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Sales Report

Batuly’s Sales Report provides detailed insights into your daily sales activities, helping you track revenue, customer behavior, product performance, and payment trends - all in one place. With customizable views and downloadable reports, managing your sales data has never been easier.


1. Daily Sales Summary

Track all sales transactions day-by-day with essential details for quick overviews and reconciliation.

ColumnDescription
DateDate of the sale
Invoice No.Unique invoice number
Customer NameName of the customer who made the purchase
Total ItemsNumber of items sold in the invoice
Total AmountTotal sale amount before discounts and tax
DiscountTotal discount applied
TaxTotal tax collected
Payment TypeMethod of payment (cash, card, due, etc.)
Amount PaidAmount paid at the time of sale
Due AmountRemaining amount due, if any

2. Sales by Product

Analyze how individual products contribute to your sales volume and revenue.

ColumnDescription
Product NameName of the product sold
CategoryProduct category
Units SoldQuantity sold
Selling PricePrice per unit
Total RevenueRevenue generated from the product
DiscountDiscount amount applied
TaxTax collected on the product

3. Sales by Category

Understand sales distribution across different product categories.

ColumnDescription
CategoryName of the product category
Total Items SoldTotal quantity of items sold within category
Total Sales AmountTotal revenue from the category
Average DiscountAverage discount percentage given
Tax CollectedTotal tax collected on sales in the category

4. Sales by Customer

Keep track of your best customers and their buying patterns.

ColumnDescription
Customer NameName of the customer
Total InvoicesNumber of sales invoices for the customer
Total QuantityTotal quantity purchased
Total AmountTotal sales value
Amount PaidTotal amount paid
Due AmountOutstanding amount due

5. Sales by Payment Type

Analyze the preferred payment methods among your customers.

ColumnDescription
Payment MethodCash, card, due, partial, or other payment types
No. of TransactionsNumber of sales done through this payment method
Total AmountTotal amount collected
Average PaymentAverage payment per transaction

6. Discount Summary Report

Review discounts offered on products and their impact on sales.

ColumnDescription
Invoice No.Invoice number
DateDate of sale
ProductName of the discounted product
Discount %Percentage discount applied
Discount AmountAbsolute discount value
Final PriceFinal price after discount and tax

7. Tax Collection Report

Monitor tax amounts collected for regulatory compliance.

ColumnDescription
Invoice No.Invoice number
DateDate of sale
ProductProduct name
Tax RateApplicable tax percentage
Tax AmountTax amount collected
Total AmountFinal amount including tax

8. Sales Return Report

Keep clear records of returned items and refunds.

ColumnDescription
Return DateDate of the return
Original Invoice No.Invoice number of original sale
CustomerName of the customer returning products
Returned ItemsList or count of returned products
Return AmountTotal value refunded or credited
AdjustedWhether return amount was adjusted in ledger
Refund StatusStatus of refund (processed, pending, etc.)

Why Sales Reports Matter

With Batuly’s sales reports, you can:

  • Track your daily revenue and sales trends in real-time.
  • Identify your best-selling products and categories.
  • Understand customer purchase patterns for targeted marketing.
  • Monitor discounts and tax collection easily for accurate accounting.
  • Manage payment dues and returns seamlessly.
  • Export, download, and share reports for quick decision-making and transparency.

All this data is presented clearly and is always up-to-date so you can focus on growing your business instead of digging through paperwork.