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#Retail Sale & Stock#

Report Name

#Retail Sale & Stock#

Report Location

Retail\Register\

Report Type

Register

Report Description

This Report will display site item wise sale for a period and stock as per user given date.

Report Objective

The objective of this report is to analyze site item wise sale for a given period and stock as per given date. In the report Stock Qty. will be showing after subtracting Unsettled Sales (if any), and Sale Qty will be inclusive of Unsettled Sale. Also Transit Qty. as on date will be shown in this report, which will help the user to get the idea for item qty. still in transit. This Report will consider only Retail Sale no HO/Wholesale is considered.

Target Audience

Operations Manager, Store Manager, Sales Manager, Management

Selections

Name

Selection type

Objective

From Date

Single

Report to be shown based on sales happened for the period starts from this date

To Date

Single

Report to be shown based on sales happened for the period ends to this date

As On

Single

Report to be shown stock as per user given date.

Site Type

Single

User can select particular Site type selecting this option. If user wants to see only the Customer Owned Store Site(MS-CO-CM) types in the report, then this parameter should be selected as 'Customer Owned Store Site(MS-CO-CM)'. If user wants to see only the Organisation Owned Store Site(MS-OO-CM) types in the report, then this parameter should be selected as 'Organisation Owned Store Site(MS-OO-CM)'. If user wants to see only the Others(MS-CO-OM-TS) site types in the report, then this parameter should be selected as 'Others(MS-CO-OM-TS)'. If user wants to see all the Site type in the report, then this parameter should be selected as 'ALL'.

Site Name

Single

User can select particular site by this option. The list of the sites name is dependent on the selection of the above option ‘Site Type’

Division

Single

User can select particular Division selecting this option. If user wants to see all the Division in the report, then this parameter should be selected as 'ALL'

Section (for selected Division)

Single

User can select particular Section selecting this option. List of values for this parameter is dependent on Division Parameter. If user wants to see all the Section in the report, then this parameter should be selected as 'ALL'

Department (for selected Section)

Single

User can select particular Department selecting this option. List of values for this parameter is dependent on Section Parameter. If user wants to see all the Department in the report, then this parameter should be selected as 'ALL'

Show Sold Items Only

Single

User can select whether to show only sold items in the report or not. If the option is selected as ‘False’, data will show irrespective of sold items i.e. If the item is not sold but stock available then it will show in the report. If the option is selected as ‘True’, only sold items during the period will be shown in the report.

Dependencies

Sync to be done both from POS & HO end.

Alternative reports to validate

Sale Stock Analytic report, Sale Stock Generic report in POS Backoffice module

Sample Output