Kakaral User Guide
  • ERP System
    • How To Login with Email and Password
    • How To Login with One Time Password (OTP)
    • Multiple Session Access
    • Forgot Password
    • Dashboard
    • Overview
      • Add Project
        • Without appointment
        • With Appointment
    • Project
      • Add Reminder
      • Manage Project
      • Project Assignee
      • Appointments
      • Add Appointment
      • Project Details and Media Sharing
      • + Quotation
        • + Create Quotation
        • Add product in Quotation
        • Drag and Drop Products
        • Page Break
        • Duplicate
        • Discount and GST
        • Comment
        • Generate Invoice
        • Generate Purchase Order
        • Quotation PDF Sample
      • Invoices
        • Invoices List
          • Add Invoice payment
          • Void Payment
          • Generate Invoice from Quotation
          • Edit Invoice
          • Drag and Drop Products
          • View payment page
          • Invoice PDF Sample
      • PO List
        • Generate PO from Quotation
        • Generate PO from Invoice
        • Create PO from +Create PO
        • PO Bulk update
        • Create PO
        • Product Edit
        • Exclude Function
        • Warehouse Function
          • Generating Purchase order by selecting Supplier alone
          • Generating Purchase order by selecting Warehouse alone
          • Generating Purchase order by selecting both Supplier and Warehouse
        • Purchase Order PDF Sample
      • DO List
        • Generating Delivery Order (DO)
        • Delivery Order PDF Sample
      • Expenses
        • Expense PDF Sample
        • Edit or Delete Expense
      • Profit & Loss
      • Gallery
    • Quotation
    • Purchase Order
    • Invoice
    • Delivery Order
    • Accounting
    • Report
      • Client Statement
      • Invoice Reports
      • Sales Reports
    • Users
      • Add User
    • Company
      • + Add Company
    • Client
      • + Add Client
    • Supplier
      • + Add Supplier
    • Warehouse
      • + Add Warehouse
    • Employee
      • + Add Employee
    • Product
      • Add Product and Services
      • Product Category List
    • Inventory List
      • Update Inventory
      • Inventory Bulk Update
      • Inventory History
    • Settings
      • Company
      • Payment Method
      • Payment Terms
      • Prefix Settings
      • System Settings
    • Account
      • My Subscription
    • Logout
  • Mobile Apps (Android and iOS)
    • How To Login with Email and Password
    • How To Login with One Time Password (OTP)
    • Multiple Session Access
    • Forgot Password
    • My Menu
    • Dashboard
    • Overview
      • Add Project
        • Without appointment
        • With Appointment
    • Project
      • Add Reminder
      • Manage Project
      • Project Assignee
      • Appointments
      • Add Appointment
      • Project Details and Media Sharing
      • + Quotation
        • + Create Quotation
        • Add product in Quotation
        • Drag and Drop Products
        • Page Break
        • Duplicate
        • Discount and GST
        • Comment
        • Generate Invoice
        • Generate Purchase Order
        • Quotation PDF Sample
      • Invoices
        • Invoices List
          • Add Invoice payment
          • Void Payment
          • Generate Invoice from Quotation
          • Edit Invoice
          • Drag and Drop Products
          • View payment page
          • Invoice PDF Sample
      • PO List
        • Generate PO from Quotation
        • Generate PO from Invoice
        • Create PO from +Create PO
        • PO Bulk update
        • Create PO
        • Product Edit
        • Exclude Function
        • Warehouse Function
          • Generating Purchase order by selecting Supplier alone
          • Generating Purchase order by selecting Warehouse alone
          • Generating Purchase order by selecting both Supplier and Warehouse
        • Purchase Order PDF Sample
      • DO List
        • Generating Delivery Order (DO)
        • Delivery Order PDF Sample
      • Expenses
        • Expense PDF Sample
        • Edit or Delete Expense
      • Profit & Loss
      • Gallery
    • Quotation
    • Purchase Order
    • Invoice
    • Delivery Order
    • Accounting
    • Balance Sheet
    • Profit & Loss
    • Expense
    • Client Statement
    • Invoice Reports
    • Sales Reports
    • Users
      • Add User
    • Company
      • + Add Company
    • Client
      • + Add Client
    • Supplier
      • + Add Supplier
    • Warehouse
      • + Add Warehouse
    • Employee
      • + Add Employee
    • Product
      • Add Product and Services
      • Product Category List
    • Inventory List
      • Update Inventory
      • Inventory Bulk Update
      • Inventory History
    • Settings
      • Company Profile
      • Payment Method
      • Payment Terms
      • Prefix Settings
      • System Settings
    • Account
      • My Subscription
    • Logout
  • Mobile Apps (Contractor)
    • Login with Email and Password
    • Login via OTP
    • Measurement
    • Installation
    • Delivery
    • Others
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  1. Mobile Apps (Android and iOS)

Sales Reports

PreviousInvoice ReportsNextUsers

Last updated 2 years ago

All the sales of the company are listed in Sales Reports.

If the "Sales Report" is not found on the main menu, user can go to "Edit Shortcuts" on the main page and select the menu to be appeared on the main page.

· The Sales Report Dashboard displays Total No. of Sales, Total Expenses, Total Paid and Total Profit based on all admin or an individual.

· User can filter the data based on pre-set or custom date range.

· User can search for sales person for a particular period or time range. When click "All", a drop list of the sales personnel will appear.

Note: Only user assigned as Master Admin, Super Admin or Admin in "User" will appear on this drop down list.

· The Sales Report can be downloaded in Excel format by clicking the Download icon represented by a printer in the red circle.