Sales Order Summary Report

Sales Order Summary Report provides an overview or summary of sales orders within a specific period.

To generate Sales Order Summary report, here are the steps for you follow:

1. Go to Sales modules: Navigate to Sales modules, then select Accounts Receivable.

2. Click Customer Advances: Under the menus from Accounts Receivable, look for Sales Order Summary Report  then click the menu to navigate.

3.  Select Start and End Date: Provide an exact date you want to generate a report by clicking on the Start Date and End Date.

4. Select a Branch (if needed): By default, the value of the Branch field is based on your login branch.

5. Report is automatically generated in list: After providing the Date as of and the Branch, the report will automatically generated on list.

Sample Data

6. Download report in excel file(if needed): If you want to download the report in excel file, look for the Functions button then click the Download Data menu. An excel file will automatically download.

Sales Order Detail Report

Sales Order Detail Report provides individual Sales Orders, typically listing each other separately along with detailed information. These include specifics such as Sales Order number, Customer Name, Sales Order Date, and Sales Order Line Items, Discount, Quantity and Total Amounts.

To generate Sales Order Detail report, here are the steps for you follow:

1. Go to Sales modules: Navigate to Sales modules, then select Accounts Receivable.

2. Click Sales Order Detail Report: Under the menus from Accounts Receivable, look for Sales Order Detail Report  then click the menu to navigate.

3.  Select Start and End Date: Provide an exact date you want to generate a report by clicking on the Start Date and End Date.

4. Select a Branch (if needed): By default, the value of the Branch field is based on your login branch.

5. PDF Report is automatically generated: After providing the Date as of and the Branch, the PDF Report will automatically generated.

Sample Printout

6. Download PDF (if needed): If you want to download the pdf, look for the download icon then click.

7. Print PDF (if needed):  If you want to print the pdf, look for the print icon then click.

Sales Invoice Summary Report

Sales Order Summary Report provides an overview or summary of sales invoice within a specific period.

To generate Sales Invoice Summary report, here are the steps for you follow:

1. Go to Sales modules: Navigate to Sales modules, then select Accounts Receivable.

2. Click Sales Invoice Summary Report: Under the menus from Accounts Receivable, look for Sales Invoice Summary Report  then click the menu to navigate.

3.  Select Start and End Date: Provide an exact date you want to generate a report by clicking on the Start Date and End Date.

4. Select a Branch (if needed): By default, the value of the Branch field is based on your login branch.

5. Click Print button to generate PDF Report: Look for the Print button then click to generate the pdf report.

Sample Printout

6. Download PDF (if needed): If you want to download the pdf, look for the download icon then click.

7. Print PDF (if needed):  If you want to print the pdf, look for the print icon then click.

Sales Invoice Detail Report

Sales Invoice Detail Report provides individual Sales Invoices, typically listing each other separately along with detailed information. These include specifics such as Sales Invoice number, Customer Name, Sales Invoice Date, Sales Invoice Line Items, Discount, Price ,Quantity and Total Amounts.

To generate Sales Invoice Detail report, here are the steps for you follow:

1. Go to Sales modules: Navigate to Sales modules, then select Accounts Receivable.

2. Click Sales Invoice Detail Report: Under the menus from Accounts Receivable, look for Sales Invoice Detail Report  then click the menu to navigate.

3.  Select Start and End Date: Provide an exact date you want to generate a report by clicking on the Start Date and End Date.

4. Select a Branch (if needed): By default, the value of the Branch field is based on your login branch.

5. PDF Report is automatically generated: After providing the Start and End Date and the Branch, the PDF Report will automatically generated.

Sample Printout

6. Download PDF (if needed): If you want to download the pdf, look for the download icon then click.

7. Print PDF (if needed):  If you want to print the pdf, look for the print icon then click.

Collection Summary Report

Collection Summary Report provides an overview of the collections from customers made within a specific period. It includes a total amount collected and the collection number. It offers a general summary of overall collection activity without detailed breakdowns.

