Step by step
- Open Sales > Category-wise Sales Summary.
- Choose Group By: Category, Category & Sub-category or Brand.
- Choose the shop (only for users who see all shops), User, From Date and To Date, and if needed one Category or Brand, then press Filter.
- Each row shows the group, Products (how many different products were sold), Qty Sold, Sales Amount, Cost, Profit, Margin and Share.
- The Total row adds up all groups. Print prints the summary; Excel and Pdf export the rows shown.
Good to know
- Sales Amount is the line totals of the final sales, with tax and before the invoice discount. Returns are not taken off.
- Profit is the sales without tax minus the purchase cost of the stock sold. Margin is profit divided by the sales without tax. Share is the part of the total sales amount.
- Products without a category or brand are put together as No category or No brand.
- User is the person who made the sales.
- Needs the permission Category-wise Sales Summary.