Sale reports

Where

Reports → Sale Reports

Plan

All plans

Permission

Reporting → Sales Report

What each report gives you

Report	One row is	Plan
Sale Master Report	a product sold in the period, under nine headline tiles	Essential
Sales Summary Reports	nothing — 21 tiles only, runs by itself	Essential
Sale Detail Report	one line of one sale	Essential
Sales Payment Reports	one payment taken	Essential
Sales Payment Summary	one payment method	Essential
Outstanding Sales Reports	one unpaid sale	Standard
Sales by Category Reports	one category	Standard
Sales by User Reports	one cashier	Standard
Sales Trend Reports	one day	Growth
Top Selling Products Reports	one product, top 20	Growth
Sale Group Summary Reports	one branch	Growth
Sales by Customer Reports	one customer	Growth
Profit Margin Reports	one product	Growth
Backorder Aging Reports	one open backorder	Professional
Sale Contacts Reports	one registered customer	Professional
Repeat Customer Reports	one customer who bought twice or more	Professional

Your daily routine

If you only run one report a day, run Sales Summary Reports. It fills itself in as soon as you open it, needs no button, and gives you the whole day on tiles.

1. Go to Reports → Sale Reports → Sales Summary Reports.
2. Click the Today pill.
3. Click Run report.

Then Sales Payment Summary for what you took in cash, mobile money and card, and Outstanding Sales Reports for who still owes you.

Which sales are counted

Drafts and refunds are left out unless you ask for them

Out of the box every sales report counts completed sales and layaways only.

Use the Status chips in the filter bar to add Draft, Pending, Pending approval or Refunded — but be careful: once you tick Draft, unfinished tickets start counting as revenue.

Cancelled sales can never be included, on any report, however you set the filter. There is no chip for them and the server removes them.

Returns are netted off, so every report shows gross, returned and net side by side. Only completed returns count — a return still in draft reduces nothing.

Layaway money is shown but held back. A layaway counts in your gross and net revenue, but its value sits in a separate Reserved (deposit) column rather than in Recognised revenue, because the goods have not gone yet.

Profit and margin

The profit on these reports is not your real profit

Every profit and margin figure comes from the cost that was written on the sale ticket at the time of sale — not from what the stock actually cost you.

SaleSprint does work out the true cost from your purchase batches when a sale is posted, but it uses that figure only for your accounts. It is never written back to the sale, so the reports never see it.

Two things follow:

• Reports and your Profit & Loss will disagree about cost of sales, and the reports are the less reliable of the two.
• If a sale was rung up with no cost on the line, the profit shown is the entire selling price. Watch for products with suspiciously perfect margins.

Margin % does not equal profit ÷ revenue

On the Profit Margin report the printed margin percentage is worked out on a slightly different basis from the two columns beside it, so on any product with returns the percentage will not match your own division.

The Sale Master Report calculates its margin a third way, so the same product can show two different margins on two reports.

Traps worth knowing

Payments are counted on the day the money arrived, not the day of the sale. So Sales Payment Summary will not agree with the Paid tile on Sales Summary — they are answering different questions.

Refunds are not deducted from the payment reports. They are recorded on a separate document that no sales report reads, so the money you took looks higher than it was.

Outstanding Sales does not subtract returns from the balance. A sale that was returned in full but never refunded still shows the whole amount as owing. The Net column beside it is the one that accounts for the return.

Backorder Aging has no date filter — only location and customer — and its outstanding value is the only figure in the whole reports area that is not converted to your main currency.

Only some reports have a totals row. The Sale Master, Sale Detail, Payment and Outstanding reports total their money columns at the bottom. Sales by category, by user, by customer, trend, top products, group summary, contacts, repeat customer and profit margin do not. Nothing is missing — those reports simply do not add up their columns.

You cannot sort by a money or quantity column. Clicking those headings does nothing, on any report in SaleSprint.

Sale Contacts leaves out walk-ins, since it lists registered customers only. Sales by Customer collapses every walk-in sale into a single Walk-in row.

Missing labels

Eight of the 21 tiles on Sales Summary Reports have no English label and show their internal name instead: Net total, Total cost, Returned cost, Net cost, Recognised cost, Recognised profit, Reserved deposit and Reserved count.

On Sale Detail, a layaway’s Sale type cell reads sales.enum.saleType.layaway rather than Layaway.

Related

• Purchase reports
• Exporting a report
• Point of sale