Reports help you check not only sales totals, but also cash flow, stock levels, and results for a selected period. Before analyzing, make sure sales, returns, receipts, and payments have been entered into the records. In the daily cash register report, you can reconcile the transactions of a specific register, while the trading and product reports can be used to monitor product movement and trading totals.
This video is from 2019. The program’s design has changed considerably, and it has more features. However, the way many modes work has stayed the same or is very similar. We are updating our knowledge base and video lessons. Since 2022, videos have been exclusively in Ukrainian.
How to choose the right report
The “Аналіз” menu has separate reports by product type, suppliers, and manufacturers. Sales profitability shows the cost and sales results for a period. The analysis of slow-moving goods helps find items that remain in stock for a long time; sales intensity analysis shows how demand changes. Choose the period and accounting center according to the question the report should answer.
Video contents
- 00:00 What do you need before starting to analyze trading results?
- 01:33 Daily cash register report and product report
- 03:30 Trading report
- 05:50 Analyses by product type, suppliers, and manufacturers
- 07:26 Sales profitability for a period
- 08:45 Profitability analysis of a goods receipt
- 10:35 Analysis of slow-moving goods
- 11:25 Sales intensity analysis
- 12:38 Period
More details: Descriptions of reports and analyses in Torgsoft
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