Shoper 9 POS Reports February 2010 Tally Solutions

Objectives q Introduction q Role of reports q Different types of reports available in

Introduction q Reports are crucial in understanding the retail business pattern q Facility to generate meaningful and useful reports is inevitable for the success of any retail solution q Shoper 9 POS provides an extensive range of reports that would meet almost all the requirements of a retail business © Tally Solutions Pvt. Ltd. All Rights Reserved 3

Role of Reports play a critical role in: q Analysing sales performance q Better business forecasting q Stock management through improved reorder and replenishment system q Analysing stock movements and aging of stocks q Defining appropriate promotional schemes q Improving overall operational efficiency © Tally Solutions Pvt. Ltd. All Rights Reserved 4

Types of reports in Shoper 9 POS The Shoper 9 POS reports are classified into the following groups: q Sales q Stock Registers q Cash q MIS Note: Most of the Shoper 9 POS reports are generated based on item attributes © Tally Solutions Pvt. Ltd. All Rights Reserved 5

Sales Reports The sales related reports available are: q Daily Sales Book q Bill-wise Sales q Item-wise Sales q Tax Register q Bill-wise Items q Discount Given q Top Selling Items © Tally Solutions Pvt. Ltd. All Rights Reserved 6

Sales Reports q Salesperson Sales q Cancelled Bills q Returned Bills q Attribute + Size wise q Day-wise Sales Summary q Item-wise Sales Returns q Salesperson Summary q Node-wise Details © Tally Solutions Pvt. Ltd. All Rights Reserved 7

Stock Reports The stock related reports available are: q Stock Balance q Stock Movement q Stock Analysis q Stock Statement q Stock Balance - Style/Model wise q Stock Discrepancy q Stock Transaction Ledger © Tally Solutions Pvt. Ltd. All Rights Reserved 8

Stock Reports q Attribute + Size wise q Stock Balance as on Date q

Stock Register Reports The stock register related reports available are: q Transaction-wise Goods Register

Cash Reports The cash related reports available are: q Cash Transaction q Submission/ Realisation List q Pending Submissions/ Realisations q Counter-wise Details q Credit Note Status q Counter Summary across Cashiers q Advance Receipt Status © Tally Solutions Pvt. Ltd. All Rights Reserved 11

MIS Reports The MIS (Management Information System) reports available are: q Monthly Sales Comparison q Rate Variation q Sales Analysis q Attribute + Size wise Sales and Stock q Pending Transactions q Walk-in Details q Super class-wise Sales/Stock © Tally Solutions Pvt. Ltd. All Rights Reserved 12

MIS Reports q Stock across Chain q Transaction Details with Image q Gross Margin

MIS Reports facilitates a separate set of customer specific reports grouped under the submenu Customer Offtake. The customer offtake reports available are: q Period-wise q Bill-wise q Product-wise © Tally Solutions Pvt. Ltd. All Rights Reserved 14

Listings submenu under the option Catalogue helps you to generate reports based on various rules and schemes defined at POS. Various reports available are: q Price Listing – detailed price list of all products present in the item master q Price Revision Listing – details of all price revisions created in the system for the selected items in the specified date range q Style Catalogue Listing – summarised information of inventory for the set filters at the Style level (Item Sub. Class 1) q Sales Promotions Listing – details of all the sales promotion schemes defined during the specified period © Tally Solutions Pvt. Ltd. All Rights Reserved 15

Listings q Sales Factors Listing – details of all the discounts and other sales factors defined q Schedule Details Listing – details of all the data transfer schedules set, primarily for the data transfer, by the Head Office in a chain store establishment q Terminal Prefix Listing – details of all the bill prefixes defined in each terminal © Tally Solutions Pvt. Ltd. All Rights Reserved 16