The custom reports for sales, purchases, inventory, and accounting are designed to give accurate insights that help the business run smoothly. These reports are important for planning and improving the business's performance.
Each report provides a unique view, giving important information about product supply and demand. This helps optimize business results. These reports are essential for making informed decisions and keeping the business running smoothly and efficiently.
Accounting
Sale Register GST :
- This custom report provides a thorough Sales Register based on the chosen period. It includes important details like invoice number, date, customer name, state code, GSTIN, total amount, net sales, packing and freight charges, and breakdown of taxes.
- It's useful for tracking sales performance and tax-related data.
- Within the report, fields like TPG, TRG, PG, and MISC represent various types of product categories. This report is vital for the sales & accounts department.
Purchase Register GST :
- This custom report is designed specifically for the Purchase Register GST. It provides detailed reports based on a time frame chosen by the user. It includes important information like Vendor bill number, account, bill date, supplier name, state code, GSTIN, total amount, net purchase, packing and freight charges, and breakdown of various taxes.
- This report is important for keeping track of purchase transactions, taxes, and financial records. It's particularly useful for the Purchase & accounts department.
Purchase Register GST Summary :
- This custom report gives a complete summary of the Purchase Register GST. It's well-organized with sections for summary, SGST, CGST, and TDS.
- Each section has detailed parts like account numbers, head details, and amounts, making it easy to understand purchase-related financial information. It's particularly useful for the accounts department.
Creditors List :
- This custom report is made for the Creditors List, showing details of suppliers we're waiting for payments from.
- It includes thorough info about these suppliers, like purchase order number, supplier bill number, bill date, payment terms, due date, bill amount, TDS (Tax Deducted at Source), any deductions, deduction reference numbers, paid amount, balance amount, and overdue amount.
- This report helps track and manage financial transactions with suppliers effectively.
Bank Book :
- This bank book report is designed to monitor bank account activities. It includes key details like transaction date, document number, particulars (account or transfer information), account code, and amounts for receipts or payments.
- To get bank book details, you need to select a start date and end date.
Cash Book :
- This cash book report is made for closely monitoring cash account activities
- It includes important details like transaction date, document number, particulars (details of cash transactions), account code, and amounts for receipts or payments.
- To view the cash book details, you need to specify a start and end date.
Inventory
Customer Status Report :
- This custom report provides a detailed analysis of customer status.
- It includes key information such as product names, quantities ordered, items pending allocation, items awaiting packing, items pending invoicing, invoiced items, canceled items, and due dates.
- It's a crucial report for the Inventory department to track the ordered quantity, packaging status, invoicing-related information, and cancellation information.
Pending Order Position :
- This custom report focuses on the status of pending orders. It includes key details like product names, Order Acceptance numbers, customer names, order quantities, pending quantities, and due dates.
- It provides a comprehensive overview of pending orders, making it very helpful for the inventory department to track them.
Pending Order Position for Manufacturing :
- This custom report is designed to provide detailed information on pending order positions for manufacturing orders.
- It includes essential details like product names, Order Acceptance numbers, customer names, order quantities, pending quantities, and due dates for each order.
- This report will be helpful to the sales department as well as the inventory department.
Pending for Packing :
- This custom report is designed to help identify the packing status of pending orders.
- It includes detailed information like Order Acceptance numbers, customer names, product names, and corresponding quantities.
- This report is crucial for the Sales and Inventory departments to track the remaining orders for packaging.
Pending Packing List :
- This custom report is essential for listing pending packing details.
- It includes detailed information such as Order Acceptance numbers, customer names, Delivery numbers, and specifics about Payment Terms and Picking Policy.
- This report is very useful for warehouse and inventory staff to track.
Product Reservation Status :
- This special report helps find out which products have been reserved.
- It lists details like Order Acceptance Number or Location, Order Acceptance Serial Number, Manufacturing Order Number or Internal Order, Transfer Number, customer names, product names, and quantities.
- This report will be helpful to the inventory management team and sales team.
