📈 Sales Tracking
See who sold what, when, and to whom. Filter by team member and date,
group results by customer with clear subtotals, print or export reports,
and keep past years tidy by archiving them.
Access & Identity
- Sign-in required: Only authorized users can view sales.
- Right view for the right person: Shop owners can see everything for their shop; staff see only what relates to their work.
- Your branding: The shop name and logo appear at the top, with a safe fallback image if needed.
Finding the Right Sales
- Choose a team member: Pick from staff who have recorded sales.
- Quick search: Find someone by name or staff ID.
- Flexible periods: Daily, weekly, monthly, or yearly — all based on the date you select.
- Change the date: Move the window forward or backward with a single tap.
What the Report Shows
- Item details: Date, sale ID, staff member, product, quantity, and the line total.
- Customer groups: Sales are grouped by customer with a subtotal for each one, plus an overall total at the end.
- Tidy contacts: Missing phone numbers appear as N/A so the table stays clean.
Archive & Restore
- One-click housekeeping: Mark a full year as archived, or bring it back when you need it.
- Clear status: The page shows whether the selected year is archived or active.
Print & Export
- Print: Create a clean, printer-friendly report in one tap.
- Export: Download the current view to Excel for sharing or record keeping.
Data Rules & Safety
- Your shop only: You only see your own shop’s information.
- Correct totals: Each row’s total is based on the item price multiplied by the quantity sold.
- Made for mobile: The layout is optimized for phones and small screens.
Typical Workflow
- 1 Pick a staff member (or use the search bar).
- 2 Choose a date and a period — day, week, month, or year.
- 3 Review the grouped lines, customer subtotals, and overall total.
- 4 Print or export your report. Archive or restore a year when needed.
Optional upgrades: custom date ranges, page-by-page navigation for long lists, and CSV/PDF downloads with a signature section per staff member.
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