How do I generate sales reports in the sales application?

To generate sales reports in Metro ERP's Sales App, follow these steps:

1) Go to the "Sales" module by clicking on its icon in the main dashboard or using the application menu.

2) The advanced reporting feature in the sales module provides detailed insights into your company's sales operations. Depending on whether you want to generate a report for a quotation or a sale order, click on either "Quotations" or "Orders" inside the Sales module.

 
3) Look for the filter options at the top of the page. Find the filter field that corresponds to "Sales Person".Once you've selected the type of report, you may need to set filters to narrow down the data. Group By Filters may include Salesperson, Sales Team, Customer, Incoterm,  Payment Terms etc. These filters help customize the report according to your requirements.

4) After setting the filters, proceed to generate the report. Depending on the volume of data and complexity of the report, this process may take a few moments.Find the specific quotation or sale order for which you want to generate a report.

5) Now, click on the “Export” icon.

If needed, you can export the generated report in various formats, such as xlsx. This allows you to share the report with colleagues, stakeholders, or use it for further analysis in external tools. 

6) This will generate the report in xlsx format and usually open it in Excel. You can then download the report to your computer. Some Metro ERP configurations may allow you to save customized reports for future use. If this feature is available and useful for you, consider saving the report.xlsx file for easy access later.

7) Click on the newly opened file and view the report in Excel format.

To generate sales reports, please do contact us at  support@metrogroup.solutions