Step to generate Sales Book Report¶

Sales Book Report is used to view all sales transactions within a selected date range. It allows filtering by branch, user, customer, order mode, sales type, and terminal. The report can be viewed in summary or detailed format, and can be downloaded as Excel or PDF for analysis and record-keeping.¶

Steps to generate Purchase Book Report¶

1. Go to “Report” from the main menu.¶

2. Click on Sales Report¶

3. Click on Sales Book Report¶

4. Click the “Run” button to load the Sales Book Report.¶

5. Sales Book Report Loaded¶

6. Click on this icon, or press the F2 key to open the report filter¶

7. Apply filters to customize the report:
Date Range: Select the Start Date and End Date
Branch/User/Customer-wise: Choose the branch, user, or customer as needed
Report Options: Select Voucher-wise, Day-wise, or Month-wise reporting
Report Type: Choose Summary or Detailed
Additional Filters:
Order Mode: All, Takeaway, Delivery, or Dine-in
Sales Type: Retail, Wholesale, or Export
Terminal-wise: Select the terminal if required
After selecting the desired options, click Run to apply the filters and generate the Sales Book Report.¶

8. Click this icon or press F9 to save the report as an Excel sheet.¶

9. Choose the download format as either “Default” or “Minimal.”¶

10. Click this icon to save the report as PDF, or press [F7].¶

11. Click this icon to open the Report List, or press [Shift + Tab].¶

12. Choose the report name to view the report.¶

13. Click on highlight This is an additional feature in the Report section. Clicking it will display a search option popup.¶

14. “Searching Report Here” to find the report.¶