Profit and loss Reports in RetailGraph
Profit and loss reports are one of those reports which is very important for a customer day to day analysis.
You can see these reports in RetailGraph with the simple steps.
Go to START button- Reports- Profit Reports.
You will find some reports in this tab like -
Month Wise Report
Date Wise Report
Customer Wise profits
Product Wise
Invoice Wise
Current Stock profits.
Month Wise Report:
To see month wise profit report go to START button- Reports- Profit Reports.
Click on the Month Wise Report Tab and a window will open followed by the image below.
Now here you need to select the date range first and then you will find 2 options here that you want to include Debit return and debit cash disc in the report. If you want to include these option tick mark them other wise untick.
If you use multiple series for the transaction you have series selection option also.
Now click on the VIEW button. Your report will generate and shown in the image given below.
Date Wise Profits:
To see date wise profit report go to START button- Reports- Profit Reports.
Click on the Date wise profit Tab and a window will open followed by the image below.
Now here you need to select the date range first and then you will find 2 options here that you want to include Debit return and debit cash disc in the report. If you want to include these option tick mark them other wise untick.
If you use multiple series for the transaction you have series selection option also.
Now click on the VIEW button. Your report will generate and shown in the image given below.
Customer Wise profits:
To see customer wise profit report go to START button- Reports- Profit Reports.
Click on the Date wise profit Tab and a window will open followed by the image below.
Now here you need to select the date range first and then you will find 2 options here that you want to include Debit return and debit cash disc in the report. If you want to include these option tick mark them other wise untick. You also have customer wise button also through which you can also filter your customers and extract your report.
If you use multiple series for the transaction you have series selection option also.
Now click on the VIEW button. Your report will generate and shown in the image given below.
Product Wise:
To see month wise profit report go to START button- Reports- Profit Reports.
Click on the product Wise Report Tab and a window will open followed by the image below.
Now here you need to select the date range first and then you will find 2 options here that you want to include Debit return and debit cash disc in the report. If you want to include these option tick mark them other wise untick. You can also select report type by Summer wise / Detail/ month wise/ Day Wise.
You will also find a product button through which you can also apply filters for product and other fillers mentioned. Now click on the view button your report will extract as mention in the image given below.
Invoice Wise:
To see month wise profit report go to START button- Reports- Profit Reports.
Click on the Invoice Wise Report Tab and a window will open followed by the image below.
Now here you need to select the date range first and then you will find 2 options here that you want to include Debit return /debit cash disc/ Debut redeem points in the report. If you want to include these option tick mark them other wise untick.
There is also a series button here. If you work on multiple transaction series you can filter that also here. Now click on the VIEW button your report will generate as shown in the image below.
Current Stock profits:
In this report you have some fields to select for your report.
Report type- Summery / Detail
Sales Value- MRP/Sales Rate/Trade Rate/ Distribution Rate/ Purchase rate/ Cost rate
Cost Value - MRP/ Sales rate /Trade Rate/ Distribution rate/ Purchase rate/ Cost rate.
As you can see in the image above you have some fillers on which you can easily apply to generate your report along with series selection.
Now click on the VIEW button, your report will get generate.
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