| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 6664 |
| Technical Name |
sh_sale_reports |
| License | See License tab |
| Website | https://www.softhealer.com |
| Versions | 17.0 11.0 15.0 12.0 14.0 16.0 13.0 10.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 6664 |
| Technical Name |
sh_sale_reports |
| License | See License tab |
| Website | https://www.softhealer.com |
| Versions | 17.0 11.0 15.0 12.0 14.0 16.0 13.0 10.0 |
All in one sale report useful to provide different sales and invoice reports to do analysis. A sales analysis report shows the trends that occur in a company's sales volume over time. In its most basic form, a sales analysis report shows whether sales are increasing or declining. At any time during the fiscal year, sales managers may analyze the trends in the report to determine the best course of action. Sales reports are a record of sales activity over a particular period. These reports detail what reps have been up to, reveal whether the team is on track to meet its quota, and alert management to any potential issues.
Related Modules
All In One Purchase Reports Related
All In One POS Reports Related
All In One Sales & POS Reports Related
Features Of All In One Sales Reports
Generate Report For Single Company as well as Multi-Companies.
Multi-Company User can print a report of more than one company which assigned to the user.
Single Company User only allowed to print his/her own company report.
Analysis Tool: It's a fantastic tool for managers/salesperson to analyze sales, products, payments deploy.
11 Different Reports: Days Wise Product Sales Report, Sales Details Report, Sale Report by Salesperson, Invoice Payment Report, Top Customer, Top Selling Product Customer, Sales Analysis Report, Product Sales Indent Report, Sales By Category Report, Sales Invoice Summary, Sales Product Profit Report.
Version
- Fixed Minor Bug Fixed.
- Fixed Minor Bug Fixed.
- Fixed Minor Bug Fixed
- New Date-Time Filter Added In Reports (Days Wise Product Sales Report, Sales Details Report, Sale Report by Salesperson, Top Customer, Top Selling Product, Customer Sales Analysis, Product Sales Indent Report, Sales By Category Report, Sales Invoice Summary, Sales Product Profit Report)
- Fixed Minor Bug Fixed
- New Customer Sales Analysis Added
- New Product Sales Indent Report Added
- New Sales By Category Report Added
- New Sales Invoice Summary Added
- New Sales Product Profit Report Added
- Fixed Minor Bug Fixed
- Fixed Minor Bug Fixed
- Fixed Minor Bug Fixed
- Multi-company feature added.
- Bug fixed.
- Initial Release
You can configure users & companies from here.
Days Wise Product Sales Report
This reports useful to check sales of products day wise. so you can easily identify which day which products sold and how many sold.
Features of Day Wise Sales Report
You can generate the report for a specific date-time. New
Easy to generate report of every product by specifying start date and end date.
It's easy to analyze the product sold daily.
You can generate Report Pdf as well as Excel sheet.
Set Date Range for PDF/Excel Report.
Sold Products Count Day Wise with total Products Sold for given Date range in PDF Report
Set Date Range for PDF/Excel Report.
Sold Products Count Day Wise with total Products Sold for given Date range in Excel Report.
Latest Updates
Enter date and time to get report between particular date-time.
PDF report based on given date-time.
Excel report based on given date-time.
Sale Detail Report
Do you want to get detaied informations of sales like which products sold? how many qty sold? payment got by which methods? what is taxes amount? tax details? so our app will help you to get all this information very easily. you need to enter from date to date and you can select optional things if you want, status and channels. you will find detaild report with sales information. this app will help you to get more infomration apart from total sale order.
Features of Sales Details Report
You can generate the report for a specific date-time. New
Sales Details Report provides you sales analysis by specific time period.
You can print report in Pdf as well as excel report.
You can filter report by sales channels.
You can filter report by order state wise.
From reports you can easily get payment and taxes informations.
You can easily get sales by different products list.
Sales Details report menu.
Sales Details Pdf/Excel report wizard.
Sales Details PDF report looks like below.
Sales Details Pdf/Excel report wizard.
Sales Details Excel report looks like below.
Latest Updates
Enter date and time to get report between particular date-time.
PDF report based on given date-time.
Excel report based on given date-time.
Sales Report By Saleperson
Sales Report By Saleperson helps you to find sales details by salesperson with his customer,sales amount and due amount.
Features of Sales Report By Saleperson
You can generate the report for a specific date-time. New
Sales report by salesperson between specific time period.
This app will use to get information about salesperson with his customer and it's order detail.
You can print report in PDF and Excel sheet.
Sales Report By Saleperson Menu.
Sales report by Salesperson Report wizard view.
Sales Report By Saleperson PDF Reprot looks like below.
Sales Report By Saleperson Excel Reprot looks like below.