To generate Collection Summary report, here are the steps for you follow:

1. Go to Sales modules: Navigate to Sales modules, then select Accounts Receivable.

2. Click Collection Summary Report : Under the menus from Accounts Receivable, look for Collection Summary Report  then click the menu to navigate.

3.  Select Start and End Date: Provide an exact date you want to generate a report by clicking on the Start Date and End Date.

4. Select a Branch (if needed): By default, the value of the Branch field is based on your login branch.

5. PDF Report is automatically generated: After providing the Date as of and the Branch, the PDF Report will automatically generated.

Sample Printout

6. Download PDF (if needed): If you want to download the pdf, look for the download icon then click.

7. Print PDF (if needed):  If you want to print the pdf, look for the print icon then click.

Collection Summary by PayType Report

Collection Summary by PayType Report focuses on categorizing collections based on different payment methods or types. It provides breakdown of collections by payment type such as cash, credit card, check, etc.

To generate Collection Summary by PayType report, here are the steps for you follow:

1. Go to Sales modules: Navigate to Sales modules, then select Accounts Receivable.

2. Click Collection Summary by PayType Report: Under the menus from Accounts Receivable, look for Collection Summary by PayType Report  then click the menu to navigate.

3.  Select Start and End Date: Provide an exact date you want to generate a report by clicking on the Start Date and End Date.

4. Select a Branch (if needed): By default, the value of the Branch field is based on your login branch.

5. Select a PayType: By default, the value of the Pay Type is ALL which means the report will display based on all pay types available. If you want to view a report per pay type, select the correct pay type on the Pay Type field.

6. Report is automatically generated in list: After providing the start and end date, the report will automatically be generated on list.

Sample Report

7. Download report in excel file(if needed): If you want to download the report in excel file, look for the Functions button then click the Download Data menu. An excel file will automatically download.

Collection Detail Report

Collection Detail Report offers a detailed view of individual collection transactions. It includes specifics such as collection date, customer name, payment amount, collection number, etc.

To generate Collection Detail report, here are the steps for you follow:

1. Go to Sales modules: Navigate to Sales modules, then select Accounts Receivable.

2. Click Collection Detail Report: Under the menus from Accounts Receivable, look for Collection Detail Report  then click the menu to navigate.

3.  Select Start and End Date: Provide an exact date you want to generate a report by clicking on the Start Date and End Date.

4. Select a Branch (if needed): By default, the value of the Branch field is based on your login branch.

5. PDF Report is automatically generated: After providing the Date as of and the Branch, the PDF Report will automatically generated.

Sample Printout

6. Download PDF (if needed): If you want to download the pdf, look for the download icon then click.

7. Print PDF (if needed):  If you want to print the pdf, look for the print icon then click.

Customer Journal

Customer Journal report is a report wherein the user can see the Customer’s Journal which includes the Branch, the Document number, the debit, the credit etc. within specified date range.

To generate Customer Journal, here are the steps to follow:

1. Go to Sales
2. Select Accounts Receivable
3. Click Customer Journal
4. Enter Start and End Date
5. Select the Customer
6. Printing and PDF download are also available

Sold Item Per Batch Report

Sold Item per Batch Report is a report wherein the user can view, download in PDF or even print the report which shows the Sold SKU, Barcode, Item Description etc. per Batch up to date.

To generate Sold Item per Batch Report, here are the steps to follow:

1. Go to Sales
2. Select Accounts Receivable
3. Click Sold Item per Batch Report
4. Select Date as of
5. Select the Branch
6. Printing and PDF download are also available

Top Selling Item

Top Selling Item is a report wherein the user can check the top selling item they have, the report shows 10 top selling items based on the date range the user enters

To generate Top Selling Item, here are the steps to follow:

1. Go to Sales
2. Select Accounts Receivable
3. Click Top Selling Item
4. Enter Start and End Date
5. Download the report (optional)

Top Selling Branch

Top Selling Branch is a report wherein the user can check the top selling branch they have, the report shows 1 top selling branch based on the date range the user enters.

To generate Top Selling Branch, here are the steps to follow:

1. Go to Sales
2. Select Accounts Receivable
3. Click Top Selling Item
4. Enter Start and End Date
5. Download the report (optional)