Viewing the Monthly Product Sales Report

The monthly product sales report displays all sales invoices, segmented monthly, based on the period defined while generating the report.

Steps to view the Monthly Product Sales Report

1. Click on the “Reports” menu.
2. Click on “Sales Reports“
3. From the “Sales Reports” page, select the “Monthly Product Sales” report.
   1. Select “Details” to view the data for each invoice separately.
   2. Select “Summary” to view the total amounts of invoice transactions for the specified period.
4. After displaying the report, you can apply several additional filters, which are:
   • Item: Choose the product for which you want to display sales in the report, or you can view the report for all products.
   • Invoice: Specify the type of transactions you want to display for each product, whether Sales Invoice, Refund Receipt, or All.
   • Invoice Status: Select the manual status for invoices or all statuses you want the report to display.
   • Category: Select a specific category or all categories for which you want to display the report.
   • Store: Select the warehouse you want to display the transactions for only, or select “All” to display transactions for all warehouses.
   • Brand: Select the brand you want to display the transactions for only, or select “All Brands” to display transactions for all brands.
   • Client: Choose the client you want to display the sales report for.
     • If no specific client is chosen, the system will display the report for all clients.
   • Staff: Select a specific user or all users for whom you want to display the report on invoices added through them.
   • Date Range: You can use this field to specify the start and end of the period you want to report on.
   • Currency: Select the currency in which you want to display the report.
   • Branch: Select one or more branches to display the sales report for their invoices.
5. As soon as you modify the filters, click on “Show Report“.
6. You can print the report from “Print” or export it to a CSV or EXCEL or PDF file from the export options.

Note: You can change the report view mode from displaying monthly product sales to displaying daily, weekly, by category, by brand, by item, or by client through the “Monthly” field located below the filter selectors.