Daily Sales Closing + Automated Report Sending
If you are running a business, you really need a neat and detailed report of the sales at the end of the day.
This OpenERP module may help you to get the Detailed Report as email after closing the sales .
Steps for Closing
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The Retail Manager opens the Sales Closing menu .
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Enter the Cash denomination
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Verifies the Credit Card and Cash Details of the day
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Note : This gives the opening amount, system closing amount , the user can fill the actual amounts in hand then the system calculate the excess or short money . And then Fill the amount to be transfered to the bank . The rest of the money will be transfereed as the carry forward for the next days sale .
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Check the Cash Purchase Details and Other Expenses
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Note : The system shows the cash purchase and the expenses given from the cash boxes in detail
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Check the Category wise Sales Details – If you have different category of products, then the sales of the each will be listed as below
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Check for the Summary of all the transactions and the average Sale Value
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Note : Here the total Cash Purchase Petty Cash [Expense] , Total Sale, No of Customers, Sale Average will be listed
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The Manager Agrees all the details are verified by clicking the Check button
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User can take the print out and attach with the office files for auditing purposes and all.
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This module can be integrate with the daily Stock closing [ie : Without the daily stock closing the user could not do sales closing ] . So if the user tries to agree the details are verified without stock closing, a warning will appear like below
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Then the user can click on the Done Button . Hence the window will close
All the images shown above are coming in the same window .
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After this, the system itself do all the accounting related task for the day in background and Send the Detailed Sale Report to the Management Automatically
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Note : This is the a sample mail content . It includes almost all the Details of a days activities in a simple manner .
Hope this module can enhance the sale activity
Have a nice day ….
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