How to View Sales Reports in Vatrix POS

The Sales Report lists every invoice and sales return between two
dates with its net value, and totals sales and returns for the period.
Use it for daily checks, month-end totals and to compare salesmen or
cashiers. Available in all editions: ERP, Laundry, Restaurant, Retail,
Retail 2nd Edition, Salon and Weigh Scale.

Before you start

• Your user needs the Reports permission (set in Admin → User
  Management).
• Invoices must be saved and approved; held invoices are not
  counted.

Steps

1. Open Reports → Sales Report. The SALES REPORT
   screen opens with today’s date in From and
   To. 
2. Set the From and To dates for the
   period you want.
3. Leave the filters at All Customer, All
   Sales Man, All User and All
   Location, or pick one value to narrow the report (for example
   one cashier under User).
4. Tick Including TAX if you want values with VAT;
   leave it clear for net-of-VAT figures.
5. Click Generate Report. The grid fills with one row
   per document: Code, Customer Name, Date, Sales Value, Sales Return Value
   and Net Total. 
6. Read the totals at the bottom: Total Sales,
   Total Sales Return and the net.
7. Click TO Excel to save the report, or
   Print for a paper copy.
8. Click Clear to reset the filters and run another
   period.

Check it worked

The Total Sales for one day should match the Day Closing Report for
the same date (Reports → Day Closing Report).

Common problems

• Report is empty → the date range is wrong, or the user filter is set
  to a cashier with no sales that day. Click Clear and try again.
• Totals differ from the cash counted → sales returns and credit
  invoices are included. Use the Settlement Report for cash, card and
  credit split.
• Cannot open the report → Reports permission is off for your
  user.

Video

FAQ

Can I see item-level details? Use Reports →
Item Wise Sales Report for quantities per item.

Can I see the report on my phone? Yes, with Mobile
Access enabled in Admin → Mobile Access Settings.

Does it include all branches? Yes when Location is
set to All Location; choose one location to see a single store.

Need help?

WhatsApp +971 50 428 2953 · sales@vatrixerp.com · 9:30 am–9:30
pm.