Latest Updates
Enter date and time to get report between particular date-time.
PDF report based on given date-time.
Excel report based on given date-time.
Invoice Payment Report
This app usefull to get invoice/bills full infomation of sales sales person wise. This report can also print sale person and manager. if sale person print report than he will only his invoice/bill details and manager can select multiple sales person if access group assigned. so this app will allow you to get all sales person/individual sale person wise sales/purchase invoice/bill/credit/debit notes infomration in pdf/excel file. we have marked reports in red text. so you can easily get refund information. easy to track sales person wise sales/puchase invoices/bills. you can also easily get sales person wise payment they collected. you can also use this report for daily use.
Features of Invoice Payment Report
Easily filter salesperson wise payment.
Easy to get sales person wise full sales informations.
If you have given rights than user can select more than one sales person and get report for all of them inside pdf/excel.
Easy to get total amount by different payment methods,Easy to filter records by different status.
Easy to give access rights to select multiple sales person from wizard. if you dont give this access rights than user who logged will auto selected in this wizard. so his report only printed.
You can print report in PDF and Excel sheet.
Tick this group 'Show Salesperson Field In Invoice Payment Report' to show salesperson field in wizard.
Invoice payment report menu.
Invoice payment PDF/Excel report wizard.
Invoice Payment PDF report looks like below.
Invoice payment PDF/Excel report wizard.
Invoice payment Excel report looks like below.
Top Customers
This module is useful to do an analysis of your present as well as past Customer. you can easily compare customer by customer sales amount. you can easily identify which is New or Lost customer and How much did he buy. You can easily get an analysis report of the top customers in pdf or excel file. easy to filter records by no of items, total sales amount, sales channels. you can easily apply from the date and total date.
Features of Top Customers
You can generate the report for a specific date-time. New
Find top customer based on specific time period, total amount and sales channel.
Compare top customers between specific time period.
You can print report in PDF and Excel Report.
Top Customers report wizard and Report type select Basic.
Top Customer Basic type PDF Reprot look like below.
Top Customers report wizard and Report type select Compare.
Top Customer Compare PDF Reprot looks like below.
Top Customer Select Basic type Reprot and print Excel report.
Top Customer Basic Excel Reprot looks like below.
Top Customer Select Compare type Reprot and print Excel report.
Top Customer Select Compare type Excel Reprot looks like below.
Latest Updates
Enter date and time to get report between particular date-time.
PDF report based on given date-time.
Excel report based on given date-time.
Top Selling Product
This module is useful to do an analysis of your present as well as past product selling. you can easily compare between products sold between 2 periods. you can easily identify which products sold and how many times its sold. We have given a new view to see top selling products. You can easily get an analysis report of top-selling products in pdf or excel file. easy to filter records by no of items, total qty sold, sales channels. you can easily apply from date and to date.
Features of Top Selling Product
You can generate the report for a specific date-time. New
Easy to analysis your top selling products of your specified period dates.
Easy to compare 2 different period's top selling products.
Easy to apply different kind of filters like no of products, total qty sold, sales channel, from date,to date etc.
It will help you to boost your sales by find out products list which solved in that periods.
Top Selling Product menu and tree view.
Top Selling Products Menu.
Top Selling Products report wizard and select Basic Reprot type.
Top selling product basic PDf report look like below.
Top Selling Products report wizard and select Compare Reprot type.
Top selling product Compare PDf report look like below.
Top Selling Products report wizard and select Basic Reprot type and print Excel report.
Top selling product Basic Excel report look like below.
Top Selling Products report wizard and select Compare Reprot type and print Excel report.
Top selling product Compare Excel report look like below.
Latest Updates
Enter date and time to get report between particular date-time.
PDF report based on given date-time.
Excel report based on given date-time.
Customer Sales Analysis
In this module, you can generate and print customer's sales analysis reports in PDF as well as excel format. You can generate reports between any date range. Sale orders & products, Report can be generated using these both options. You can also generate a report based on the status of the sale order/quotation.
Features
- You can generate the report for a specific date-time. New
- You can generate and print the customer's sales analysis report.
- You can generate reports between a specific date range.
- Report can be generated in PDF and XLS format.
- You can generate a sales analysis report based on sale orders & products.
- You can generate a report based on any status of the sale order/quotation (All, Draft, Quotation sent, Sales order, Locked).
"Customer Sales Analysis" menu.
Sales analysis PDF/Excel report wizard, we print the report based on sale orders.
Sales analysis PDF report looks like below.
Now we print the "Sales Analysis" excel report based on products.
When you click "Print XLS", this wizard opens click the "Customer Sales Analysis" button.
Sales analysis XLS report looks like below.
