Sessions are grouped by date. Each day shows total employees, total sessions, and total hours worked. Click a date to expand and see individual employee sessions.
Employee Session Details
For each employee on each day: device ID, number of sessions, first login time, last logout time, total hours worked, and individual session start/end times with durations.
Employee Totals
A summary table showing each employee’s total days worked, total sessions, total hours, and average hours per day over the selected period.
Date Range Filter
Filter by date range with presets (This Week, This Month, etc.). The report is generated on demand — click “Generate” to run.
Profit & Loss
The Profit & Loss report gives you a complete financial picture for any date range. It follows a standard P&L structure: Revenue → Gross Profit → Operating Profit → Net Profit.Revenue Section
Shows total sales, invoice count, refunds, and net revenue (sales minus refunds).
Cost of Goods Sold
The total cost of goods sold based on product cost prices and quantities sold. Gross profit and gross margin are calculated automatically.
Operating Expenses
Total operating expenses broken down by category (Rent, Utilities, Salaries, etc.). Each category shows its amount. Operating profit is gross profit minus expenses.
Net Profit
The bottom line: net profit after deducting write-offs from operating profit. Net margin percentage is displayed alongside.
Export to CSV
Export the full P&L report to CSV for your accountant or financial records.
Date Range Filter
Select any date range with presets. The report is generated on demand for accurate, real-time calculations.
Write-Offs Report
The Write-Offs report tracks all invoices that have been marked as uncollectable. It helps you monitor bad debt and understand write-off patterns.Summary Stats
Three key metrics: total write-off count, total written-off amount, and total original invoice amount. Helps you see the scale of uncollectable debt.
Write-Off Table
Each row shows the invoice number, customer name, original invoice total, paid amount, written-off amount, write-off date, written-off by (user), and the reason provided.
Date Range Filter
Filter write-offs by date range with presets. The report is generated on demand.
Loyalty Report
The Loyalty Report shows customer loyalty point activity — points earned, redeemed, and current balances. Use it to monitor your loyalty program’s engagement and effectiveness.Customer Points Table
A table of all customers with loyalty activity showing customer name, points earned, points redeemed, current balance, and last activity date.
Search & Sort
Search by customer name or ID. Sort by balance (high/low), points earned (high/low), or name. Pagination supports 10, 20, or 50 rows.
Date Range Filter
Filter loyalty activity by date range to see points earned and redeemed within a specific period.
Smart Match
Smart Match is a bank reconciliation tool. Upload your bank statement and the system automatically matches transactions against your invoices, helping you identify discrepancies and reconcile accounts.Upload Statement
Upload a bank statement file (CSV or Excel). The system parses the file and detects columns automatically.
Column Mapping
Map your bank statement columns to the required fields: date, amount (or debit/credit), description, reference, and type. The system auto-detects common formats.
Auto-Matching
The system matches bank transactions to invoices based on amount, date proximity, and reference numbers. Configure tolerance settings: amount tolerance, date tolerance (days), and whether reference matching is required.
Match Results
Results are displayed in three sections: Matched (bank transaction paired with invoice), Unmatched Statements (bank transactions with no matching invoice), and Unmatched Invoices (invoices with no matching bank transaction).
Export Results
Export the match results to CSV or Excel for further analysis or to share with your accountant.