In this guide, we're breaking down Dizlog's Sales Overview, a tool that helps businesses understand their sales better. Think of it as a detailed snapshot of both in-store and online transactions. It gives you a quick look at things like how much you sold, the ways customers paid, top-selling items, discounts, who's contributing, and taxes. It's like a magnifying glass for your sales data, helping you make smarter decisions for your business. Dive in to explore how this feature can make your business analysis simpler and more insightful.
💡 To view Sales Overview, click on Accounting Reports dropdown and select "📈 Sales Overview"
💡 You can filter by Selecting Location, Start and End Date for the Coverage.
There are different Overview or Reports you can choose from:
The Summary tab is a vital tool that provides a comprehensive overview of sales activity. It allows business owners and managers to quickly access important data, such as gross sales, total discount amount, Net sales, Tax amount and total collected amount.
Here's some details about the data you can see on the Summary tab.
Gross Sales - this is the total amount of the items/services purchased on your business. Note that this only computes the value of the items/services you've set.
Refund - sales refers to a financial transaction where a customer returns a previously purchased product or service and receives a reimbursement of the amount they originally paid.
Discounts - this is the total amount of the discounts applied/used on checkout
Pay Outs - refer to the disbursement of funds from the cash register or cash drawer to cover various expenses or cash needs.
Net Sales - this is the amount difference from your total Gross sales and Discounts
Tax - this is the total amount of taxes billed to your customers during checkout
Total Tendered - this is the sum of the amount of your Net Sales and Tax
Cost - refers to the expenses incurred in the process of generating sales or providing goods and services to customers.
Gross Profit - Total profit earns after subtracting the direct costs associated with producing or acquiring the goods or services that were sold during a specific period
Net Profit - Represents the final amount of money a company earns or loses during a specific period after deducting all expenses, including operating costs, interest, taxes, and any other non-operating expenses.
The Payment Methods tab is a crucial feature that allows businesses to track the different payment methods used by customers. This tab provides valuable insights into the types of payments customers prefer and helps businesses identify areas where they can optimize their payment processing.
You would see 3 different payment methods summary on this page
Cash – when sale is paid through cash
Online – when sale is paid through available online payment channels
Pay Later – when sale is made through credit terms
Invoice - when sale is made through Invoice
Credit Cards - when sale is made through Credit Cards
E-Wallet - when sale is made through different type of E-Wallet
💡 You have option to download this page by clicking on the ⬇️ Arrow down, PDF icon or print it by clicking on the 🖨️Printer icon.
The Item Sales tab provides valuable insights into the performance of individual products. By tracking the sales of each product, businesses can identify their top-selling items and make data-driven decisions to optimize their product offerings.
💡The table is automatically filtered such that the largest total sale appears at the top.
This shows you item details such as:
Name - displays the name of the item/service.
SKU - shows the unique code for the item/service
Product Type- identifies the inventory type to which the item/service belongs.
Total Sold - displays the total number of times the item/service was purchased.
Total Sales - displays the total number of items/services sold.
💡 You have option to download this page by clicking on the ⬇️ Arrow down, PDF icon or print it by clicking on the 🖨️Printer icon.
The Category Sales tab is a useful tool for businesses that sell products across multiple categories. By tracking sales performance by category, businesses can identify their top-performing product categories and optimize their product offerings to maximize revenue.
This shows you item details such as:
Name - displays the name of the category
Sold - indicates the total number of times the item/service in the specified category was purchased.
Revenue - shows the overall amount of money or earnings earned by the category.
💡 You have option to download this page by clicking on the ⬇️ Arrow down, PDF icon or print it by clicking on the 🖨️Printer icon.
The Discount summary tab is a useful tool that provides businesses with insights into the discounts applied to sales transactions. By tracking discounts, businesses can understand their impact on revenue and make data-driven decisions about their discounting strategy.
This shows you item details such as:
Name
Discount
Transaction Count
Total Discount
💡 You have option to download this page by clicking on the ⬇️ Arrow down, PDF icon or print it by clicking on the 🖨️Printer icon.
The Tax summary is an important feature that provides businesses with insights into the taxes collected on sales transactions. By tracking tax data, businesses can ensure that they are compliant with tax regulations and make data-driven decisions about their pricing strategy.
This shows you item details such as:
Order Number - shows the order/receipt number.
Total Amount - shows the total value of the order or purchase.
Tax Collected - displays the total amount of tax collected per order or transaction.
💡 You have option to download this page by clicking on the ⬇️ Arrow down, PDF icon or print it by clicking on the 🖨️Printer icon.
In the world of retail, point of sale (POS) systems have become an integral tool for managing sales and inventory. One important feature of these systems is the ability to generate sales reports that provide valuable insights into business performance. One such report is the Collected by tab on POS sales overview, which provides a breakdown of sales by individual cashiers.
This shows you details such as:
Name - shows the name of the Cashier
Number of Transactions - total number of transactions made by the cashier in POS
Total Collected - is used for employee commission
💡 You have option to download this page by clicking on the ⬇️ Arrow down icon or print it by clicking on the 🖨️Printer icon.
Tap the "Point of Sale" option in the main menu.
Open a Cash Register
Tap "More" icon, which is located at the bottom right corner then " Sales Overview"
It will direct you to web browser and reviewing of Sales Overview will be exactly the same as above.