Latest Updates
Enter date and time to get report between particular date-time.
PDF report based on given date-time.
Excel report based on given date-time.
Sales Product Profit Report
In this module, you can generate and print product sales profit reports in PDF as well as excel format. You can generate reports between any date range. Report generated by customers, products or both. We provide the option to print reports of more than one company.
Features
- You can generate the report for a specific date-time. New
- You can generate and print the product sales profit reports.
- You can generate reports between a specific date range.
- Report can be generated in PDF and XLS format.
- You can generate a report based on customers, products or both.
- You can easily calculate sales profit.
- Easy to print a report of more than one company.
"Sales Product Profit" menu.
Sales product profit PDF/Excel report wizard, we print the report based on customers.
Sales product profit PDF report looks like below.
Now we print the "Sales Product Profit Report" excel report based on products.
When you click "Print XLS", this wizard opens click the "Sales Product Profit" button.
Sales product profit XLS report looks like below.
Latest Updates
Enter date and time to get report between particular date-time.
PDF report based on given date-time.
Excel report based on given date-time.
Sales Invoice Summary
This module helps to generate and print sales invoice summary reports of customers in PDF as well as excel format. You can generate reports between any date range. You can generate reports based on invoice status. We provide the option to print reports of more than one company.
Features
- You can generate and print sales invoice summary reports.
- You can generate reports between a specific date-time.
- Report can be generated in PDF and XLS format.
- You can generate a report based on invoice status (Both, Open & Paid).
- Easy to print a report of more than one company.
"Sales Invoice Summary" menu.
Sales invoice summary PDF/Excel report wizard.
Sales invoice summary PDF report looks like below.
Now we print the "Sales Invoice Summary" excel report.
When you click "Print XLS", this wizard opens click the "Sales Invoice Summary" button.
Sales invoice summary XLS report looks like below.
Product Sales Indent Report
This module will help you to generate product sales indent report of customers and print it in PDF as well as excel format. You can generate reports between any date range. You can generate reports by product category. You can also generate a report based on the status of the sale order/quotation. We provide the option to print reports of more than one company.
Features
- You can generate the report for a specific date-time. New
- You can generate and print product sales indent report of customers.
- You can generate reports between a specific date range.
- Report can be generated in PDF and XLS format.
- You can generate a report based on product categories.
- You can generate a report based on any status of the sale order/quotation (All, Draft, Quotation sent, Sales order, Locked).
- Easy to print a report of more than one company.
"Sales Product Indent" menu.
Product indent PDF/Excel report wizard.
Product indent PDF report looks like below.
Now we print the "Sales Product Indent" excel report.
When you click "Print XLS", this wizard opens click the "Sales Product Indent" button.
Product indent XLS report looks like below.
Latest Updates
Enter date and time to get report between particular date-time.
PDF report based on given date-time.
Excel report based on given date-time.
Sales By Category Report
This module helps to generate and print product sales reports by product category in PDF as well as excel format. You can generate reports between any date range. You can generate reports based on any product category. We provide the option to print reports of more than one company.
Features
- You can generate the report for a specific date-time. New
- You can generate and print the product sales reports by product category.
- You can generate reports between a specific date range.
- Report can be generated in PDF and XLS format.
- You can generate a report based on product categories.
- Easy to print a report of more than one company.
"Sales By Product Category" menu.
Sales by product category PDF/Excel report wizard.
Sales by product category PDF report looks like below.
Now we print the "Sales By Product Category" excel report.
When you click "Print XLS", this wizard opens click the "Sales By Product Category" button.
Sales by product category XLS report looks like below.
Latest Updates
Enter date and time to get report between particular date-time.
PDF report based on given date-time.
Excel report based on given date-time.
Multi-Languages
We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Español) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.
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Any abuse of this reporting system will be penalizedI am sorry, but none of the reports are good enough
The reports included with the package are not good enough. None of the reports has useful information. Also, the reports that show totals don't match with the P&L report or invoice listing for the periods. Some reports crash with the volume of data, others have specific parameters that don't produce results, and others, like the Sales Report by Salesperson, have incorrect data. It lists thousands of customer's records as "salespersons". There is not a single report in this worth saving. I am sorry to say but I wasted my money. I wish they would allow refunds.
Re: I am sorry, but none of the reports are good enough
Hello There,
Thank you for your valuable feedback. Your feedback is essential to us, and we truly value your concerns. In order to better understand the specifics of your input, we humbly request you to kindly raise a ticket at our dedicated support email support@softhealer.com. We are eager to engage in a thorough and meaningful discussion with you to ensure that we can address your points in the most satisfactory manner possible. Thank you for giving us this opportunity to improve our services and meet your expectations.
Thank you!
Team Softhealer
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