Organizing products into categories in the Products Inventory Section helps streamline product searches and access, both in the inventory section and during sales via the cashier screen. This organization also supports analyzing sales based on each category. Rewaa offers the Sales by Category Report, which allows you to identify the top-performing categories in terms of sales and profits. This report aids in making informed decisions about purchasing products from suppliers.
Accessing the Report
Navigate to: Reports > Sales > Sales by Category.
Click on the report to view detailed information.
You can filter by:
Time Period: Start and end dates.
Category Name: To view specific category performance during the selected time.
Report Details
This report provides the following insights:
Category: The name of the product category as defined in the Products Inventory Section.
Sales: Total sales invoices minus returns and discounts (excluding tax).
Cost of Goods Sold: Direct costs associated with purchasing the sold products.
Gross Margin: Sales (excluding tax) minus COGS.
Sales (Tax Inclusive): Total sales invoices minus returns and discounts, including tax.
Sold Quantity: Number of products sold without deducting returns.
Example: If 10 items were sold and 3 returned, the quantity sold remains 10.Returned Quantity: Number of products returned.
Exporting the Report
Click on the three dots in the top-right corner of the page.
Select xlsx to download the report as an Excel file.
FAQs
What happens if I change a product's category after it was sold?
If you move a product to a different category, its sales data will transfer to the new category in this report.
Example: If "Cappuccino" was sold for 25 SAR under the "Cold Beverages" category and later moved to "Hot Beverages," the sales details will update under the "Hot Beverages" category.What if I remove a category from a product?
If a category is removed from a product in the Products Inventory Section, its sales data will no longer be associated with the category in this report.Will sales data reflect if I assign a category after a product is sold?
Yes, sales figures will update for the assigned category in this report, regardless of whether the product was categorized before or after being sold.How can I identify the best-selling category?
To sort categories by sales, click the arrow in the Sales column:Upward Arrow (^): Sorts categories from lowest to highest sales.
Downward Arrow (v): Sorts categories from highest to lowest sales.
Can I restrict user access to this report?
Yes, follow these steps:Go to Settings > Users > ⚙️> Edit User.
Under User Permissions, navigate to Reports > Report List > Enable Read.
Navigate to Sales Reports.
Go to the Sales By Category Report, then enable the appropriate permissions for the user.
Click Save Custom User to apply the changes.