How to view yesterday's sales: 5 control methods

This instruction describes methods for viewing sales history in Torgsoft for various tasks: quick cash balance checks, detailed product analysis, searching for specific receipts, and remote monitoring.

When is it needed

• An owner wants to check the store's revenue for yesterday.
• It is necessary to reconcile the cash amount (Z-report) with the software.
• You need to find out exactly which products were sold.
• Sales have "disappeared" from yesterday's report.

Symptoms

• The "Today" report is empty, even though sales occurred.
• The revenue amount does not match expectations.
• You need to find a receipt for a return.

Reasons for discrepancies

1. Date filter: "Today" is selected instead of "Yesterday".
2. Unclosed shift: The cashier did not close the program overnight, and morning sales were recorded as "yesterday" (or vice versa).
3. Payment type: The report shows only cash, but sales were made via terminal.

Solution

Method 1. Finances: Daily Cash Report

The fastest way to see the total amount of money.

1. Menu Report → Daily Cash Report.
2. Select the date (yesterday) and the cash register.
3. Click Refresh.
4. Result: Shows the opening balance, sales total, returns, and final balance.

Method 2. Products: Commodity Report for the Period

Allows you to see a list of sold products.

1. Menu Report → Commodity Report for the Period.
2. Set the period (yesterday).
3. Choose the format:

• List of goods (simple list).
• Break down by receipts (detailed).
• Group (for reordering stock).

Result: A full list of items removed from inventory.

Method 3. Receipts: List of Expenditures

For finding specific documents and sale times.

1. Menu Warehouse → List of Expenditures.
2. Period filter: yesterday's date.
3. Document type: Sales.
4. Result: A list of all receipts with exact timestamps. The content of the selected receipt is shown at the bottom.

Method 4. Analysis: Sold Goods Report

For checking payment types (cash/non-cash) and debts.

1. Menu Report → Sold Goods Report.
2. Allows filtering sales to VIP clients or credit sales.

Method 5. Remote: Mobile App

For the owner who is not at the store.

1. Open the Torgsoft app on your smartphone.
2. Select the Sales Summary mode.
3. Set the date to "Yesterday".
4. Result: Total sales amount, gross profit, and number of receipts.

How to verify the result

• The amount in the "Cash Report" matches the RRO Z-report.
• The quantity of goods in the report matches the physical absence on the shelf.

Prevention

• Always close the program (shift) at the end of the working day.
• Periodically recalculate the cost price before viewing profit reports.

Summary

Need the money total — Cash Report. Need the product list — Commodity Report. Need to find a receipt — List of Expenditures.