Sale reports

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Sale reports

Sale reports

Get the details of a specific sale set simply by clicking on the selected report on the image below:

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If you have Dotypos EASY, you can browse through all the reports, although exporting to Excel and .CSV is only available for the Recapitulative statement and Receipts.

 

Types of sale reports

Hourly sales overview

This report shows a graphic overview (map) by either the selected time period or cash register describing the number of sold items by hours on the selected day. Sales intensity is shown with different shades of colored squares.

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Best employees

This report shows employees and their sales, sold items and issued cash documents for the selected time period.

Best customers

Generates a list of customers for the selected time period with the amount of sales by customer, sold items and issued cash documents.

Customer sales

Generates a list of receipts drawn to this customer by either the selected time period or specific customer.

Cancelled orders

The report consists of a list of canceled receipts by either the selected time period or cash register. It displays the name of the cash register that drew the document, the cancellation date, amount documented, currency, number of individual items in the order and their quantities and the name of the employee that drew the document.

Receipts

Generates an overview of drawn receipts by either the selected time period or cash register. This report can be saved into an .xml file for the accounting programs Pohoda or MoneyS3. To export the report to these formats use the button Pohoda XML or MoneyS3 XML. The exported file will contain Sale documents with items.

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The report Receipts can be easily limited to a specific shift so only receipts for the selected shift (from cash register opening till its closing) will be displayed. The instructions for this can be found in the chapter describing the sales report Shifts.

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Invoices

Generates an overview of issued invoices either by the selected time period, cash register or fiscalization status. This report can be saved into an .xml file for the accounting programs Pohoda or MoneyS3. To export the report to these formats use the button Pohoda XML or MoneyS3 XML. The report is similar to receipts however it contains different columns. By clicking on the button Invoice at every record you display the appropriate receipt.

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VAT recapitulative statement

Generates a sales overview covering all cash documents higher than CZK 10,000 by either the selected time period or cash register. You can filter the results further by “fiscalization” status (documents sent/not sent/not to be sent to the Financial Administration or all of them together) and also according to sale by proxy (only relevant when the button is switched to ON). In this case either all documents issued by the proxy are displayed or only the specific proxy selected, and eventually just the sales themselves.

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Margin

Displays a list of items with the calculated purchase price, sales price, margin and profit by the selected warehouse. The purchase price is the sum of all ingredients reflecting the amount of ingredients to be deducted at the time of the sale. If the item is directly recorded and stocked in the warehouse, then it is the purchase price of the selling item itself.

VAT breakdown

Itemizes sales and the number of documents drawn according to the payment method by either the selected time period or cash register. You can filter the results further by “fiscalization” status (documents sent/not sent/not to be sent to the Financial Administration or all of them together) and also according to sale by proxy (only relevant when the button is switched to ON). In this case either all documents issued by the proxy are displayed or only the specific proxy selected, and eventually just the sales themselves.

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If you want to perform the VAT breakdown for each day of the selected period separately, turn the switch Breakdown by days to the position ON.

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For the needs of your accountants just create an account in Dotypos Cloud and limit the user privileges to only Reports. This way you can limit the users to Reports and their exporting. They will not be able to change anything else in Dotypos Cloud.

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