Access the Sales Products page from the left sidebar: click “Sales Report” (shopping cart icon), then select “Sales – Products” from the submenu.

Step-by-Step Navigation Instructions

1. Accessing the Sales Products Page

• In the left sidebar, find “MOTORSHOP MAIN”.
• Click “Sales Report” (shopping cart icon) to expand the menu.
• Click “Sales – Products” (highlighted in blue when active).

2. Using the Filter Section

Use the filters at the top to narrow results:

• Date: Click the calendar icon to open the date picker. Choose:
• Quick options: Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, One Year
• Or select “Custom” for a specific range
• Click “OK” to apply

SI No: Enter a specific Sales Invoice number.

Customer Type: Select from the dropdown:

• All
• RETAILERS
• WHOLESALERS

Cashier: Select a cashier from the dropdown (e.g), or leave as “All”.

Method: Select a payment method from the dropdown:

• All
• CASH
• BDO
• DBP
• GCASH
• PNB YM
• SHOPPE
• RECEIVABLE
• (and other payment methods)

Customer:

• Select “All” to include all customers
• Or type at least 1 character in the search field to filter by customer name
• Select a customer from the filtered list (displays as “CUSTOMER NAME | PHONE NUMBER”)

Product:

• Select “All” to include all products (e.g)
• Or type in the search field to filter by product name
• Select a product from the filtered list (displays as “PRODUCT NAME | BRAND | ID NUMBER”)

Warehouse: Select a warehouse from the dropdown (e.g):

Action Buttons

• Search Button (Blue): Click to apply all selected filters and refresh the table.
• Export Button (Pink with Download Icon): Click to export the filtered results to a CSV file.

3. Understanding the Sales Products Table

The table shows product-level sales data:

Column Headers:

• SI#: Sales Invoice number
• Date: Transaction date
• Customer: Customer name and type (e.g., RETAILER, WHOLESALER)
• SKU: Product SKU code
• Product: Product name
• Sold: Quantity sold
• Sold Price: Unit selling price
• Sold Total: Total revenue (Sold × Sold Price)
• Cost: Unit cost
• Cost Total: Total cost (Sold × Cost)
• Discount: Discount amount (shown as negative if applicable)
• Profit: Profit per item (Sold Total – Cost Total – Discount)
• Payment/Refund Method: Payment method used (e.g., CASH)
• Cashier: Cashier who processed the transaction
• Package: Package information (if applicable)
• Warehouse: Warehouse where the product was sourced

5. Display Options

Above the table, you’ll find:

• “Display all” button: Shows all available columns
• “Display” dropdown: Allows you to customize which columns to show

6. Exporting Data to CSV

• Click the pink Export button (with download icon) to export the currently filtered data to a CSV file.
• The export includes all visible columns and the filtered results.
• The file can be opened in Excel or other spreadsheet applications.

Video Tutorial

Tips for Effective Filtering:

• Combine multiple filters for precise results (e.g., date range + specific product + warehouse).
• Use the Customer and Product search fields by typing at least 1 character to filter the dropdown options.
• Export filtered data to CSV for further analysis in Excel.
• The Total Summary row shows aggregated values for all displayed rows on the current page.

Note: All filters work together. Click “Search” after adjusting filters to refresh the results.