How to view Sales Info Report in Adempiere Retail

A Sales Info Report provides a summary or detailed view of all sales transactions made within a specific time period.

User Access

Who Can Access

• Admin
• Back Office
• Purchase Manager
• Manager

What User Can Do

• View Daily/Monthly Sales
• Analyze Product Performance
• Check Customer Sales (if available)
• Monitor Sales by POS or Store Location
• Export or Share Report

Prerequisite Activities

• POS or Sales System Configuration
• User and Access Rights
• Tax and Discount Settings
• Ensure Real-Time or Daily Syncing

Business Rules

• Each Sale Must Include Item, Quantity, and Price
• Multiple Payment Modes Should Be Supported
• Returns and Refunds Must Be Tracked Separately
• Data Must Sync Before Reporting (if multi-location)

User Interface

STEP 1: To select a Sales Info Report.

STEP 2: To enter a Date invoiced.To click a start check box.To run the process.

STEP 3: Once to complete the process to show the report based on given parameter.

STEP 4: Sales ID– is a unique identifier assigned to a particular sales transaction or a sales record within a system, such as a customer relationship management (CRM) system, an enterprise resource planning (ERP) system, or an e-commerce platform. This identifier helps in tracking, managing, and referencing individual sales transactions.

Section ID-A unique identifier assigned to a particular section of a course or class. This ID helps in organizing and differentiating between various sections of a course.

Section Name– The title or name of that specific section within a course, usually indicating the subject matter or focus (e.g., “Introduction to Biology – Section A”).

Entry Date- typically refers to the date when a particular sales transaction or record was entered into the sales tracking system or database.

Counter– typically refers to a metric that tracks the number or frequency of specific events or transactions over a designated period.

Amount-The amount in sales info report generally refers to the total sales figures recorded within a specific report that summarizes sales performance over a certain period.

Status-typically refers to the current state or condition of a sales opportunity, order, or transaction within the sales process. The status helps sales teams, managers, and stakeholders understand where they stand in relation to their sales goals and objectives.

Changed-typically refers to an update in the condition or classification of a sale or transaction.