The Location Movement Report provides detailed insights into all transactions performed at each branch or site. This report includes key details such as transaction date and time, type, sales channel, and other specifics, offering a comprehensive view of your business's performance at individual locations. This aids in tracking and analyzing branch-specific activities to make informed decisions.
Accessing the Report
Go to: Reports > Sales > Location Movement.
Report Filters
Use the filters at the top of the page to narrow your search by:
Location Name or Location Code.
Transaction Date or Reference Number.
Transaction Type.
Sales Channel.
User Name.
ℹ️ Results will display based on the selected time frame and filters.
Report Details
The report provides the following information:
Location: Name of the branch.
Location Code: Assigned branch code (configured in Settings > Locations).
Transaction Reference: Invoice or transaction number.
Transaction Type:
POS Sale: Sales invoice from Rewaa.
POS Return: Return invoice from Rewaa.
Customer Receive Debit: Payment received for outstanding customer dues.
Sale Order: Sales invoice for e-commerce orders.
Return Order: Return invoice for e-commerce orders.
Purchase Order: Purchase order issued.
Pay Purchase Order: Payment for purchase order.
Pay Credit: Payment for outstanding supplier dues.
Return Stock: Returned stock to the supplier.
Pay Return Stock: Payment for returned stock invoice.
Receive Debit: Payment received from a supplier for returned stock.
Remove Stock: Inventory removal.
Transfer Stock: Inventory transfer.
Stock Count: Inventory counting.
Transaction Date: Date and time of the transaction.
Quantity Per Transaction: Number of items in the transaction.
Amount Paid/Received: Amount paid to suppliers (purchases), received from customers (sales/returns), or received from suppliers (stock returns).
Sales Channel:
Point of Sales: Rewaa platform sales.
Salla: Salla e-commerce store.
Zid: Zid e-commerce store.
Responsible User: The account that executed the transaction or issued the invoice.
Exporting the Report
To export the report:
Click the three dots in the upper-right corner of the report page.
Select xlsx to download the report as an Excel file.
FAQs
1. How can I filter the report for a specific date?
Click on the Transaction Date field.
Choose Specific Dates.
Select the month and day, then click Update Filter.
2. Can I restrict user access to this report?
Yes, follow these steps:
Go to Settings > Users > ⚙️ > Edit User.
Navigate to User Permissions > Reports > Report List and enable Read.
Expand Sales Reports and locate Location Movement.
Enable the necessary permissions.
Click Save Custom User to apply the changes.