This report helps you track all transactions carried out at each branch, including revenue, quantities sold, transaction date and time, type of transaction, and the user who performed it. These details make it easier to analyze your business performance.
Accessing the Report
Go to Reports > Sales > Location Movement Report.
Click on the report to view the details.
Searching in the Report
Enter the invoice or transaction number (sales/returns/purchases) in the search field.
Filtering Results
Click Filter.
You can filter results by:
Date range
Location
Transaction reference
Transaction type
Sales channel
User name
Click Apply.
Sorting Data
Click the Sort By field and choose the preferred option to display report data.
Report Data
Location Name | The branch where the transaction was made. |
Location Code | The code added in Settings > Locations. |
Transaction Reference | The sales invoice number, return invoice, or purchase invoice on the platform. |
Transaction Type | Sales or returns across all sales channels, or payments received from the customer. |
Transaction Date | The date and time the invoice was issued or the transaction was recorded. |
Transaction Quantity | The number of products included in the invoice/transaction. |
Paid/Received Amount | Transaction Cost | The total collected or deducted amount including Tax (sales/returns) or the received amount due from the customer. |
Channel | POS, or online stores (Salla, Zid). |
User | The account that issued the invoice or performed the transaction. |
ℹ️ The table contains multiple columns. Use the scrollbar at the bottom to view all fields.
Exporting the Report
Click Export.
Select xlsx.
The file will be downloaded to your device.
FAQs
1. How can I select a specific date in this report?
Click Filter > Select the required date and time > Apply.
2. How can I view all transactions for a specific location?
Click Filter > Select the location > Apply.
3. Why can’t I see all the data in the report?
Use the scrollbar at the bottom of the table to view more data, or click Export to display everything in an Excel file.