Reports
Use reports to view your company and financial information at a glance.
FINANCIAL
Detailed lists for you to review, or export and
analyze...
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$get_permission_read = permission('profit_analysis', 'read');
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@php
$get_permission_full = permission('profit_analysis', 'full-permission');
$get_permission_read = permission('profit_analysis', 'read');
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Profit
Analysis
How much I earned from
each invoices?
Shows sales invoices
with cost and profit for the selected
date
Profit &
Loss
Is it profit or
loss?
Shows Profit or
Loss
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$get_permission_full = permission('profit_analysis', 'full-permission');
$get_permission_read = permission('profit_analysis', 'read');
@endphp
@if ($get_permission_full || $get_permission_read)
@endif
Cashflow
Cash In and Out
Shows Cashflow
Report
SALES
Detailed lists for you to review, or
export and analyze.
@php
$get_permission_full = permission('aged_receivables', 'full-permission');
$get_permission_read = permission('aged_receivables', 'read');
@endphp
@if ($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission('invoice_statement', 'full-permission');
$get_permission_read = permission('invoice_statement', 'read');
@endphp
@if ($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission('customer_list', 'full-permission');
$get_permission_read = permission('customer_list', 'read');
@endphp
@if ($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission('sales_invoices', 'full-permission');
$get_permission_read = permission('sales_invoices', 'read');
@endphp
@if ($get_permission_full || $get_permission_read)
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@php
$get_permission_full = permission('terminal_sales_report', 'full-permission');
$get_permission_read = permission('terminal_sales_report', 'read');
@endphp
@if ($get_permission_full || $get_permission_read)
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@php
$get_permission_full = permission('periods_sales', 'full-permission');
$get_permission_read = permission('periods_sales', 'read');
@endphp
@if ($get_permission_full || $get_permission_read)
@endif
Aged Receivables
How much others owe
me?
Shows all the amount
to be received for the selected date
Invoice Statement
How much amount was paid
against each sales invoices?
Shows all the
transactions of a sales invoice for the selected
date
Customer list
Who are my
customers?
Shows your customers
with contact details and YTD balances
Sales
invoices
What are my sales, and
discounts given to customers ?
Shows a consolidated
list
of invoices within a date range with discount
and
tax information.
Terminal Sales
Report
How much I earned each
day from POS
Shows sales invoices
for the selected date.
Periods
Sales
How much is the total
sales for each day?
Shows the sales
details with the cost and profit for the
selected date.
Member Rank Report
How much sales from each
payment method?
Shows all sales with
received and balance amount to be received for the
selected date.
Shows all returns .
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$get_permission_full = permission('customer_statement', 'full-permission');
$get_permission_read = permission('customer_statement', 'read');
@endphp
@if ($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission('receivables', 'full-permission');
$get_permission_read = permission('receivables', 'read');
@endphp
@if ($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission('income_by_contact', 'full-permission');
$get_permission_read = permission('income_by_contact', 'read');
@endphp
@if ($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission('sales_analysis', 'full-permission');
$get_permission_read = permission('sales_analysis', 'read');
@endphp
@if ($get_permission_full || $get_permission_read)
@endif
@php
$get_permission_full = permission('sales_partner_report', 'full-permission');
$get_permission_read = permission('sales_partner_report', 'read');
@endphp
@if ($get_permission_full || $get_permission_read)
@endif
Customer
Statement
How much is the
outstanding
against my customers?
Shows all the
transactions
of the customer for the selected date
Receivables
How much is the total
amount
to be received?
Shows the
receivable
accounts for the selected date
Income by
Contact
How much I earned
from each customer?
Shows the net
amount and profit of each invoice for the
selected date
Sales
Analysis
How much I earned
from each category/product?
Shows all the
invoices for the selected date.
Sales Partner
Report
How much sales from
each payment method?
Shows all sales
with received and balance amount to be
received for the selected date.
Member Statement
Report
How much sales from each
payment method?
Shows all sales with
received and balance amount to be received for
the selected date.
Item Sales Rank
How much sales from each
payment method?
Shows all sales with
received and balance amount to be received for
the selected date.
PURCHASE
Detailed lists for you to review, or
export and analyze..
Aged Payables
How much money I Owe to
others ?
Shows the payable
accounts based on filter for a given date range.
Payables
How much money I Owe to
others ?
Shows the payable
accounts based on filter for a given date range.
Purchase invoice
statement
What are my buyings, and
discounts got from vendors?
Shows a consolidated
list of purchase invoices within a date range
with discount and tax information.
Supplier statement
How much is the
outstanding against a supplier?
Shows all the transactions recorded under a
vendor against a given date range.
Expenses by
contact
How much money I spent to
a supplier ?
Shows how much I spend against a supplier with
invoice details within a given date range.
Purchase
Invoices
What are my sales, and
discounts given to customers ?
Shows a consolidated
list of invoices within a date range with
discount and tax information.
Supplier list
Who all are my vendors
?
Shows your vendors in
Salesoft ERP with contact details and YTD
Balances.
STOCK
Detailed lists for you to review, or
export and analyze..
Stock Report
Stock related report (All products, ingredient,)
FLERRI
Detailed lists for you to review, or
export and analyze..
Order
Report
How many orders
completed
or rejected
Shows the flerri
orders based on filter for a given date
range.
INVENTORY REPORTS
Helps you to manage your inventory and
track stock movements.
Inventory items list
Which items do I have?
Shows all items with cost, stock and total value
Inventory summary
What is the movement of each item?
Shows all items with stock in & out, current stock and stock movement.
Stock Trail
How I track and inventory item?
This report shows the trail of the inventory item within a given date range.
TAX REPORTS
Helps you to manage your money and
understand your cash flow.
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DETAILED REPORTS
Detailed lists for you to review, or
export and analyze..