Viewing the Yearly Product Sales Report

The yearly product sales report displays all sales invoices, segmented annually based on the period defined during the report view.

Steps to view the yearly Product Sales Report

1. Click on the “Reports” menu.
2. Click on “Sales Reports”
3. From the “Sales Reports” page, select the “Yearly 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 in the specified period.
4. After viewing the report, you can apply several additional filters, which are:
   • Item: Choose the product for which 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: Specify the manual status for invoices or all statuses for which to display the report.
   • Category: Select a specific category or all categories for which to display the report.
   • Store: Select the warehouse for which to display transactions only or select “All” to display transactions for all warehouses.
   • Brand: Select the brand for which to display transactions only or select “All Brands” to display transactions for all brands.
   • Client: Choose the client for which to display the sales report.
     • If no specific client is selected, the system will display the report for all clients.
   • Staff: Select a specific user or all users for which to display the report on invoices added by them.
   • Date Range: You can use this field to specify the start and end of the period for which to display the report.
   • Currency: Select the currency in which to display the report.
   • Branch: Select one or more branches to display the sales report for their invoices.
5. Once the filters are adjusted, 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 viewing by yearly product sales to viewing by daily, weekly, monthly sales, by category, by brand, by item, or by client through the “Yearly” field located below the filter selectors.