Use Summary Report to View SO, INV, & more Effortlessly!
With our summary report module, you can instantly view various documents, including sales orders, invoices, quotations, and more for a specific sales agent! Plus, access daily sales and stock reports for improved tracking and decision-making.
A Quick Overview of Our Summary Report Module
What Can You Do With Our Summary Report Module?
Start by filtering the company and date to view a detailed table of sales agents. This table includes key documents such as invoices, sales orders, and other transaction details.
Once filtered, all the agent-related data will be displayed in the table. Click on any record to view the agent’s transaction history.
The transaction history will provide a comprehensive view of the agent's activities,. By clicking on the "Preview" button, the selected document can be instantly converted into a PDF.
The PDF will include all relevant details, such as item quantities, prices, customer information, and other transaction specifics, ensuring a complete and professional summary for your records.
How Our Summary Report Module Help Your Business?
Time-Saving Insights
A summary report provides a concise overview of all key transactions, eliminating the need to sift through multiple documents or systems, saving valuable time for your team.
Improved Decision-Making
With all critical information at a glance, decision-makers can quickly identify trends, address discrepancies, and make informed business decisions.
Data-Driven Forecasting
Summary reports offer a clear historical view of transactions, which can be used to predict future sales trends and set realistic targets.
Increased Productivity
With simplified access to critical information, employees can focus on strategic tasks instead of spending time searching for individual documents.
Additional Report for Your Daily Operations
Daily Sales Report
The Daily Sales Report offers a detailed breakdown of sales performance, including cash sales (categorized by cash, cheque, TBG, and e-wallet), credit sales, and credit notes, ensuring complete visibility of your daily revenue.
Daily Stock Report
The Daily Stock Report provides a quick overview of critical metrics, including today’s cash sales, credit sales, and credit notes, giving you precise insights into daily inventory movements and financial performance.
Looking for More Advanced Features to Scale Your Business?
Explore Other Key Features of SalesHero
Dashboard
Get in-depth insights into your sales performance with detailed analytics and reports. Monitor trends, track KPIs, and make data-driven decisions effortlessly.
Custom Price Rules
Easily set and manage different pricing tiers for the same product. Customize prices for wholesale, discounts, or individual customers to meet unique business needs
Check-In System
Track your field sales reps in real-time with ease. Monitor visits, verify client interactions, and ensure your team stays on schedule to increase overall sales productivity.
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