Sales and Customers

Accessing Sales and Customer Reports

1. In the side navigation bar, select the 'Reports' option.
   
   
   
   
2. Within the Reports section, locate the category of Sales and Customers. For example, you may find options such as Sales by Customer, Sales by Item, Sales Earning etc.
   
   
   
   
3. Click on the specific Sales report you wish to access. For instance, select 'Sales by Customer' among the available reports.
   
   
   
   
4. Set the date range for the report. You can choose a specific date, month, quarter, or year for the selected report.
   
   
   
   
5. Click the 'Apply' button to create the 'Sales by Customer' report based on the selected date range. The report will be displayed, presenting the relevant sales data.
   
   
   
   
6. In addition, you have the flexibility to export the report to Excel by a straightforward click on the Excel icon, or print a hard copy for record-keeping. Furthermore, you can download the report for offline access and printing, and if preferred, maximize the view for a more detailed examination.
   
   
   
   
7. Using a similar approach, you can access all other Sales and Customer reports, including Sales by Items, Sales earning, and Sales by Sales Person, with the same method of navigation and report generation.