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Know your Back Office Daily Sales Revenue Report
| Objective | This report aims to generate the Daily Sales Revenue Report which consists transaction details including Sales Invoice Number, Transaction Date and Time, Sales, VAT, Discount, Service Type and Channel, Payment Mode, Item and Modifier Sold and Buyer Information. This report only includes sales, no voided transactions. |
|---|---|
| User Access | Manager = Store Admin = can access own sales revenue only Brand = no access Enterprise = can access all locations' sales summary Super Admin = can access all accounts' sales summary |
| Date Filter Limit | None |
Filters
| Field / Button | Description | User Access |
|---|---|---|
| From Date | Starting POS Date | All Users |
| To Date | Ending POS Date | All Users |
| Account | Account Name | Super Admin |
| Location | Location Name | Enterprise, Super Admin |
| Payment Type | Payment Type used during transaction settlement | All Users |
| Order Type | Service Type of the transaction | All Users |
| Service Channel | Service Channel if the transaction is under Delivery service type | All Users |
| Terminal ID | The terminal ID of used POS device during transaction settlement | All Users |
| Cashier Name | The cashier name who processed the transaction settlement | All Users |
| Generate Summary | Generates the summarized version of the Daily Sales Revenue | All Users |
| Generate Detailed | Generates the detailed version of the Daily Sales Revenue, including Items and Modifiers sold and breakdown of payment types grouped by payment type | All Users |
Download
| File Format |
|---|
| xls |
| xlsx |
View Table Values
| View Table Column | Description |
|---|---|
| Location | Location Name |
| Date | POS Date when the transaction was placed |
| OR No | System-generated Sales Invoice Number of the transaction |
| Bill No | System-generated Bill Number of the transaction |
| Bill Time | Time when the transaction was billed (realtime) |
| Settle Date | Date when the transaction was settled (device date) |
| Settle Time | Time when the transaction was settled (device time) |
| Manual SI No | Manually encoded Sales Invoice # on the Buyer Information field |
| Terminal ID | Terminal ID of the device where transaction was settled |
| Cashier | Logged in user who settled the transaction |
| Discount Amount | Amount of the applied discount |
| VAT Adjustment | The VAT removed from Senior Citizen, PWD and Diplomat transactions |
| Tax Amount | 0 by default |
| VAT | Amount of VAT |
| Service Charge Amount | Amount of Service Charge |
| Net Sales | Sales excluding VAT and all deductions such as Discounts and VAT Adjustments |
| Gross Sales | Sales including VAT and all deductions such as Discounts and VAT Adjustments |
| GC Excess | The Return/Change Amount if the Customer paid more than the Amount Due using Gift Certificate or Voucher |
| Order Type | Service Type |
| Service Channel | Service Channel if it's under Delivery Service Type |
| Payment Type | Payment type or mode used for settlement |
| More Details | (outdated) Entered details on the Add Details field on POS |
| Customer TIN | (outdated) Entered TIN on the Buyer Information dialog on POS |
| Customer Name | (outdated) Entered Name on the Buyer Information dialog on POS |
| Customer Address | (outdated) Entered Address on the Buyer Information dialog on POS |
| Customer Business Style | (outdated) Entered Business Style on the Buyer Information dialog on POS |
| Modifiers (Detailed) | Modifier Names sold along with sold items |
| Item Details (Detailed) | Item Name of sold items |
| Payment Mode Breakdown (Detailed) | Payment type used and amount paid per payment type |
Future Enhancements
| Description | Target Deployment Date | |
|---|---|---|
| Daily Sales Revenue - Only show the Payment Modes applicable to the client | Currently, it shows all clients' payment modes |
Q4 2025 |
| (POS BO) Add a new column for VAT Adjustment on the DSR, BIR Sales Summary and Discount reports on the Back Office | Currently, VAT Adjustment column does not show on all Back Office Reports |
Q4 2025 |
| Daily Sales Revenue - Implement "All Locations" filter to show sales of all locations under the account | Currently, there's an "All Locations" option but not working |
|
| Daily Sales Revenue - Show Buyer Information | https://mosaic-solutions.atlassian.net/browse/PRD-188 |