Sales Reports

SalesWorx comes with a set of reports. There are two types of reports; Sales reports and Stock reports.

Tap on ‘View Reports’ left pane to open reports screen.

Sales reports are available in the first tab in reports screen. By default, sales reports tab will be displayed when you open reports screen.

Names of the report will be displayed in the tiles.

Tapping on the tiles will open the corresponding report.

Sales Summary

Displays a summary of the sales transactions of customers.

Payment Summary

Displays a summary of payment transaction of customers.

Review Documents

Displays the documents created and allows their review.

Agency Trend

Displays the sales trend by agency.

Brand Trend

Displays the sales trend by brand.

Blocked Customers

Displays the customers whose operations are blocked.

Zero Billed Customers

Displays the customers who have not been billed in the current month.

Collection Report

Displays a summary of collections of customers.

Log Report

Shows all the documents created.