{"id":13219,"date":"2025-02-28T04:54:03","date_gmt":"2025-02-28T04:54:03","guid":{"rendered":"https:\/\/jaldi.store\/?p=11885"},"modified":"2026-09-03T08:46:43","modified_gmt":"2026-09-03T08:46:43","slug":"how-to-view-summary-of-sales-report-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-view-summary-of-sales-report-in-adempiere-retail\/","title":{"rendered":"How to view Summary of Sales Report in Adempiere Retail"},"content":{"rendered":"\n

A Summary of Sale Report<\/strong> provides a quick overview of total sales over a specific period.Shows total sales amount<\/strong> without detailed transaction data.<\/p>\n\n\n\n

User Access<\/strong><\/h2>\n\n\n\n

Who Can Access<\/strong><\/h3>\n\n\n\n
    \n
  • Admin<\/li>\n\n\n\n
  • Cashier<\/li>\n\n\n\n
  • Sales Manager<\/li>\n\n\n\n
  • Manager<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h3>\n\n\n\n
      \n
    • Quickly see total sales<\/li>\n\n\n\n
    • Compare sales performance<\/li>\n\n\n\n
    • Identify sales trends<\/li>\n<\/ul>\n\n\n\n

      Prerequisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Ensure all sales transactions<\/li>\n\n\n\n
      • Maintain consistent date and time entries<\/li>\n\n\n\n
      • Regularly update and clean sales data<\/li>\n\n\n\n
      • Schedule periodic data<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Include all valid sales transactions<\/li>\n\n\n\n
        • Exclude canceled or returned sales<\/li>\n\n\n\n
        • Use consistent time zones and date formats<\/li>\n\n\n\n
        • Ensure data is updated and synchronized<\/li>\n\n\n\n
        • Allow report generation only by authorized users.<\/li>\n\n\n\n
        • Reports should be generated in real-time or near real-time<\/li>\n<\/ul>\n\n\n\n

          User Interface<\/strong><\/h2>\n\n\n\n

          Step 1 : <\/strong>Select \u2018Summary of sales report(new)\u2019<\/strong> in Menu<\/strong> -> Sales reports<\/strong> > Cashier report<\/strong> > Summary of sales report(new)<\/strong> or Search Summary of sales report(new)<\/strong> in Lookup.<\/p>\n\n\n\n

          \"Tenthplanet-ADempiere-Report-Summary<\/figure>\n\n\n\n

          Step 2 :<\/strong> Select the date range and open the summary of the sales report(new).<\/p>\n\n\n\n

          \"Tenthplanet-ADempiere-Report-Summary<\/figure>\n\n\n\n

          Step 3 :<\/strong> To view a preview of the summary of the sales report(new).<\/p>\n\n\n\n

          \"Tenthplanet<\/figure>\n\n\n\n

          Date :<\/strong> Specify the time period covered by the report (e.g., “Sales data from January 1, 2024, to September 30, 2024”).<\/p>\n\n\n\n

          POS :<\/strong> In a summary of a sales report, including details about the Point of Sale (POS) system used can be helpful.<\/p>\n\n\n\n

          Sales Amount :<\/strong> When summarizing the sales amount in a sales report, you can present it clearly and effectively.<\/p>\n\n\n\n

          Cash :<\/strong> Clearly state the total cash<\/strong> sales amount for the reporting period<\/p>\n\n\n\n

          Voucher :<\/strong> Clearly state the total Voucher<\/strong> sales amount for the reporting period<\/p>\n\n\n\n

          Gift Voucher :<\/strong> Clearly state the total amount of gift vouchers<\/strong> sold during the reporting period<\/p>\n\n\n\n

          E-Voucher :<\/strong> Clearly state the total amount of E-vouchers<\/strong> sold during the reporting period<\/p>\n\n\n\n

          Loyalty Voucher :<\/strong> Clearly indicate the total value of loyalty vouchers<\/strong> redeemed during the same period.<\/p>\n\n\n\n

          UPI :<\/strong> State the total value of sales made through UPI<\/strong> during the reporting period.<\/p>\n\n\n\n

          Card :<\/strong> Clearly state the total amount of sales made via card<\/strong> payments during the reporting period,Provide a breakdown of sales by card type, if applicable (e.g., Credit card, Debit cards).<\/p>\n\n\n\n

          Bill discount :<\/strong> Clearly state the total value of discounts<\/strong> provided during the reporting period<\/p>\n\n\n\n

          Advance paid :<\/strong> Clearly state the total amount of advances<\/strong> paid during the reporting period<\/p>\n\n\n\n

          Parking Token :<\/strong> Clearly state the total value of parking tokens<\/strong> sold during the reporting period.<\/p>\n\n\n\n

          Credit sales :<\/strong> Clearly state the total amount of credit<\/strong> sales during the reporting period.<\/p>\n\n\n\n

          Bills :<\/strong> State the total number of bills<\/strong> processed by all cashiers during the reporting period.<\/p>\n","protected":false},"excerpt":{"rendered":"

          A Summary of Sale Report provides a quick overview of total sales over a specific period.Shows total sales amount without […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,90,83,31],"tags":[],"class_list":["post-13219","post","type-post","status-publish","format-standard","hentry","category-jaldi-super-store","category-adempiere-reports","category-adempiere-retail","category-jaldi-life-style"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13219","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=13219"}],"version-history":[{"count":8,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13219\/revisions"}],"predecessor-version":[{"id":25682,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/13219\/revisions\/25682"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=13219"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=13219"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=13219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}