“Daily Sales Summary” Report

Reports List from the Menu:

• was added the new Report to the List:
  • “Daily Sales Summary” Report;
• after clicking on the report -> corresponding form of Report is opened.

POS Sales tab on the Dashboard:

• Sales Over Time report -> Item Sales value:
  • if the user has the corresponding Permission -> the value is clickable;
  • after clicking on the value -> the “Daily sales summary” Report List form is opened.

“Daily Sales Summary” Report List form:

• Rules:
  • data is filtered by date and is grouped by day;
  • the data is the same as on the POS Sales tab on the Dashboard;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • Item Name -> dropdown List;
  • Customer -> dropdown List;
  • Sales Rep -> dropdown List;
  • Customer Type -> dropdown List;
  • Store -> dropdown List;
  • “Include Draft” checkbox:
    • isn’t checked by default;
    • if the checkbox is checked -> in the Datagrid are displayed data inckude Draft Orders;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid:
  • were added next columns:
    • checkboxes;
    • Date;
    • Total Sales -> the sum of item Sales of the corresponding day;
  • “Total”:
    • Total = Sum (“Total of Sales”);
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

OMS Web -> Settings -> Permission:

• was added new permission to Reports tab -> Reports List:
  • Can View Sales Summary Report:
    • if for user the checkbox is unchecked:
      • “Daily Sales Summary” Report is hidden from the Report Menu List form.