Retail Reporting

Daily Sales and Stock Report

Use this report to review sales and stock movement for a branch, stock center, or day.

Open the report

1. From the main dashboard, click Retail.
2. Click Reports.
3. Click Daily Sales and Stock or Daily Sales Stock Report.
4. Select the Date or date range.
5. Select the Stock Center if the business has more than one location.
6. Click Apply, Search, or Run Report.

Review sales

1. Check total sales for the selected period.
2. Review sales by payment channel.
3. Open any cashier, receipt, or shift detail available from the report.
4. Compare the sales total to POS shift closing totals.
5. Flag any missing receipt, cancelled sale, refund, or manual settlement for review.

Review stock movement

1. Check opening stock, received stock, sold quantity, adjustments, and closing stock.
2. Filter by category or product if the report is too long.
3. Open the product row to inspect item-level movement if needed.
4. Compare negative or low balances against the physical shelf.
5. Record purchase, stock take, or adjustment follow-up before the next selling day.

Managers should run this report using the stock center assigned to their login so branch figures stay separated from other locations.