View Item Sales Profit Report – Staff

Steps to View the Report

1. Click on the Reports menu.
2. Click Sales Reports.
3. From the Sales Reports page, select Item Sales Profit – Staff.

Before displaying the report, you can apply several filters:

• Date Range: Select the time period for which you want to analyze profits.
  • Last Month: Displays data for the last 30 days.
  • Last Year: Displays data for the past 12 months.
  • Custom: Click this option, then manually select the start and end dates in the adjacent fields.
• Item Group: Filter results to include only items belonging to a specific item group. You can search by name or code.
  • If no group is selected, the system will display the report for all items.
• Category: Filter results by item category.
  • If no category is selected, the report will include all categories.
• Brand: Filter results by item brand.
  • If no brand is selected, the report will include all brands.
• Staff: Select one or more staff members to view item profits related to the invoices they created. You can search by Name, Code, E-mail, Department, Branch, Country, etc.
  • If no staff member is selected, the report will include all staff.
• Branch: Select a specific branch to display profits for its sales only.
  • If no branch is selected, the report will include all branches.

After adjusting the filters, click Search, or click Clear Filter to return to the default settings.

You can also change how the report data is grouped by clicking the Group By button located above the table. Available grouping options include:

• Products
• Customer
• Employee
• Salesperson

You can click any column header to sort the results ascending or descending.

The report can also be printed by clicking Print, or exported through Export Options to the following formats:

• CSV
• Excel
• PDF

Report Columns

The table displays profit data using a two-level header:

• The first row shows the main column groups.
• The second row shows the detailed fields under each group.

The columns are organized as follows:

Staff

The name of the staff member who created the sales invoices and their refunds, with a link to view their details in the system.

Sales

Displays the sales made during the selected period, including:

• Quantity: Number of units sold along with the unit of measurement (e.g., kg, piece).
• Value: Total sales value.

Refunds

Displays refunded quantities during the selected period, including:

• Quantity: Number of refunded units.
• Value: Total value of refunds.

Net Sales

Sales after deducting refunds, including:

• Quantity: Net quantity (sold minus refunded).
• Value: Net sales value.

Total Cost

The total cost of the sold item units.
This value may appear negative if no cost price has been defined for the item.

Profit

The difference between Net Sales and Total Cost, including:

• Value: Profit amount.
• Percentage: The percentage of units that generated profit compared to the total quantities sold.

Profit percentage

Analyzes the profit margin from two perspectives:

• To Sales: Profit as a percentage of the total sales value (net profit margin).
• To Cost: Profit as a percentage of the total cost (return on cost).

At the bottom of the table, a Total row appears, summarizing the data for all staff members across the entire selected period.