Daily Sales
Purpose
The Daily Sales module allows shop owners and managers to view, analyze, and manage all recorded sales transactions for each day. It provides a clear overview of invoices, payments, customer purchases, and product sales performance — all in one dashboard.
Use this section to monitor your store’s daily financial health, identify trends, and quickly access detailed transaction records.
Key Features
✅ Sales Record Table — Displays all sales made on a given day, with columns for date, invoice number, total amount, currency, payment method, and customer details. ✅ Integrated Actions — Edit, delete, or view detailed sale information directly from the table. ✅ Invoice Management — Quick access to invoice history and related payment records. ✅ Customer Links — Click a customer’s name to open their purchase history or sales summary. ✅ Performance Tracking — Observe daily totals and item counts for trend analysis. ✅ Error Protection — Built-in confirmation prompts prevent accidental deletions. ✅ Navigation Shortcuts — Jump to “Add Sale”, “Invoices & Payments”, or back to the main dashboard instantly.
Who Should Use It
Shop Owners — To monitor daily revenue and identify sales performance.
Managers/Accountants — To review transactions, verify totals, and maintain accounting accuracy.
Cashiers/Operators — To ensure all daily transactions are recorded correctly.
Auditors or Finance Teams — For quick access to detailed invoice and payment information.
How It Works
The page automatically loads all sales linked to the current shop (
place_id), sorted by date (latest first).Each sale includes:
Sale Date
Invoice Number (linked to sale details)
Total Amount & Currency
Payment Method
Customer Name (linked to customer record)
Number of Items Sold
Backend pagination ensures smooth navigation even with large datasets.
All sale records are fetched from the store’s sales collection (e.g.,
sales_managementmodel).When a user deletes a record, a confirmation prompt requires typing DELETE to proceed — preventing accidental data loss.
Integration with the Add Sale Wizard allows new transactions to be added instantly.
Navigation & Buttons
➕ Add Sale
Opens the multi-step sale creation wizard.
🧾 Invoices & Payments
Redirects to the shop’s invoice and payment management page.
📄 Invoice History
Shows complete invoice records for audits.
⬅️ Back to Dashboard
Returns to the main shop management dashboard.
User Interface Overview
Header Section Displays the shop name, logo, and address, along with action buttons.
Sales Records Table
Sale Date
Date when the transaction occurred.
Invoice #
Unique invoice ID; clickable to view sale details.
Total Amount
Displays formatted total (₹ by default).
Currency
Shows transaction currency.
Payment Method
Cash, UPI, card, transfer, etc.
Customer
Linked name or “N/A”.
Items Sold
Number of products in this sale.
Actions
Edit / Delete options.
Example Use Case
Scenario: A shop owner wants to verify today’s total sales and update a few incorrect entries.
Go to Store → Daily Sales.
Review today’s transactions from the table.
Click an invoice number to open the detailed view.
Use the Edit button to correct product quantity or payment method.
Optionally, download or print invoices from the detail page.
Recommended Actions
Record every transaction through the Add Sale wizard immediately after checkout.
Regularly review daily sales to spot missing or duplicate entries.
Always double-check payment methods and totals before marking a sale as final.
Export daily sales summaries for accounting and tax reports.
Exporting & Reporting
Use the Invoice History module to:
Download invoices in PDF format.
Export transaction summaries in CSV or Excel.
Reconcile totals with your accounting or GST filings.
FAQs
Q1: Can I edit a sale after it’s saved? Yes, click the Edit button in the “Actions” column.
Q2: Can I delete a sale? Yes, but you’ll need to type DELETE to confirm. Be cautious — deleted sales cannot be restored unless soft-delete is enabled.
Q3: How are totals calculated? Totals come from the Add Sale form calculations (Subtotal + Taxes - Discount), verified on the backend.
Q4: Can I filter by date or payment type? Yes, advanced filtering can be added through a date range picker or dropdowns (optional enhancement).
Quick Checklist
☑️ Review daily transactions. ☑️ Add missing or late sales manually. ☑️ Reconcile totals with payment systems. ☑️ Export or print reports weekly. ☑️ Verify invoice numbers for consistency.
Related Modules
Add Sale Wizard → Record new sales and generate invoices.
Invoices & Payments → Manage billing and transactions.
Customer Sales History → Track purchases per customer.
Inventory Management → Verify stock changes per sale.
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