1. Click on Reports
2. Click on Sales Report
3. Click on Sales Book Report
4. Enter the date range by selecting the From Date and To Date. The report will load based on the selected period.
Eg: From: 11-01-2025
To: 11-17-2025
5. Select the branch from the available options.
Eg: Kathmandu
6. In the filter section, enter and select a user name to view the Sales Book Report user-wise. To load the report for all users, tick All Users.
Eg: Demo
7. Tick “Include Sales Return (Credit Note) Transaction Also” if you want to include them in the report.
8. Enter or press Tab to load the customer list, then select the customer to load the customer-wise report.
Eg: Cash customer
9. In the report options, choose Voucher-wise, Day-wise, or Month-wise as per your requirement.
Eg: Voucher wise
10. Select the Report type, for example: Summary Report or Detail Report.
Eg: Summary Report
11. In Order Mode Selection, you can choose ONE option: ALL, TAKE AWAY, DELIVERY, or DINE IN to apply on the report.
12. Choose the sales type, e.g., retail sales, wholesale sales, or export sales.
Select the sales type only if you want to filter the report; if you leave it blank, all sales types will be included.
13. Optional: You can view the report terminal-wise by selecting a terminal in the Set Terminal section.
Eg: Main Terminal
14. If you tick “Show Revise Entry Only”, only those entries will be loaded in the Sales Book Report.
15. Click the “Run” button to load the Sales Book Report with the selected filters.
16. Sales book report loaded
17. You can change or add filters by clicking this icon or pressing F2. After updating the filters as needed, click “Run” to reload the report.
18. Click this icon or press F9 to save the report as an Excel sheet.
19. Choose the download format as either “Default” or “Minimal.”
20. Click this icon to save the report as PDF, or press [F7].
21. Click this icon to open the Report List, or press [Shift + Tab].
22. Choose the report name to view the report.
23. Click on highlightThis is an additional feature in the Report section. Clicking it will display a search option popup.
24. “Searching Report Here” to find the report.
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