Reports
ERP provides a set of reports to analyze sales, purchases, receivables, payables, and stock. Use these reports for period-end closing, reconciliation, and business insights.
Report Types
Sales Register
Lists all sales transactions (invoices) in a selected date range. Shows invoice number, date, customer, amount, tax, and status. Use for sales analysis and reconciliation.
Receivables Ageing
Shows outstanding customer amounts grouped by age (e.g., 0–30 days, 31–60 days, 61–90 days, over 90 days). Helps track collections and identify overdue invoices.
Sales by Item
Breakdown of sales by item. Shows quantity sold, revenue, and percentage of total. Useful for product performance analysis.
Purchase Register
Lists all purchase transactions (bills) in a selected date range. Shows bill number, date, vendor, amount, tax, and status. Use for purchase analysis and reconciliation.
Payables Ageing
Shows outstanding vendor amounts grouped by age. Helps track payments due and manage cash flow.
Purchase by Item
Breakdown of purchases by item. Shows quantity purchased, cost, and percentage of total. Useful for spend analysis.
Stock Summary
Current stock levels by item and warehouse. Shows quantity on hand, unit, and optionally value. Use to verify availability and inventory valuation.
Stock Movement
All stock in/out movements in a date range. Shows transaction type (production, purchase, sale, transfer, adjustment), item, quantity, warehouse, and date. Use for audit and traceability.
How to Access and Filter Reports
Go to Reports in the ERP menu. Select the report you want. Most reports support:
- Date range — From and To dates to limit the period.
- Warehouse — Filter by warehouse (for stock reports).
- Item — Filter by specific item.
- Customer / Vendor — Filter by party (for sales/purchase reports).
How to Export Reports
Use the Export button on any report. Options typically include PDF (for printing) and Excel/CSV (for further analysis). Exported data respects the current filters.