Item Sales Report by Employee

Steps to View the Report

1. Click on the “Reports” menu.
2. Click on “Sales Report“.
3. From the “Sales Reports” page, select “Item Sales by Employee.”
4. Before viewing the report, you can apply several filters:
   • Item: Filter results to include a specific item or a group of items only. You can search by name or product code.
     • If no item is selected, the system will display the report for all items.
   • Invoice Type: Filter results by document type. Available types include: Invoice, Returned Invoice, Debit Note, Credit Note.
     • If no type is selected, the system will show all types of documents.
   • Invoice Status: Filter results based on the status of the invoice.
     • If no status is selected, the report will display all statuses.
   • Category: Filter results by item category.
     • If no category is selected, the report will include all categories.
   • Warehouse: Filter results to include items from a specific warehouse only.
     • If no warehouse is selected, the system will show all warehouses.
   • Show Draft Items: Enable this option to include items from draft invoices in the report results.
   • Brand: Filter results by item brand. You can search by brand name.
     • If no brand is selected, the report will display all brands.
   • Clients: Filter results to include sales for a specific customer only. You can search by name, email, or phone number.
     •  If no client is selected, the report will include all clients.
   • Client Categories: Filter results by the client’s category.
     • If no category is selected, the report will include all categories.
   • Employee: Select one or more employees to display items related to invoices they created. You can search by name, code, email, department, branch, or country.
     • If no employee is selected, the system will display results for all employees.
   • Date Range: Select the period you want to analyze. Options include:
     • Last Week: The past 7 days.
     • Last Month: The past 30 days.
     • From Start of Month: From the first day of the current month to today.
     • Last Year: The past 12 months.
     • From Start of Year: From the first day of the current year to today.
     • Custom: Manually select the start and end dates in the adjacent fields.
   • Currency: Choose the currency in which you want to display the results. Options include:
     • All (in SAR): Display all sales converted to Saudi Riyals.
     • All (by Original Currency): Display sales grouped by the original invoice currency.
   • Order Source: Filter results by the platform or channel from which the orders originated.
     • If no source is selected, the report will include all sources.
   • Branch: Select one or more branches to display sales for them only.
     • If no branch is selected, the system will display all branches.
5. Once you have adjusted the filters, click “View Report” to update the results.
6. You can also change the grouping method by clicking the grouping button above the table. Available grouping options include: daily, weekly, monthly, yearly, item, category, client, brand, employee, or sales manager.
7. You can switch between “Summary” view to show totals for each item only, or “Details” view to display each invoice separately.
8. You can hide specific columns in the table by clicking “Settings,” selecting the columns you want to hide, and then clicking “Save Settings.”
9. You can print the report using “Print” or export it from “Export Options” to:
   • CSV
   • Excel
   • PDF
   • PDF (without chart)

2. Report Columns

The table displays item sales data grouped according to the selected grouping method (item, category, customer, etc.). If “Details” view is selected, each invoice’s data appears separately within each group. The columns are as follows:

• ID: The unique identifier of the item in the system.
• Name: The name of the item or product as registered in the system.
• Description: A short description of the item, if entered in the system.
• Product Code: The identifier code of the item used in the system.
• Date: The date of the invoice associated with this item.
• Employee: The name and system ID of the employee who created the invoice.
• Invoice: The invoice or document number (Invoice, Returned Invoice, Debit Note, Credit Note) with a direct link to view details.
• Client: The name of the client associated with the invoice, with a link to their profile in the system.
• Unit Price: The price at which a single unit of the item was sold to the client.
• Quantity: The number of units sold or returned. Negative values appear in a highlighted color for returned invoices or losses, and in another color for profit.
• Discount: The discount applied to the item in the invoice. Negative values appear for returned invoices.
• Taxes: The tax amount applied to this item. Negative values appear for returned invoices.
• Total: The net value of the item after applying discounts and taxes. Negative values appear in a highlighted color for losses or returned invoices.

At the bottom of each employee group, a subtotal row appears, summing total quantities, discounts, taxes, and totals for that employee. At the bottom of the table, a grand total row summarizes the data for all employees over the selected period.