The Sales by Channel Report is designed to analyze sales performance across all your sales channels, including Rewaa's POS (cashier) system and linked e-commerce platforms like Salla, Zid, and WooCommerce. This report helps evaluate the effectiveness of each channel by providing details such as sales, profit value, and other metrics. It also includes a summary based on the time period you specify.
Accessing the Sales by Channel Report
Go to: Reports > Sales > Sales by Channel.
Click on the report to view detailed data.
You can filter the report using the following fields:
Channel Name: Choose between Rewaa POS or any of the connected e-commerce platforms (e.g., Salla, Zid, WooCommerce).
Invoice Type: Specify the type of invoices to view.
Payment Status: Filter by payment status.
Customer Name: View sales associated with a specific customer.
Time Period: Start and end dates.
Report Insights
The report displays sales data for the selected time period, categorized by each sales channel. It includes the following details:
Channel: The channel where invoices were generated, e.g., Rewaa POS or connected e-commerce platforms.
Sales: Total sales invoices minus returns and discounts (excluding tax).
Cost of Goods Sold: Direct costs of purchasing 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 were returned, the quantity sold remains 10.Returned Quantity: Number of products returned.
Exporting the Report
To export the report:
Click the three dots in the top-right corner of the page.
Select xlsx to download the report as an Excel file.
FAQs
Will unlinking an e-commerce platform affect this report?
Unlinking a platform like Salla, Zid, does not affect the data in this report.Why are some e-commerce orders missing from this report?
Details for e-commerce platforms are reflected in sales reports only after invoices are generated for the orders via Rewaa. For instructions on generating invoices for e-commerce orders, click here.Can user access to this report be restricted?
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 Channel, then enable the appropriate permissions for the user.
Click Save Custom User to apply the changes.