Let’s see each of the Reports.
Sale Summary Dashboard -
- The current month's order count is visible for tracking purposes.
- The total value of sales for the current month is visible for quick reference.
- The value of receipts generated in the current month is visible for easy tracking
- The Y-axis displays sales in Lakhs, while the X-axis represents sales data categorized by month.
- The Y-axis of the graph represents the number of orders (in hundreds), while the X-axis corresponds to sales data organized by month.
- By hovering the mouse over the Sales summary graph within this Dashboard, the Monthly sales Value is automatically displayed for convenient reference.
Sale Summary Report - The customer sales history is visible below, providing a detailed record of sales transactions with each customer.
- Under the Sale summary dashboard Report, we have the Sale Summary Report. If we click on the Sale Summary report, we will get the full Sale summary report on the page.
- Here, we can generate reports by selecting custom date ranges
- Also, see the report by choosing the Customer from the drop-down.
- We can also see the report by choosing the salesperson’s name from the Dropdown.
- We can also download the report in an excel format.
Sale register report - The sales history can be viewed both by customer and by product, offering insights into the sales performance with specific customers and products.
- If we click on the Sale GST Report option. GST-related reports are displayed on the open page.
- Here, we can generate reports by selecting custom date ranges.
- Also, we can see the report by choosing the Customer name from the drop-down list.
- We can also download the report in excel format.
Sale Gift Report - The report displays the customers who have met the minimum order value and are eligible for receiving gifts as per the criteria.
- If we click on the Sale Gift Report option, we will see the page below.
- Here, we can generate reports by selecting custom date ranges.
- Also, we can see the report by choosing the Customer name from the drop-down list.
SO From Customer - Here, we can see the total Sale Order from Customer reports.
- Here, we can generate reports by selecting custom date ranges.
- Also, we can see the report by choosing the Customer name from the drop-down list.
- We can also download the report in an excel format.
So from Customer Detail - Here, we can see the Sale Order from the Customer report and the details.
- If we select the SO From Customer Detail report below page will display.
- Here, we can generate reports by selecting custom date ranges.
- Also, we can see the report by choosing the Customer name from the drop-down list.
- We can also download the report in excel format.
GSTR1 - The Sales GSTR-1 Report is particularly beneficial for auditors and those involved in GST filing. It provides comprehensive information on sales taxable values, GST percentages, and HSN code details.
- If we select the GSTR1 report below page will display.
- Here, we can generate reports by selecting custom date ranges and more options.
- We can also download the report in excel format.
Credit Memo - When processing customer refunds, it is necessary to generate a Credit Memo. This report presents a comprehensive list of all Credit Memos issued to customers.
- If we select the Credit Memo report, the below page will display.
- Here, we can generate reports by selecting custom date ranges
- We can also download the report in excel format.
E-Invoice status - Within Autozilla POS, users can access a report showcasing the status and details of generated e-invoices.
- If we select the e-Invoice status report, the below page will display.
- Here, we can generate reports by selecting custom date ranges.
- We can also download the report in excel format.
B2B & B2C returns - Autozilla POS offers GST return reports for transactions involving both business-to-business (B2B) and business-to-consumer (B2C) interactions.
- Upon choosing the B2B and B2C return reports, the following page will be presented.
- Autozilla POS provides a unified report that enables users to conveniently access B2B, B2C, and credit note reports all within a single comprehensive report.
- Furthermore, users have the choice to download a solitary Excel file encompassing all the reports.
Autozilla POS presents information in a user-friendly format, facilitating straightforward comprehension and utilization by all team members. This capability empowers businesses to leverage data-driven insights, enhancing their operations and fostering growth.